Discover the rebuilt learning experience
The Dalton Review® Guarantee to Pass™
For those who refuse to leave success to chance. Know where you stand. Know what to study. Know when you’re ready. Your Readiness Score, targeted remediation, and 3,400+ exam-authentic practice questions keep you focused on what matters most—backed by the industry’s only 100% money-back guarantee.
Every detail designed for your success
The all-new Dalton Review®. Nothing else prepares you like this.
This isn’t an update. It’s a complete rebuild of how you prepare for the CFP® exam. Practice that feels like the real thing. Feedback that turns every miss into progress. Lessons aimed at the concepts that trip people up most. Experts who teach as one team.
Your study plan, your practice, and your coaching finally work together. The Dalton Review® Guarantee to Pass™ is here. Let us be your partner in taking your career to the next level.
A clear starting point and a guided path forward, including a schedule-first onboarding that takes the guesswork out of where to begin and what to do next. The diagnostic → practice → proficiency-report loop, paired with a question bank covering every learning objective from every angle, gives you assurance on exam day knowing you’ve done everything you could to prepare. It’s the difference between feeling ready and being ready.
With 3,400+ carefully crafted practice questions, realistic case studies, and an experience designed to mirror exam day, candidates build critical thinking skills that extend well beyond certification and into their careers. Timed assessments and a full mock exam build familiarity with exam-day pressure, turning dread into composure.
If you miss a question, you’ll understand why and know exactly what to go back and work on. Quick Reference Guides, short explainer videos, and micro-lessons make tricky topics easier to tackle, while Audio Review fits learning into commutes, workouts, and everyday life. It’s extra support without adding to the workload, helping you stay motivated and make steady progress.
Rebuilt from the ground up in a modern, intuitive learning platform, every chapter follows a simple, consistent flow so candidates always know where they are and what’s next. The expert instructors, live classes, office hours, and support are all still here, now with even more tools to help candidates prepare between sessions and come to class ready to tackle tougher topics.
“Dalton has once again pulled away from the “me too” providers. Their new learning and delivery platform will reach every student where they are, and will take them where they want to go. If you are truly serious about becoming a CFP® professional, you owe it to yourself to explore Dalton Education.”
David Durr | PhD, CFA, CFP®
Study Path
The Dalton Review® Guarantee to Pass™ is a blended program of self study and instructor-led classes, with multiple schedule options. Whichever schedule you choose, you’ll have access to the same self-study resources and cover the same material in the Live Review Classes. Most students complete the program in 2–3 months.
Assess
Know where you stand from day one
Your schedule and study plan are waiting when you log in. In your first week, take the Review Readiness Assessment. It gives you a starting benchmark and shows which topics need the most attention.
- Review Readiness Assessment to benchmark your knowledge
- Your class schedule, front and center
- Guided onboarding that shows you exactly how to complete the program
Resources tab and tutorials, all in one place.
Learn
Practice, apply, and sharpen, week after week
Each week focuses on the chapters in your schedule. Work through them online, test yourself, apply what you learned in a case study, then bring it to your live class.
- A downloadable Quick Reference Guide for every chapter
- Micro Learning Units that show where test takers go wrong and the right call
- Key Rules, case studies, and practice questions built into every chapter
- Live classes, office hours, and student support sessions
The Review Book for deeper dives, when you need them.
Target
Put your study time where it counts
As you work through the domains, your Proficiency report shows where you’re strong and where you need more work. Build custom practice sets to close the gaps and take simulated exams to test yourself under exam conditions.
- Proficiency Report that pinpoints strengths and areas for improvement
- Custom practice sets by chapter or topic
- Mock exams that simulate the CFP® exam experience
- Flashcards* to reinforce key concepts, rules, and terminology through quick, active recall
- Audio Reviews* to strengthen retention and keep important concepts fresh wherever you study
*Included with The Dalton Review® Guarantee to Pass™ package. Available as add ons for The Dalton Review®
Finish Strong
Walk into exam day with confidence
Bring it all together with comprehensive case studies across the full curriculum. Take the Exam Readiness Assessment on the preset dates in your schedule to confirm you’re prepared. Clear guidance walks you through exam week and what to do after.
- Comprehensive case studies across all domains
- Exam Readiness Assessment to confirm you’re ready
- Step-by-step guidance for your final weeks and exam week
Next-step support after the exam, whatever your results
What’s Included
In-Person & Virtual Classroom Settings
Money Back Guarantee
The Dalton Review® Guarantee to Pass™
What’s Included
Exam Prep
Textbooks (e-books)
Live Exam Prep (Online or In-Person)
Live Office Hours & Student Support Sessions
Review Readiness Quiz
Quick Reference Guides
Micro Learning Units
AI Study Tools
Question Bank, Short Scenarios, Case Studies
Simulated Exams
Recorded Lectures
Exam Readiness Predictor
Guarantee To Pass™
100% money-back guarantee for students who successfully complete The Dalton Review.
