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YOU'RE ALMOST THERE

Walk Into Your CFP® Exam with Confidence


REVIEW LIKE YOU MEAN IT

Your investment goes well beyond the time and money spent getting to where you
are today. Now it's about ensuring all that hard work was worth it. Our
comprehensive CFP® exam review packages let you choose the features and settings
that best fit your learning style. So you can ditch those pre-exam jitters
knowing that you won't just pass — you'll show the CFP® exam who's boss.




PRE-STUDY PROGRAM

100-125 Hours

Get the foundational knowledge needed to prepare for the CFP® exam. Includes
pre-study booklets, recorded online lectures, review readiness assessment and
live, online instructor office hours.


LIVE REVIEW CLASSES

36 Hours

After completing the pre-study program, you'll attend lectures - virtually or in
a traditional classroom. Instructors will cover the most important topics you'll
see on your CFP® exam.


POST-STUDY PROGRAM

40-60 Hours

Get post-review office hours, access to over 2,000 practice questions, a CFP®
exam study guide with cases from prior CFP® exams and a readiness quiz with your
probability of passing.


PASS YOUR CFP® EXAM, GUARANTEED

With our Guarantee to Pass bundle, you will pass CFP® exam — or your money back.
You'll also receive CFP® exam flashcards, supplemental lectures and individual
coaching from some of the top CFP® professionals in the country.



Swipe to see packages.


THE DALTON REVIEW®



GUARANTEE TO PASS™
REVIEW


RETAIL PRICE

$1,395.00

$2,195.00

LIVE INSTRUCTION

Instructor-led, live online classes, designed by previous CFP Board of Examiners
members — all recorded for future viewing.

Virtual Classroom and On-Demand

Virtual Classroom and On-Demand

TEXTBOOKS (PRINT OR EBOOK)

A well-written, complete and up-to-date program presented in the right order
with the right topic emphasis to maximize your preparedness.




REVIEW READINESS

Study materials and tests that give you a clear answer on the hardest question
of all — "Am I ready?"




EXAM READINESS PREDICTOR

Proven predictions of the chance you'll pass based on your performance during
the Review Readiness tests.





QUESTION BANK, MINI-CASES, AND COMPREHENSIVE CASES

Extra test questions and scenarios built to increase understanding and reinforce
learning through repetition.




MOCK EXAMS

Trial runs that mimic all aspects of the actual CFP® exam, so by the time you
get to the real thing, the pressure's off.




LIVE OFFICE HOURS

Answers to your questions and advice from some of the best in the business — all
in an individual setting.




CALCULATOR BOOK

The tips and tricks you need to save time and make sure your calculations are
correct during the CFP® exam.



DIGITAL FLASHCARDS

A proven method of quick-study to help you recall the many concepts and
definitions covered in the CFP® exam.



INDIVIDUAL COACHING (POST REVIEW READINESS)

One-on-one advice about what to study less, what to study more and an overall
idea of when you might be ready.



SUPPLEMENTAL LECTURES

A bank of video study material to reinforce learning by hearing the same thing
several times, but in different ways.



SUPPLEMENTAL QUESTION/
ANSWER LECTURES

A bank of video study material from a previous interactive setting with students
asking some of the same questions you may have.



100% MONEY-BACK GUARANTEE

Full refund if you don't pass. Although, we know you will. For details click
here. 


Physical or Digital? Ebook Textbook Enroll Now Enroll Now
Physical or Digital? Ebook Textbook Enroll Now Enroll Now

Dalton Education is pleased to announce the return of our four day traditional
classrooms in 2022.
If you are interested in attending CFP® review classes in person in any of the
locations listed here,
please contact a Dalton Education Enrollment Advisor. CALL TODAY: 1-877-805-7081



Swipe to see packages.




LIVE OR VIRTUAL EXAM PREP

Choose the best setting for the way you learn, whether that’s traditional,
virtual or a combination of both. You’ll get the same quality comprehensive CFP®
exam review from whatever option you choose, but 100% virtual is convenient if
you’d like to earn your CFP® certification from the comfort of your home.


HOW CAN WE HELP?

PRE-STUDY BOOKLET

Download Now

REQUEST SAMPLE QUESTIONS

Get Started

DALTON CLASS SCHEDULE

View Now

FREQUENTLY ASKED QUESTIONS

Get Answers


WHAT PROFESSIONALS SAY ABOUT DALTON



"I have thoroughly enjoyed the Dalton Education CFP study program. I completed
the 10 week review for the exam, including a 4 day live review. I successfully
passed the CFP exam and I owe my success to Dalton and their incredible team of
instructors. The Dalton materials, coursework, virtual classroom and schedule
are not only intuitive and user friendly for a working mother, but they are top
notch. I felt prepared for the exam, and after passing the exam I realized how
Dalton had not only prepared me for everything but they over prepared me. I have
a deep understanding for financial planning, and I look forward to taking my
career to the next level. Thank you Dalton! A huge shout out to a team of highly
intelligent and helpful instructors!"

