CFP® Capstone Course

CFP® Certification Capstone Course

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:

Ph.D. in business or economics
Doctor of Business Administration
Licensed Attorney – inactive license acceptable
Licensed Certified Public Accountant (CPA) – inactive license acceptable
Chartered Financial Consultant (ChFC)
CFP® certification from the Financial Planning Standards Board Ltd. (FPSB). Affiliate located in your territory of residence outside the U.S.

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.

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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.

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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

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

$2,070.00

GUARANTEE TO PASS™

A 100% money-back guarantee that you’ll pass the CFP® exam if you successfully complete The Dalton Review.

$2,995.00

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About the Course

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.

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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	March 2024 CFP® Exam
Option #1 7:00pm - 10:15pm ET Fundamentals, Insurance, Investments, Tax, Retirement, Estate	January 8, 10, 15, 17, 22, 24, 29, 31 February 5, 7, 12
Option #2 6:00pm - 9:15pm ET Fundamentals, Insurance, Investments, Tax, Retirement, Estate	January 9, 11, 16, 18, 23, 25, 30 February 1, 6, 8, 13

Classes

March 2024 CFP® Exam

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

January 8, 10, 15, 17, 22, 24, 29, 31
February 5, 7, 12

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

January 9, 11, 16, 18, 23, 25, 30

February 1, 6, 8, 13

Request a Detailed Sample Schedule

Classes	March 2024 CFP® Exam
Four Saturday's 9:00am - 7:00pm ET Saturday #1 and #2 (Fundamentals, Insurance, Investments) Saturday #3 and #4 (Tax, Retirement, Estate)	January 20 & 27 February 3 & 10

Classes	March 2024 CFP® Exam
9:00am - 7:00pm ET Day #1 and #2 (Fundamentals, Insurance, Investments) Day #3 and 4 (Tax, Retirement, Estate)	February 7-10

Traditional, In-Person Classroom

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

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Classes	March 2024 CFP Exam
Fundamentals, Insurance, Investments, Tax, Retirement, Estate Location: Emory University 2635 Century Pkwy NE, Atlanta, GA 30345	January 24-27

Classes	March 2024 CFP® Exam
Fundamentals, Insurance, Investments, Tax, Retirement, Estate Convene at 530 Fifth Avenue, 530 Fifth Avenue, New York, NY 10036	January 31 - February 3

Classes	March 2024 CFP® Exam
Fundamentals, Insurance, Investments, Tax, Retirement, Estate Hilton Garden Inn, 1333 North Courthouse Rd., Arlington, VA 22201	Februray 7-10

Classes	March 2024 CFP® Exam
Fundamentals, Insurance, Investments, Tax, Retirement, Estate Northwestern University, Wieboldt Hall, 339 E Chicago Ave, Chicago, IL 6061	January 24-27

Classes	March 2024 CFP® Exam
Fundamentals, Insurance, Investments, Tax, Retirement, Estate DFW Campus, 4201 State HWY 161, Suite 250, Irving, TX 75038	January 31 - February 3

Classes	March 2024 CFP® Exam
Fundamentals, Insurance, Investments , Tax, Retirement, Estate UC-Irvine, 510 E Peltason Dr., Irvine, CA 92697	February 14-17

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!