Fast-Track with Approved Credentials
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:
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
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.
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 withThe 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
About the Course
About the Course
CFP® Certification Capstone CoursewithThe 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 CoursewithThe 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
CFP® Certification Capstone Course
45-Hour Education Course
Students have 6 months from the date of purchase to complete the Capstone Course. Most students typically take 4–6 weeks to finish the course.
CFP Exam Prep
2-3 month Dalton Review (Optional)
CFP® Certification Capstone Course
The Capstone Course can be taken by new and returning students who would benefit from applying the knowledge and strategies they’ve learned to developing and presenting a comprehensive financial plan. This course is also perfect for those who qualify for the CFP Board Accelerated Path and want to bypass most of the education component of CFP® certification with a convenient online course.Virtual, Instructor-Led Online Schedule
Virtual, Instructor-Led Online Schedule
Prep for the CFP® exam from the comfort of your home with several schedule options.
Traditional, In-Person Classroom
Traditional, In-Person Classroom
Benefit from an in-person learning experience with a 4-day CFP® exam prep class.
Your pick of elite universities
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!
FAQ's
FAQ's
Talk to an advisor today.
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
What students are saying
What students are saying