Supplemental Support
Digital Flashcards
Individual Coaching (Pre & Post Review)
Calculator Book
CFP® Exam Audio Review
The Dalton Review®
What’s Included
Exam Prep
Textbooks (e-books)
Live Exam Prep (Online or In-Person)
Live Office Hours & Student Support Sessions
Review Readiness Quiz
Quick Reference Guides
Micro Learning Units
AI Study Tools
Question Bank, Short Scenarios, Case Studies
Simulated Exams
Recorded Lectures
Exam Readiness Predictor
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.
Instructor-Led Online program
Option #1
CFP® Exam
November 2026Start Date
August 03, 2026
End Date
October 05, 2026
Class Schedule
7:00 pm - 10:15 pm ET
- August — 3, 10, 17, 19, 24, 31
- September — 9, 14, 21, 28
- October — 5
CFP® Exam
March 2027Start Date
January 11, 2027
End Date
February 15, 2027
Class Schedule
7:00 pm - 10:15 pm ET
- January — 11, 13, 18, 20, 25, 27
- February — 1, 3, 8, 10, 15
Instructor-Led Online program
Option #2
CFP® Exam
November 2026Start Date
August 04, 2026
End Date
October 06, 2026
Class Schedule
6:00 pm - 9:15 pm ET
- August — 4, 11, 18, 20, 25
- September — 1, 10, 15, 22, 29
- October — 6
CFP® Exam
March 2027Start Date
January 12, 2027
End Date
February 16, 2027
Class Schedule
6:00 pm - 9:15 pm ET
- January — 12, 14, 19, 21, 26, 28
- February — 2, 4, 9, 11, 16
This schedule provides less structure than the Weeknight schedule, allowing more flexibility in the self-study portion of your study plan. Classes are held over four consecutive Saturdays.
Instructor-Led Online program
Weekend
CFP® Exam
November 2026Start Date
September 19, 2026
End Date
October 10, 2026
Class Schedule
Four Saturdays
9:00 am - 7:00 pm ET
- September 19 & September 26
- October 3 & October 10
CFP® Exam
March 2027Start Date
January 30, 2027
End Date
February 27, 2027
Class Schedule
Four Saturdays
9:00 am - 7:00 pm ET
- January 30 & February 06
- February 20 & February 27
This schedule provides less structure than the Weeknight schedule, allowing more flexibility in the self-study portion of your study plan. Classes are held over four consecutive days.
Instructor-Led Online program
4-Day
CFP® Exam
November 2026Start Date
September 23, 2026
End Date
September 26, 2026
Class Schedule
9:00 am - 7:00 pm ET
September 23-26
CFP® Exam
March 2027Start Date
February 17, 2027
End Date
February 20, 2027
Class Schedule
9:00 am - 7:00 pm ET
February 17-20
Dedicated office hours for additional exam prep
Enhance your education and exam prep with dedicated office hours available for both online and traditional class attendees. These virtual sessions offer valuable non-agenda time for students to ask questions during their studies.
Whether you submit queries beforehand or ask in real-time, our office hours provide ample opportunities for clarification and guidance in the self-study portions of the program.
View office hours schedule below.
The Dalton Review® office hours and student support sessions schedule
Drop in for extra time with instructors to review highly tested topics, clarify challenging concepts, and get answers to frequently asked questions. Slides are posted in the learning platform before each session, so you can see the topics that will be discussed. Students are encouraged to submit questions in advance so our instructors can address specific areas where additional support may be helpful.
Fundamentals, Insurance, Investments
CFP® Exam
November 2026Class Schedule
8/28/2026 (4:30 - 6:30 pm ET)
CFP® Exam
March 2027Class Schedule
1/14/2027 (4:30 - 6:30 pm ET)
Fundamentals, Insurance, Investments
CFP® Exam
November 2026Class Schedule
9/4/2026 (4:30 - 6:30 pm ET)
CFP® Exam
March 2027Class Schedule
1/22/2027 (4:30 - 6:30 pm ET)
Tax, Retirement, Estate
CFP® Exam
November 2026Class Schedule
9/11/2026 (4:30 - 6:30 pm ET)
CFP® Exam
March 2027Class Schedule
1/29/2027 (4:30 - 6:30 pm ET)
Tax, Retirement, Estate
CFP® Exam
November 2026Class Schedule
9/18/2026 (4:30 - 6:30 pm ET)
CFP® Exam
March 2027Class Schedule
2/5/2027 (4:30 - 6:30 pm ET)
Fundamentals, Insurance, Investments
CFP® Exam
November 2026Class Schedule
10/23/2026 (4:15 - 6:15 pm ET)
CFP® Exam
March 2027Class Schedule
3/10/2027 (4:15 - 6:15 pm ET)
Tax, Retirement, Estate
CFP® Exam
November 2026Class Schedule
10/23/2026 (6:30 - 8:30 pm ET)
CFP® Exam
March 2027Class Schedule
3/10/2027 (6:30 - 8:30 pm ET)
Three live sessions with Dalton’s Content Team (all CFP® professionals) and Student Success Coach.
