The Dalton Review®

CFP® Review

The Dalton Review®

The Dalton Review® is a comprehensive preparation plan for individuals planning to take the CERTIFIED FINANCIAL PLANNER Exam. Our instructors are some of the best in the country; many have written questions for the exam and served on the CFP®Board of Examiners (now CFP® Board’s Council on Examinations).

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Pre-Study Program

100-125 Hours of Preparation

The pre-study program is designed to give students the foundational knowledge to prepare them for The Dalton Review®, and ultimately, the CFP® Certification Examination. Students should budget approximately 100-125 hours to complete the pre-study portion of The Dalton Review® which consists of the following:

Pre-Study Booklets

In this section of pre-study, we provide five booklets on the core areas addressed in the CFP® exam. They include:

  • Fundamentals & Insurance
  • Investments
  • Income Tax
  • Retirement & Employee Benefits
  • Estate 

The pre-study booklets consist of study notes, practice questions, review questions, released exam questions and exam tips. Students should expect to work through the pre-study booklets prior to attending the review classes.

Look inside a pre-study booklet

Instructor Office Hours

Our instructors have assigned office hours in our virtual classroom on Fridays the month preceding reviews to answer any student questions. For a complete schedule of our instructor office hours, please go here.

Live Review Classes

36 Hours of Classroom Instruction

Students can take their review class either in our virtual classroom or in our traditional classroom.

The virtual classroom sessions are live-online with instructors and students communicating in real time. Students are welcome to attend all of the virtual classroom sessions for a particular review cycle. Students opting to take the traditional classroom review will also have access to the live virtual classroom sessions.

Both virtual and traditional classroom review students will have access to the recorded virtual classroom lectures for playback at any time. All online classes are recorded and available for playback if students are unable to attend the live class.

During the review, instructors will cover the most important topics on the exam. Instructors will lecture on topics and provide example questions, similar to those on the exam, released by the CFP Board.

Schedule

Students can take the virtual classroom review over two weekends or four consecutive days. The traditional classroom review is offered at one of our convenient locations and can be taken over four consecutive days.

To see a schedule of our upcoming virtual classroom review courses, go here.

Our Traditional Classroom Review courses are offered in the following locations:

   Atlanta  •  Boston  •   Charlotte  •  Chicago  •  Dallas  •  Houston  •  New York City  •  Los Angeles/Irvine  •  San Francisco  •  Washington, DC.

To see the locations and a schedule of our upcoming traditional classroom review courses, go here.

Exam-Focused Handout Book

Students will receive an exam-focused handout book that guides them through the review and is the perfect summary for what may be on the exam. All relevant topics are covered, followed by examples of questions that may be on the exam.

Post-Review Program

40-60 Hours of Preparation

Post-Review Office Hours

The post-review office hours are an opportunity to ask any remaining questions from the review and to receive last minute instruction on any topic of the student's choice. The post-review sessions are held in our virtual classroom and are recorded for playback at a later time.

Testbank

Once students complete the pre-study program and review, they will be ready for the testbank. The testbank contains approximately 2,000 multiple-choice questions similar to those on the CFP® Exam. The quizzes are timed and include logic and concepts with each question – supplying instant feedback. Students have access to the testbank throughout the entire review process and can test themselves on their weakest topics by creating custom quizzes by sub topics.

Study Guide

Students should complete the study guide which contains released cases from prior CFP® exams and practice questions. The study guide includes time value of money questions, comprehensive cases and a practice exam.