Start your CFP® certification journey

    Programs designed for success through expert faculty, success coaching, and industry-leading curriculum


    Pass Rate when students leverage the Dalton Review1


    National Average pass rate on the March 2024 CFP® exam2


    Of today's CFP® professionals have earned their marks with us3

    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 successor receive your money back.


    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.

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    Convenient Online Schedules

    Flexible education schedules with classes meeting 2 nights / week

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    Study Resources

    Additional study materials including textbooks, test bank, & calculator book

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    Live + Recorded Classes

    Instructor-led, live-online classes that are recorded for future viewing

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    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.

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    10-20 hours per week of course work with self-led time commitment

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    Complete and up-to-date content — choose print or ebook

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    Student Success Coach

    Dedicated advisor that checks your progress and helps you stay on track

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    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.

    Compare Learning Pathways

    Highest Pass Rates

    Instructor-Led Online

    Benefit from structured, scheduled courses led by top-notch faculty dedicated to your success.

    Our Winning Combination

    The Dalton Review® Guarantee to Pass™

    Self Study

    Learn at your own pace through text-based learning and comprehensive resources.

    The Dalton Review®

    #1 in CFP® certification

    With pass rates that exceed the national average, Dalton’s CFP® certification programs ensure that success is achievable for everyone.

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    Qualified Instructors

    Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.

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    Highest Quality Content

    Our comprehensive curriculum is carefully designed with input from top CFP® professionals and is used in 200 university classrooms.

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    High Pass Rates

    With pass rates significantly above the national average, we guarantee you’ll pass - or your money back.

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    Top University Partners

    We partner with 17 elite universities to give you more choices.

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    Flexible Study Options

    Choose the best program for you, with self-paced, instructor-led, online, and in-person options.

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    Personalized Support

    Get the help you need every step of the way from our expert instructors and program advisors.

    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.

    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