Session 1
Launch with Confidence
CFP® Exam
November 2026Class Schedule
7/29/2026 (1:00 - 2:00 pm ET)
CFP® Exam
March 2027Class Schedule
12/9/2026 (1:00 - 2:00 pm ET)
Session 2
Navigate the Middle
CFP® Exam
November 2026Class Schedule
9/2/2026 (1:00 - 2:00 pm ET)
CFP® Exam
March 2027Class Schedule
2/3/2027 (1:00 - 2:00 pm ET)
Session 3
Execute with Excellence
CFP® Exam
November 2026Class Schedule
10/14/2026 (1:00 - 2:00 pm ET)
CFP® Exam
March 2027Class Schedule
3/3/2027 (1:00 - 2:00 pm ET)
Looking for an in-person option?
We offer the same exam review excellence in a traditional classroom setting — including the money back guarantee that you’ll pass the first time.
FAQ’s
Before taking the CFP® exam, it is highly recommended that students take a review course. The Dalton Review® was developed by former members of the CFP® Board of Examiners (now CFP Board’s Council on Examinations), and classes are taught by highly-experienced professionals and educators. Our average pass rates on the CFP® exam are significantly higher than the national average.
- We offer both online and traditional classroom learning options. Feel free to attend any of the virtual classroom or traditional classroom dates that are offered prior to an exam.
- Students can take classes multiple times before the exam and again if they are not successful on the exam, at no additional charge.
- If you attend our traditional classroom review, you also have access to our online classroom review, and all classes are recorded for playback.
- Students also have access to our instructors outside of class. Simply submit your questions here and your team will get back to you.
Guarantee to Pass™ packages give you a guarantee that you’ll pass the CFP® exam on your first attempt, as long as you meet the terms and conditions. These packages also give you additional exam prep resources, like digital flashcards, individual coaching, and supplemental lectures.
If you don’t pass the exam, you have two options:
- Withdraw from the program and receive a refund. You will forfeit access to all The Dalton Review® Guarantee to Pass™ resources and must return all books and materials.
- Continue to study with The Dalton Review® at no extra charge.
To be eligible for Guarantee to Pass®, students must:
- Sign a Guarantee to Pass™ contract, which includes the date by which the CFP® exam must be taken.
- Take the CFP® exam by the deadline stated on their Guarantee to Pass™ contract.
- Earn a 70% or higher on the Exam Readiness Quiz. The Exam Readiness Quiz is given to Dalton Review® students once per exam cycle, 2–3 weeks prior to the actual CFP® exam.
- Provide Dalton Education with the following within 30 days of the exam result release date:
- Notification in writing that the student is seeking to either continue program access or is requesting a refund.
- The student’s CFP® Exam diagnostic report and pass/fail document issued by the CFP Board.
Please note: Failure to meet the terms and conditions of The Dalton Review® Guarantee to Pass™ and signed Guarantee to Pass™ contract on file will void the guarantee between the student and Dalton Education.
The Exam Readiness Quiz gives you a proven prediction of the likelihood you will pass the CFP® exam. Students are given a probability of passing based on their score on this quiz compared to our historic data.
Students have one opportunity to take the Exam Readiness Quiz per review cycle. The quiz is given to all Dalton Review® students 2–3 weeks prior to the actual CFP® exam. Guarantee to Pass™ students must score 70% or above to qualify for the money-back guarantee.
Yes, you would need to take the Exam Readiness Quiz a second time and earn a qualifying score of 70% or higher to qualify for the money-back guarantee.
No, but students have the option to purchase updated review materials at a discounted price if they need to move their exam cycle to a new testing year. Review booklets and the current year’s test bank are included in updated materials.
This is completely optional. Students can continue in the review program using their original materials. Annual inflation-adjusted updates are available for download if you don’t purchase updated materials when moving to a new exam year.
You are welcome to attend The Dalton Review® again at no additional charge. In addition, you can work with our instructors during office hours on specific areas upon which you would like to improve.
Note: Students are responsible for applying and paying for the CFP® exam on their own. Dalton Education will not reimburse or pay this fee.
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