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.


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

    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.


    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.


    March 2024 CFP® Exam

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

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

    February 1, 6, 8, 13

    Traditional, In-Person Classroom

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



    March 2024 CFP Exam

    Fundamentals, Insurance, Investments, Tax, Retirement, Estate

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

    January 24-27


    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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