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CFP® Certification Capstone Course

Accelerate Your CFP® Certification

Your CFP® certification may be closer than you think. Our Capstone Course prepares you for the CFP Board’s Accelerated Path so you can earn your mark — faster.

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Fast-Track with Approved Credentials

If you have certain professional designations or advanced degrees, you qualify for the CFP Board’s Accelerated Path to CFP® certification. This allows you to bypass most of the education requirement and complete just the Capstone Course to become eligible to sit for the CFP® exam.

The deadline to complete the Capstone Course is approximately one month prior to the CFP® Board’s Education Verification Deadline for each exam.

Approved Designations:

  • Certified Public Accountant (CPA)
  • Licensed Attorney
  • Chartered Financial Analyst (CFA®)
  • Doctor Of Business Administration
  • Chartered Financial Consultant (CHFC®)
  • Ph.D. In Financial Planning, Finance, Business Administration, Or Economics
  • Chartered Life Underwriter (CLU®)
  • CFP Certification From Outside The U.S. [From The Financial Planning Standards Board Ltd. (FPSB) Affiliate Located In Your Territory Of Residence]

Curriculum

Our Capstone Course is a flexible two-part program you can start at any time. You’ll learn with a blend of self-paced study and live instructor support — both online.

15 hours

Phase I

Phase I consists of three online, self-paced learning lessons and a midterm exam. You’ll learn through a combination of readings and videos, and practice questions help you review for the midterm exam. This phase introduces you to the financial planning process and teaches you to gather and analyze client data, develop recommendations, and understand a complete financial plan presentation.

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30 hours

Phase II

In Phase II, you’ll watch the instructor develop and deliver a financial plan via recorded videos. Then you’ll use the same techniques to assemble and present your own financial plan. In this phase, a live office hour is held so you can receive instructor support while developing your financial plan.

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CFP® Certification Capstone Course

Leverage the experience you already have to fast-track your CFP® certification with our Capstone Course.

Guarantee your success with
The Dalton Review® Guarantee to Pass™

Designed with one goal in mind – your success – The Dalton Review is the proven roadmap and 2-3 month program that will guide you towards passing the prestigious CFP® exam with confidence.

  • Digital Flashcards

  • Individual Coaching (Pre & Post Review)

  • Supplemental Q&A Sessions

$2,495
$2,320
Save $175
GUARANTEE TO PASS™
A 100% money-back guarantee that you’ll pass the CFP® exam if you successfully complete The Dalton Review.
CFP EXAM PREP
$1,659
$1,530
Save $129
$3,355
Enroll

About the Course

What’s Included

CFP® Certification Capstone Course with

The Dalton Review® Guarantee to Pass™

CAPSTONE COURSE

  • Recorded Lectures

  • Cases in Financial Planning E-book

  • Practice Questions

  • Live Office Hour

EXAM PREP

  • Textbooks (e-books)

  • Live Exam Prep (Online or In-Person)

  • Review Readiness Quiz

  • Question Bank, Mini-Cases, and Comprehensive Cases

  • Mock Exams

  • Recorded Lectures

  • Exam Readiness Predictor

  • Live Office Hours

GUARANTEE TO PASS™

  • 100% money-back guarantee for students who successfully complete The Dalton Review.

SUPPLEMENTAL SUPPORT

  • Digital Flashcards

  • Individual Coaching (Pre & Post Review)

  • Supplemental Lectures

  • Supplemental Q&A Sessions

  • Calculator Book

CFP® Certification Capstone Course with

The Dalton Review®

CAPSTONE COURSE

  • Recorded Lectures

  • Cases in Financial Planning E-book

  • Practice Questions

  • Live Office Hour

EXAM PREP

  • Textbooks (e-books)

  • Live Exam Prep (Online or In-Person)

  • Review Readiness Quiz

  • Question Bank, Mini-Cases, and Comprehensive Cases

  • Mock Exams

  • Recorded Lectures

  • Exam Readiness Predictor

  • Live Office Hours

CFP® Certification Capstone Course

CAPSTONE COURSE

  • Recorded Lectures

  • Cases in Financial Planning E-book

  • Practice Questions

  • Live Office Hour

Upcoming Dalton Review Schedules

If you’re adding The Dalton Review exam prep program to your Capstone Course, choose the best setting and schedule for you. Whichever option you choose, you’ll get the same comprehensive CFP® exam review.

Virtual, Instructor-Led Online Schedule

Prep for the CFP® exam from the comfort of your home with several schedule options.

When you choose the Weeknight schedule, you follow a detailed 15-week schedule with a day-to-day study plan. There are a total of 11 sessions.

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Instructor-Led Online program

Option #1

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

July 2026

Start Date

April 13, 2026

End Date

June 15, 2026

Class Schedule

7:00 pm - 10:15 pm ET

  • April — 13, 20, 27
  • May — 4, 11, 18, 20, 27
  • June — 1, 8, 15

CFP® Exam

November 2026

Start Date

August 03, 2026

End Date

October 05, 2026

Class Schedule

7:00 pm - 10:15 pm ET

  • August — 3, 10, 17, 19, 24, 31
  • September — 9, 14, 21, 28
  • October — 5

Instructor-Led Online program

Option #2

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

July 2026

Start Date

April 14, 2026

End Date

June 16, 2026

Class Schedule

6:00 pm - 9:15 pm ET

  • April — 14, 21, 28
  • May — 5, 12, 19, 21, 28
  • June — 2, 9, 16

CFP® Exam

November 2026

Start Date

August 04, 2026

End Date

October 06, 2026

Class Schedule

6:00 pm - 9:15 pm ET

  • August — 4, 11, 18, 20, 25
  • September — 1, 10, 15, 22, 29
  • October — 6

Traditional, In-Person Classroom

Benefit from an in-person learning experience with a 4-day CFP® exam prep class.

Atlanta, GA

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

Emory University

2635 Century Pkwy NE

Atlanta, GA 30345

CFP® Exam

July 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

June 3 - 6

CFP® Exam

November 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

October 7 - 10

Your pick of elite universities

Boost your credibility with CFP® certification from a top school, powered by Dalton’s expert-designed programs. Pick any of our university partners – you’ll get the same best-in-class education. No university enrollment required!

Utah Valley University logoUC Berkeley Extension logoLouisiana State University logoUniversity of Richmond logoUniversity of Miami logoUniversity of Missouri logoUniversity of Arizona logoEmory University logoHoward University logoGeorge Mason University logoNorthwestern University logo
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FAQ’s

Talk to an advisor today.

Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We’ve got you covered.

Office hours: M-F, 8am-5pm EST

1-844-721-7503Request More Information

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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