CFP® Certification Education Courses - Which One is Right for You?
If you are considering a career in financial planning, you may want to know “how do I become a CFP® professional?” One of the important areas to explore is satisfying the education requirement to sit for the CFP® certification examination. If you have visited the CFP Board’s website http://www.cfp.net/become/programs.asp you’ll notice there are hundreds of CFP® certification education programs and courses across the country, including traditional classroom, online CFP®, virtual, web-delivered, and live-online. Here’s a summary of the differences between the types of CERTIFIED FINANCIAL PLANNER™ courses.
Traditional Classroom CFP® exam education course – just like high school or college, you drive to school and attend classes on the university’s campus.
Online CFP® exam education course – this is self study, over the Internet. Most of the content is online and you work at your own pace. These programs will give you access for a period of time and cost less than the other types of CFP® certification education programs. The disadvantage to these programs is that many students don’t complete the program. The content is either poorly organized, the technology and design is out of date or the material is just too difficult for students to learn on their own. Only 10% of students that start an online CFP® exam program actually finish the program.
Web Delivered CFP® exam education course (Virtual Classroom or Live-Online) - Students attend class by logging into a website and listening to and watching the instructor present class. Classes meet on a regular basis and offer students the convenience of attending the live lectures or watching the recorded lecture at a time that is more convenient. The primary advantage to these types of programs is convenience and over 90% of students that start these programs, ultimately become a CERTIFIED FINANCIAL PLANNER™. These programs are similar in cost to traditional classroom CFP® exam courses.
Which CFP® certification education program is right for you? It depends on what’s important to you. If price is a concern, then an online CFP® certification course may be appropriate. Alternatively, if you prefer the convenience and flexibility of attending both live and recorded lectures, then the web-delivered certified financial planner course may be more appropriate for you. If your learning style is more comfortable with attending classes on campus, then a traditional classroom CFP® certification education course is the way to go.
What Professionals Say About Dalton
"I recommend Dalton's CFP study program to anyone who is planning to sit for the test. It is thorough, well guided, and offers many resources for individual support. I can honestly say that I went into the exam KNOWING that I was going to pass."
"It came down to the enrollment advisor's responsiveness in addressing my questions/concerns as primary and then the ability to be flexible with online courses and working through the coursework. Absolutely would recommend Dalton! After having taken the exam (and passed!) last week, I appreciate Dalton's questions even more as they were more realistic to what I saw on the exam. Thank you! Keep up the good work!"
"Combined with hard work and dedication, Dalton Education made sure I had what was needed in order to succeed. Without their experience, diligence, and structure, I would have spent more time worrying about what to study and when rather than putting in the hours needed to pass. Dalton knows how to get it done the first time around!"
"I have thoroughly enjoyed the Dalton Education CFP study program. I completed the 10 week review for the exam, including a 4 day live review. I successfully passed the CFP exam and I owe my success to Dalton and their incredible team of instructors. The Dalton materials, coursework, virtual classroom and schedule are not only intuitive and user friendly for a working mother, but they are top notch. I felt prepared for the exam, and after passing the exam I realized how Dalton had not only prepared me for everything but they over prepared me. I have a deep understanding for financial planning, and I look forward to taking my career to the next level. Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors!"
"Dalton provided me the materials, resources, and structure that I needed to complete my certification. From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work. It helped me plan study time accordingly and gave me a practical benchmark for preparation time. That said, each professor teaching the material stood out to me whether it was because of their experience with the CFP exam, pedigree, and/or knowledge and presentation of the material."
"What I love about the CFP course through Dalton is the flexibility. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests – not for me. Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others."
Earn your CFP® Certification