Association of African American Financial Advisors (AAAA)


Dalton Education is pleased to offer preferred pricing on all CFP® education courses and review for AAAA members.

Choose one of two delivery methods to complete your CFP® education requirements from any of our many prestigious university partners and become a CERTIFIED FINANCIAL PLANNER in less than a year. Pass the CFP® Exam or get 100% money back.




CFP Education +

Choose from one of our instructor-led online education courses for more structured learning or a self-paced program for busy professionals looking to fit their CFP® education requirements into their busy schedule as time permits. The Dalton Review® and Dalton Review Guarantee to Pass programs offer live and on-demand review classes with industry leading materials to prepare you to pass the CFP® exam.

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Financial Assistance

Dalton Education is proud to offer financial assistance for CFP® certification education products to minority individuals who are not currently planners or advisors. We want to bolster the number of educated and credentialed minority individuals in the financial field by helping career changers and new-to-the-field professionals earn their CFP® certification. Qualified individuals may receive financial assistance up to $3,000 towards CFP® certification education.



SIE Adoption & Sponsorship

The Securities Industry Essentials (SIE) exam is an introductory-level exam that assesses a candidate's knowledge of basic securities industry information. Students who pass the SIE exam have a stronger resume that demonstrates advanced knowledge of the securities industry; they're also one step closer to passing a securities licensing exam, like the Series 6 or Series 7. As universities adopt SIE curricula, Dalton Education, in partnership with Pass Perfect, encourage firms to sponsor students.


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Obtain a certificate of completion from one of our many university partners:

Emory University • George Mason University • Howard University • LSU • Northwestern University • NYU • Pepperdine University • Santa Clara University • UC Berkeley • University of Miami • University of Missouri • University of Richmond • Utah Valley University • Wake Forest University

Please contact your dedicated AAAA Account Manager with any questions about our packages or to enroll today:

Wendy Gillet
West Coast Regional Account Manager
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Mike Glebke
East Coast Regional Account Manager
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Quick Links:

    • FAQ's
    • View class schedules:
May 2020 through December 2020
  • Option #1: Monday and Wednesday 5 - 7pm CT - classes begin May 11th, 2020
  • Option #2: Tuesday and Thursday 7 - 9pm CT - classes begin May 12th, 2020
  • For individual class times, download PDF

July 2020 through March 2021
  • Monday and Wednesday 5 - 7pm CT - classes begin July 20th, 2020
  • For individual class times, download PDF

September 2020 through April 2020
  • Option #1: Monday and Wednesday 5 - 7pm CT - classes begin September 14th, 2020
  • Option #2: Tuesday and Thursday 7 - 9pm CT - classes begin September 15th, 2020
  • For individual class times, download PDF


Education + Review Packages

Choose one of our four packages with exclusive AAAA pricing to complete your CFP® education requirements and pass the CFP® Exam, guaranteed!

We offer virtual classroom learning with our Virtual Classroom Package or the premier Guarantee to Pass virtual classroom program that combines education and review courses with our 100% money back guarantee to give you best in class preparation to pass the CFP® exam.

We also offer self-paced packages for busy professionals with education courses only or education and review courses.


Pricing Chart

 Self Study EducationSelf Study + Dalton ReviewVirtual ClassroomGuarantee To Pass
AAAA Preferred Pricing$3,595$4,315$5,917$6,995
InstructionSelf-PacedSelf-PacedVirtual ClassroomVirtual Classroom
Online Final Exam ReviewsCheckCheckCheckCheck
Flashcards Check Check
The Dalton Review® Check  
The Dalton Review®
Guarantee to Pass
100% Money Back Guarantee   Check


Already completed your CFP education?

Prepare for the CFP® Exam with The Dalton Review® comprehensive preparation plan. Upgrade to The Dalton Review Guarantee to Pass program to get a 100% money back guarantee that you will pass.

The Dalton Review® Guarantee to Pass

Takes the country’s finest CFP® Exam review and injects it with a whole new level of confidence: a 100% money-back guarantee you will pass your CFP® Exam, the first time. We guarantee it! This review includes everything in the below review in addition to a more customized approach to preparing you to pass.



The Dalton Review®

The Dalton Review® is a comprehensive preparation plan for individuals planning to take the CERTIFIED FINANCIAL PLANNER Certification Examination. Our instructors are some of the best in the country; many have written questions for the exam and served on the Board of Examiners (now CFP® Board's Council on Examinations). Students receive a pre-study booklet, a 36 hour, live review for the CFP® Certification Examination, and access to the 2,000+ question testbank. Access to the eReview recordings is available on-demand.



Ethics CE Course

The CFP Board's Code of Ethics and Standards of Conduct course is for those individuals who have already obtained their CFP® certification.