Applied Learning Library™ is now CFP CE and NASBA CE approved + 5 new courses just added.

CFP® Certification Capstone Course

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CFP® Certification Capstone Course

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 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.

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45-Hour Education Course

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CFP Exam Prep

Our comprehensive review program that includes:

  • Instructor Support
  • Exam Prep
  • Study Materials

Student Success Coach

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6-15 Month Duration

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CFP Education Course - Ebook

CFP® Certification Capstone Course

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

CFP Education Course - Ebook

CFP® Certification Capstone Course

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

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.

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.

2024

The Dalton Review® Virtual Class Schedule

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.

Upcoming In-Person Classroom Schedule

Our in-person option meets for four days from 8:00 am – 6:00 pm, local time.

The Dalton Review® Office Hours Schedule

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!

Northwestern University logoHoward University logoUniversity of Tennessee Haslam College of Business logoUtah Valley University logoUniversity of Richmond logoUniversity of Missouri logoNew York University LogoUniversity of Miami logoUniversity of Arizona logoLouisiana State University logoGeorge Mason University logoEmory University logoUC Berkeley Extension logoWake Forest University logoPepperdine Graziado logo

FAQs

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

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