The Dalton Review®

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Exam prep, elevated

Our comprehensive CFP® exam review lets you choose the features and settings that best fit your learning style. So you can ditch those pre-exam jitters knowing that you won’t just pass — you’ll show the CFP® exam who’s boss. We’re so confident in our program, we guarantee your success.

Instructor-Led Exam Review Program

The Dalton Review® is a blended program of self study and instructor-led classes, with multiple schedule options to meet your needs. 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.

100-125 hours recommended (self-study time)

Pre-Study Program

Before you attend the Live Review Classes, study the foundational knowledge needed to maximize your class experience. You’ll start by taking our Review Readiness Assessment, which gauges your knowledge and provides a benchmark to begin your studies from. Learn with these resources:

  • 6 study booklets covering the core areas of the CFP® exam
  • Recorded online lectures
  • Live-online instructor office hours
  • Question bank with over 2,800 practice questions
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36 hours of instruction

Live Review Classes

Instructors cover the most important CFP® exam topics. Choose from several schedule options and attend as many live-online classes as you want for a particular review cycle. Includes: 

  • Access to recordings of all online classes for later viewing
  • Exam-focused handout book with topic summaries and example questions
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40-60 hours recommended (self-study time)

Post-Class Program

After attending the Live Review Classes, solidify your learning and ensure your success on exam day with final practice. Includes these self-study resources:

  • Live-online instructor office hours
  • Question bank with over 2,800 practice questions
  • Exam Readiness Assessment that lets you know when you’re ready for the exam
  • Mock exams that mimic the actual CFP® exam
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What’s Included

Virtual Classroom Setting

Money Back Guarantee

The Dalton Review® Guarantee to Pass™

What’s Included

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

Guarantee To Pass™

  • 100% money-back guarantee for students who successfully complete The Dalton Review.

Supplemental Support

  • Digital Flashcards

  • Individual Coaching (Pre & Post Review)

  • Supplemental Lectures

  • Supplemental Q&A Sessions

  • Calculator Book

$2,495.00
Enroll

The Dalton Review®

What’s Included

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

$1,659.00
Enroll

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.

Request a Detailed Sample Schedule

Instructor-Led Online program

Option #1

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

November 2026

Start 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 2027

Start 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

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

November 2026

Start 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 2027

Start 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

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 2026

Class Schedule

8/28/2026 (4:30 - 6:30 pm ET)

CFP® Exam

March 2027

Class Schedule

1/14/2027 (4:30 - 6:30 pm ET)

Fundamentals, Insurance, Investments

CFP® Exam

November 2026

Class Schedule

9/4/2026 (4:30 - 6:30 pm ET)

CFP® Exam

March 2027

Class Schedule

1/22/2027 (4:30 - 6:30 pm ET)

Tax, Retirement, Estate

CFP® Exam

November 2026

Class Schedule

9/11/2026 (4:30 - 6:30 pm ET)

CFP® Exam

March 2027

Class Schedule

1/29/2027 (4:30 - 6:30 pm ET)

Tax, Retirement, Estate

CFP® Exam

November 2026

Class Schedule

9/18/2026 (4:30 - 6:30 pm ET)

CFP® Exam

March 2027

Class Schedule

2/5/2027 (4:30 - 6:30 pm ET)

Fundamentals, Insurance, Investments

CFP® Exam

November 2026

Class Schedule

10/23/2026 (4:15 - 6:15 pm ET)

CFP® Exam

March 2027

Class Schedule

3/10/2027 (4:15 - 6:15 pm ET)

Tax, Retirement, Estate

CFP® Exam

November 2026

Class Schedule

10/23/2026 (6:30 - 8:30 pm ET)

CFP® Exam

March 2027

Class Schedule

3/10/2027 (6:30 - 8:30 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.

View Traditional Options

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.

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:

  1. 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.
  2. 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

1-877-349-9476Request More Information

What students are saying

"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."
Amanda B.
"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!"
Morgan B.
"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!"
Monica Y.
"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!"
Lindsay W.
"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."
Forrest P.
"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."
Jayln P.
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