Lindsay W.

"Dalton provided me the materials, resources, and structure that I needed to
complete my certification. From the beginning, I greatly appreciated a detailed
schedule for staying on track with the material while allowing you the
flexibility between deadlines to manage your work and personal life alongside my
certification work. It helped me plan study time accordingly and gave me a
practical benchmark for preparation time. That said, each professor teaching the
material stood out to me whether it was because of their experience with the CFP
exam, pedigree, and/or knowledge and presentation of the material."

Forrest P.

"What I love about the CFP course through Dalton is the flexibility.  I have
co-workers who are taking the program through other providers and they are stuck
all day on a Saturday reviewing and taking tests – not for me.  Also, the exam
prep materials are amazing!  I love the flash cards and the Quick Sheets. The
instructors are amazing and I have felt very supported along the way.  I would
definitely recommend Dalton to others."

Jayln P.

"I recommend Dalton's CFP study program to anyone who is planning to sit for the
test.  It is thorough, well guided, and offers many resources for individual
support.  I can honestly say that I went into the exam KNOWING that I was going
to pass."

Amanda B.

"It came down to the enrollment advisor's responsiveness in addressing my
questions/concerns as primary and then the ability to be flexible with online
courses and working through the coursework. Absolutely would recommend Dalton!
After having taken the exam (and passed!) last week, I appreciate Dalton's
questions even more as they were more realistic to what I saw on the exam. Thank
you! Keep up the good work!"

Morgan B.

"Combined with hard work and dedication, Dalton Education made sure I had what
was needed in order to succeed. Without their experience, diligence, and
structure, I would have spent more time worrying about what to study and when
rather than putting in the hours needed to pass. Dalton knows how to get it done
the first time around!"

Monica Y.

"I have thoroughly enjoyed the Dalton Education CFP study program. I completed
the 10 week review for the exam, including a 4 day live review. I successfully
passed the CFP exam and I owe my success to Dalton and their incredible team of
instructors. The Dalton materials, coursework, virtual classroom and schedule
are not only intuitive and user friendly for a working mother, but they are top
notch. I felt prepared for the exam, and after passing the exam I realized how
Dalton had not only prepared me for everything but they over prepared me. I have
a deep understanding for financial planning, and I look forward to taking my
career to the next level. Thank you Dalton! A huge shout out to a team of highly
intelligent and helpful instructors!"

Lindsay W.

"Dalton provided me the materials, resources, and structure that I needed to
complete my certification. From the beginning, I greatly appreciated a detailed
schedule for staying on track with the material while allowing you the
flexibility between deadlines to manage your work and personal life alongside my
certification work. It helped me plan study time accordingly and gave me a
practical benchmark for preparation time. That said, each professor teaching the
material stood out to me whether it was because of their experience with the CFP
exam, pedigree, and/or knowledge and presentation of the material."

Forrest P.

"What I love about the CFP course through Dalton is the flexibility.  I have
co-workers who are taking the program through other providers and they are stuck
all day on a Saturday reviewing and taking tests – not for me.  Also, the exam
prep materials are amazing!  I love the flash cards and the Quick Sheets. The
instructors are amazing and I have felt very supported along the way.  I would
definitely recommend Dalton to others."

Jayln P.

"I recommend Dalton's CFP study program to anyone who is planning to sit for the
test.  It is thorough, well guided, and offers many resources for individual
support.  I can honestly say that I went into the exam KNOWING that I was going
to pass."

Amanda B.

"It came down to the enrollment advisor's responsiveness in addressing my
questions/concerns as primary and then the ability to be flexible with online
courses and working through the coursework. Absolutely would recommend Dalton!
After having taken the exam (and passed!) last week, I appreciate Dalton's
questions even more as they were more realistic to what I saw on the exam. Thank
you! Keep up the good work!"

Morgan B.

"Combined with hard work and dedication, Dalton Education made sure I had what
was needed in order to succeed. Without their experience, diligence, and
structure, I would have spent more time worrying about what to study and when
rather than putting in the hours needed to pass. Dalton knows how to get it done
the first time around!"

Monica Y.




 

Ready To Begin Your Journey Towards
CERTIFIED FINANCIAL PLANNER™?

Talk to an Education Advisor Today



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Forest University.
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Austin, but is a website developed and hosted by Dalton Education, with
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University of Arizona.
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University of Florida.
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website developed and hosted by Dalton Education, with permission from
University of Tennessee.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.
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