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Fundamentals Online Course Material, Exams, and Textbooks - FP1

This course covers the fundamentals of financial planning, including key functions, time value of money, economic and legal environments, financial analysis, and ethical considerations. It also provides practical experience with data gathering, personal financial statements, budgeting, and regulatory requirements.

Fundamentals Online Course Material, Exams, and Textbooks - FP1 - Ebook

Textbook included:

  • Fundamentals of Financial Planning, 8th Edition ISBN: 978-1-957511-54-2
  • Financial Calculator Essentials

$319

Fundamentals Online Course Material, Exams, and Textbooks - FP1 - Textbook

Textbook included:

  • Fundamentals of Financial Planning, 8th Edition ISBN: 978-1-957511-54-2
  • Financial Calculator Essentials

$339

Insurance Planning Online Course Material, Exams, and Textbooks - FP2

This course covers basic financial planning principles and introduces risk management concepts, including risk exposure identification, legal aspects of insurance, policy analysis, and employee benefits. It also provides practical knowledge of life insurance types and needs analysis, property and casualty insurance, medical and disability coverage, Social Security benefits, and use of the financial calculator.

Insurance Planning Online Course Material, Exams, and Textbooks - FP2 - Ebook

Textbook included:

  • Insurance Planning, 8th Edition ISBN: 978-1-957511-66-5

$199

Insurance Planning Online Course Material, Exams, and Textbooks - FP2 - Textbook

Textbook included:

  • Insurance Planning, 8th Edition ISBN: 978-1-957511-66-5

$219

Investment Planning Online Course Material, Exams, and Textbook - FP3

This course material introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client’s risk tolerance and select appropriate assets based on the assessed risk tolerance and the client’s goals.

Investment Planning Online Course Material, Exams, and Textbook - FP3 - Ebook

Textbook included:

  • Investment Planning: Concepts and Strategies, 3rd Edition. ISBN: 978-1-946711-11-3

$344

Investment Planning Online Course Material, Exams, and Textbook - FP3 - Textbook

Textbook included:

  • Investment Planning: Concepts and Strategies, 3rd Edition. ISBN: 978-1-946711-11-3

$364

Income Tax Planning Online Course Material, Exams, and Textbook - FP4

This course material provides detailed coverage of gross income inclusions, exclusions, deductions before and after adjusted gross income, and tax credits, while focusing on the taxation of individuals, sole proprietorships, C-corps, S-corps, partnerships and LLCs. In addition, participants will learn planning techniques for taxation avoidance and minimization strategies.

Income Tax Planning Online Course Material, Exams, and Textbook - FP4 - Ebook

Textbook included:

  • Income Tax Planning, 19th Edition eISBN: 978-1-957511-29-0

$379

Income Tax Planning Online Course Material, Exams, and Textbook - FP4 - Textbook

Textbook included:

  • Income Tax Planning, 19th Edition ISBN: 978-1-957511-28-3

$399

Retirement Planning Online Course Material, Exams, and Textbook - FP5

This course material provides a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans) and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security disability and health care programs such as Medicare.

Retirement Planning Online Course Material, Exams, and Textbook - FP5 - Ebook

Textbook included:

  • Retirement Planning, 21st edition. eISBN: 978-1-957511-33-7

$384

Retirement Planning Online Course Material, Exams, and Textbook - FP5 - Textbook

Textbook included:

  • Retirement Planning, 21st edition. ISBN: 978-1-957511-32-0

$404

Estate Planning Online Course Material, Exams, and Textbook - FP6

This course material provides professionals with an introduction to wills, trusts, the probate process and the taxation of estates. Course participants also will learn the tax implications of gifts and bequests during lifetime and at death. The approach provides students with taxation avoidance and minimization techniques useful in planning a client’s estate.

Estate Planning Online Course Material, Exams, and Textbook - FP6 - Ebook

Textbook included:

  • Estate Planning, 13th Edition.

    ISBN: 978-1-946711-00-7

$359

Estate Planning Online Course Material, Exams, and Textbook - FP6 - Textbook

Textbook included:

  • Estate Planning, 13th Edition.

    ISBN: 978-1-946711-00-7

$379

What students are saying

"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.
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