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.

    ...

    Phase I

    15 hours


    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.

    CFP EDUCATION COURSE

    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™

    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
    $2,070.00
    GUARANTEE TO PASS™
    A 100% money-back guarantee that you’ll pass the CFP® exam if you successfully complete The Dalton Review.

    About the Course

    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.

    Classes

    July 2024 CFP® Exam

    November 2024 CFP® Exam

    Option #1
    7:00pm - 10:15pm ET
    Fundamentals,
    Insurance, Investments, Tax, Retirement, Estate


    April 8, 15, 22, 29,May 6, 13

    May 20, 22, 28, June 3, 10

    August 5, 12, 19, 21, 26 September 4

    September 9, 16, 23, 30, October 7

    Option #2
    6:00pm - 9:15pm ET
    Fundamentals,
    Insurance, Investments, Tax, Retirement, Estate

    April 9, 16, 23, 30, May 7, 14

    May 21, 23, 29, June 4, 11

    August 8, 13, 20, 22, 27, September 5

    September 10, 12, 24, October 1, 8

    Traditional, In-Person Classroom

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

    ...

    Classes

    July 2024 CFP® Exam

    November 2024 CFP® Exam

    Fundamentals, Insurance, Investments, Tax, Retirement, Estate

    Location: Emory University, 2635 Century Pkwy NE, Atlanta, GA 30345

    May 15–18

    October 2 – 5

    Double Bow tie Icon

    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 Logo
    UC Berkeley Logo - Berkeley Extension
    LSU E.J. Ourso College of Business Department of Finance CFP Board-Registered Program Logo
    University of Richmond Richmond School of Professional & Continuing Studies Logo
    University of Miami Division of Continuing & International Education Logo
    University of Missouri Personal Financial Planning Logo
    The University of Arizona College of Agriculture & Life Sciences Norton School of Family & Consumer Sciences Personal and Family Financial Planning Logo
    Emory University Continuing Education Logo
     Howard University school of business logo
    George Mason University Continuing and Professional Education Logo
    Northwestern University Logo - Northwestern Financial Planning
    Utah Valley University Logo
    UC Berkeley Logo - Berkeley Extension
    LSU E.J. Ourso College of Business Department of Finance CFP Board-Registered Program Logo
    University of Richmond Richmond School of Professional & Continuing Studies Logo
    University of Miami Division of Continuing & International Education Logo
    University of Missouri Personal Financial Planning Logo
    The University of Arizona College of Agriculture & Life Sciences Norton School of Family & Consumer Sciences Personal and Family Financial Planning Logo
    Emory University Continuing Education Logo
     Howard University school of business logo
    George Mason University Continuing and Professional Education Logo
    Northwestern University Logo - Northwestern Financial Planning

    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

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