Pass Rate when students successfully complete The Dalton Review1
National Average pass rate on the November 2024 CFP® exam2
Of today's CFP® professionals have earned their marks with us3
Find the program that works for you
Find the program that works for you
CFP education program • CFP exam prep • money-back guarantee
Instructor-Led Online
Our Instructor-Led Online program is perfect for interactive learners who will benefit from structured, scheduled courses led by dedicated top-notch faculty.
The Dalton Review® Guarantee to Pass™
Supplement our Instructor-Led Online Education Program with our comprehensive CFP® exam review and all the resources to guarantee exam success — or receive your money back.
Instructor Guidance
Instructor Guidance
You'll benefit from the guidance of experienced instructors who are dedicated to your success, fostering a sense of accountability and collaboration within our dynamic cohort community.
Convenient Online Schedules
Convenient Online Schedules
Flexible education schedules with classes meeting 2 nights / week
Study Resources
Study Resources
Additional study materials including textbooks, test bank, & calculator book
Live + Recorded Classes
Live + Recorded Classes
Instructor-led, live-online classes that are recorded for future viewing
10-15 months
10-15 months
10-12 Month Education Course
+ 2-3 Month Dalton Review
CFP education program
Self Study
Self Study provides motivated, experienced financial professionals and driven students with the flexibility and comprehensive resources to learn at their own pace through text-based learning.
Self-Guided
Self-Guided
10-20 hours per week of course work with self-led time commitment
Text-based
Text-based
Complete and up-to-date content — choose print or ebook
Student Success Coach
Student Success Coach
Dedicated advisor that checks your progress and helps you stay on track
6-15 months
6-15 months
6-12 Month Education Course
+2-3 Month Dalton Review
The Dalton Review®
Combine the flexibility of self-paced education with the certainty of our top-rated CFP® exam review program. After completing the education portion at your own pace, you'll start the 36-hour live exam review in your choice of online and/or in-person classroom.
#1 in CFP® certification
#1 in CFP® certification
Let us guide you to success with the most trusted education programs in the industry — backed by unrivaled resources and support.
Let us guide you to success with the most trusted education programs in the industry — backed by unrivaled resources and support.
Qualified Instructors
Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.
Highest Quality Content
Our comprehensive curriculum is carefully designed with input from top CFP® professionals and is used in 200 university classrooms.
Pass Guarantee
We're so confident you'll pass the first time that we offer the industry's only 100% money-back guarantee.
Top University Partners
Choose from a prestigious selection of 17 universities, guaranteeing you'll receive an education you can be proud of.
Flexible Study Options
Choose the best program for you, with self-paced, instructor-led, online, and in-person options.
Personalized Support
Get the help you need every step of the way from our expert instructors and program advisors.
Compare Learning Pathways
Compare Learning Pathways
Recommended
Instructor-Led Online
Benefit from structured, scheduled courses led by top-notch faculty dedicated to your success.
Instructor-Led Online
Personalized Support
- Instructor access by email
- Student Success Coach
- Live Instruction with On-Demand Access
Study Materials
- Textbooks (e-books)
- Testbank Question Pool
- Calculator Book
The Dalton Review® Guarantee to Pass™(Optional)
Guarantee To Pass™
- 100% money-back guarantee for students who successfully complete The Dalton Review.
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
Supplemental Support
- Digital Flashcards
- Individual Coaching (Pre & Post Review)
- Supplemental Lectures
- Supplemental Q&A Sessions
- Calculator Book
Instructor-Led Online
10-12 month Education Course
5 hours of weekly class time, 10-15 hours dedicated self study time/week
See Cohort Schedule >CFP Exam Prep
2-3 month Dalton Review (Optional)
Instructor-Led Online
Ideal for students seeking to learn with the guidance and support of an expert instructor. By participating in a virtual classroom setting, connect with and learn alongside like-minded students in your cohort.Our Winning Combination
The Dalton Review® Guarantee to Pass™
Self Study
Learn at your own pace through text-based learning and comprehensive resources.
Self Study
Personalized Support
- Instructor access by email
- Student Success Coach
Study Materials
- Textbooks (e-books)
- Testbank Question Pool
- Calculator Book
The Dalton Review®(Optional)
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
Self Study
6-12 month Education Course
12-30 hours of dedicated self study time/week
CFP Exam Prep
2-3 month Dalton Review (Optional)
Self Study
Best-suited for students and professionals with prior experience, the Self Study course involves independent learning with our course books and materials.The Dalton Review®
Recommended
Instructor-Led Online
Benefit from structured, scheduled courses led by top-notch faculty dedicated to your success.
Self Study
Learn at your own pace through text-based learning and comprehensive resources.
Instructor-Led Online
Personalized Support
- Instructor access by email
- Student Success Coach
- Live Instruction with On-Demand Access
Study Materials
- Textbooks (e-books)
- Testbank Question Pool
- Calculator Book
Self Study
Personalized Support
- Instructor access by email
- Student Success Coach
Study Materials
- Textbooks (e-books)
- Testbank Question Pool
- Calculator Book
The Dalton Review® Guarantee to Pass™(Optional)
Guarantee To Pass™
- 100% money-back guarantee for students who successfully complete The Dalton Review.
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
Supplemental Support
- Digital Flashcards
- Individual Coaching (Pre & Post Review)
- Supplemental Lectures
- Supplemental Q&A Sessions
- Calculator Book
The Dalton Review®(Optional)
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
Instructor-Led Online
10-12 month Education Course
5 hours of weekly class time, 10-15 hours dedicated self study time/week
See Cohort Schedule >CFP Exam Prep
2-3 month Dalton Review (Optional)
Self Study
6-12 month Education Course
12-30 hours of dedicated self study time/week
CFP Exam Prep
2-3 month Dalton Review (Optional)
Instructor-Led Online
Ideal for students seeking to learn with the guidance and support of an expert instructor. By participating in a virtual classroom setting, connect with and learn alongside like-minded students in your cohort.Self Study
Best-suited for students and professionals with prior experience, the Self Study course involves independent learning with our course books and materials.Our Winning Combination
The Dalton Review® Guarantee to Pass™
The Dalton Review®
Our leaders, instructors, and team
Our leaders, instructors, and team
At Dalton, we've brought together a team of highly effective, respected, and skilled professionals to develop and deliver our content and instruction.
At Dalton, we've brought together a team of highly effective, respected, and skilled professionals to develop and deliver our content and instruction.
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