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Walk Into Your CFP® Exam with Confidence

Review Like You Mean It

Your investment goes well beyond the time and money spent getting to where you are today. Now it's about ensuring all that hard work was worth it. Our comprehensive CFP® exam review packages let 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.

Certified Financial Planner Exam Review Courses
Pre-Study CFP Exam Preparation

Pre-Study Program

100-125 Hours

Get the foundational knowledge needed to prepare for the CFP® exam. Includes pre-study booklets, recorded online lectures, review readiness assessment and live, online instructor office hours.

Live CFP Review Classes

Live Review Classes

36 Hours

After completing the pre-study program, you'll attend lectures - virtually or in a traditional classroom. Instructors will cover the most important topics you'll see on your CFP® exam.

Post-Study CFP Review Materials

Post-Study Program

40-60 Hours

Get post-review office hours, access to over 2,000 practice questions, a CFP® exam study guide with cases from prior CFP® exams and a readiness quiz with your probability of passing.

Pass Your CFP® Exam, Guaranteed

With our Guarantee to Pass bundle, you will pass CFP® exam — or your money back. You'll also receive CFP® exam flashcards, supplemental lectures and individual coaching from some of the top CFP® professionals in the country.

Guaranteed to Pass CFP Exam Prep

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Dalton Education CFP Exam Review

The Dalton Review®

Guarantee to Pass™

Retail Price



Live Instruction

Instructor-led classes, designed by previous CFP Board of Examiners members, are available in virtual classroom format, traditional classroom format and as on-demand recordings for future viewing.

Textbooks (Print or ebook)

A well-written, complete and up-to-date program presented in the right order with the right topic emphasis to maximize your preparedness.

Review Readiness

Study materials and tests that give you a clear answer on the hardest question of all — "Am I ready?"

Exam Readiness Predictor

Proven predictions of the chance you'll pass based on your performance during the Review Readiness tests.

Question Bank, Mini-Cases, and Comprehensive Cases

Extra test questions and scenarios built to increase understanding and reinforce learning through repetition.

Mock Exams

Trial runs that mimic all aspects of the actual CFP® exam, so by the time you get to the real thing, the pressure's off.

Live Office Hours

Answers to your questions and advice from some of the best in the business — all in an individual setting.

Calculator Book

The tips and tricks you need to save time and make sure your calculations are correct during the CFP® exam.

Digital Flashcards

A proven method of quick-study to help you recall the many concepts and definitions covered in the CFP® exam.

Individual Coaching (Post Review Readiness)

One-on-one advice about what to study less, what to study more and an overall idea of when you might be ready.

Supplemental Lectures

A bank of video study material to reinforce learning by hearing the same thing several times, but in different ways.

Supplemental Question/
Answer Lectures

A bank of video study material from a previous interactive setting with students asking some of the same questions you may have.

100% Money-Back Guarantee

Full refund if you don't pass. Although, we know you will. For details click here. 

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Enroll Now

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Virtual CFP Review Courses

Live or Virtual Exam Prep

Choose the best setting for the way you learn, whether that’s traditional, virtual or a combination of both. You’ll get the same quality comprehensive CFP® exam review from whatever option you choose, but 100% virtual is convenient if you’d like to earn your CFP® certification from the comfort of your home.

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