The Dalton Review® FAQ

What are the system requirements necessary to attend the online classes or watch recordings?

It is recommended that students have an operating system Windows 7 or higher or Mac OS 10.6 or higher. Students must be able to run, install, and configure programs and be able to store and retrieve documents and files on their computer. The latest version of Adobe Flash Player is also recommended for viewing the live classes. If you are unsure if you have appropriate permissions to save files to your computer, please contact your system administrator.

Does the CFP® exam test current year tax numbers or the prior year's numbers?

With the exception of March exams, which test the previous year's law, the CFP® exam tests current year tax law. This includes current year tax rates, phase-outs, and inflation-adjusted numbers.

Do I have access to instructors for questions while I'm studying?

Yes. Students have access to our instructors via email. Simply email your questions to: This email address is being protected from spambots. You need JavaScript enabled to view it. and your instructor will respond to you.

Are the review materials accessible on portable devices?

Online review materials are accessible on portable devices, but the booklets are not.

Who wrote your testbank and exam questions?

Our questions were primarily written by instructors that served on the CFP Board of Examiners (now CFP Board’s Council on Examinations). In addition, we have all of the released questions from prior exams.

If I attend the traditional classroom review, do I still have access to the virtual classroom review?

Yes. One of the benefits of attending the traditional classroom review is that you also receive access to the virtual classroom reviews and recordings.

If I miss a live review lecture, can I replay the recording?

Yes. You will have access to recordings of all office hours and reviews after they occurr until you pass the exam.

What is included with the price of your review?

  • Pre-Study Materials - including outline notes, exam questions, and review questions
  • Pre-Study Lectures - 25 hours of archived lectures covering the most difficult topics on the exam
  • Instructor Office Hours - access to instructors
  • Recorded Reviews - access to previous reviews that are recorded and available for playback
  • Handout Book - used during the review to follow along, work practice questions and take notes as needed
  • Live Lectures - 36 hours of live instruction either in the virtual or traditional classroom review
  • Study Guide - contains time value of money, examples, exercises, cases, and exam questions
  • Testbank - Access to approximately 2,000 questions written by former members of the CFP Board of Examiners (now CFP Board's Council on Examinations)
  • Post-Review Office Hours - access to instructors for last minute instruction prior to the exam
  • Our Guarantee - you will pass the exam; otherwise, you may attend the review again at no charge

What happens if I don't pass the exam?

You are welcome to attend our 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.

Can I attend multiple sessions of one exam cycle?

Yes. Feel free to attend any of the virtual classroom or traditional classroom dates that are offered prior to an exam.

Can I take your review twice before I sit for the exam?

Yes, actually we encourage it. The more times you hear the material the more likely you are to be successful on the exam.

How is your review different than other providers?

First, we have the best faculty in the country. Next, our materials are very exam-focused which enables your study time to be efficient. Additionally, we allow students to attend the review multiple times at no additional charge.

What are the benefits of your review?

The materials were developed by instructors that served on the CFP Board of Examiners (now CFP Board's Council on Examinations); all of them have taken and passed the CFP® exam. We guarantee our students' success by letting them take the review multiple times before the exam and again if they are not successful on the exam. We offer both virtual and traditional classroom learning options. Finally, if you attend our traditional classroom review you also have access to our virtual classroom review and all classes are recorded for playback.

What are your pass rates?

Our pass rates are consistently 20-25% higher than the national average on the exam putting our pass rates between 70-80%.

What are the requirements to enroll in a CFP® education program?

Students who want to enroll in any CFP® exam education course offered by Dalton Education must have earned or be enrolled in a bachelor’s degree program from a regionally accredited college or university.

What are the requirements to sit for the CFP® exam?

Students must complete a college-level program of study in personal financial planning, or an accepted equivalent, including completion of a financial plan development (capstone) course registered with CFP Board.

Candidates must have completed 6,000 hours of experience through the Standard Pathway or 4,000 hours of experience through the Apprenticeship pathway to prove their ability to provide financial planning without supervision.

Please visit the CFP Board’s website for a detailed description of the requirements to sit for the CFP® exam.

What are the requirements to receive your CFP® mark?
  1. Complete college or university-level coursework through a program registered with CFP Board, addressing the major personal financial planning areas identified by CFP Board’s most recent Job Analysis Study; and
  2. Verify that you hold a regionally accredited college or university bachelor’s degree or higher (accreditation must be recognized by U.S. Department of Education at the time the degree is awarded).
  3. Candidates must have completed 6,000 hours of experience through the Standard Pathway or 4,000 hours of experience through the Apprenticeship pathway to prove their ability to provide financial planning without supervision.

Please visit the CFP Board’s website for detailed information on certification requirements.

What is the refund policy?

Dalton Education must be notified of potential shipping errors and refund requests within five business days of receiving materials. If the materials have been marked, damaged, opened, or are otherwise unable to be resold, we will not be able to refund the cost. Students must return materials by a trackable shipping method. Original and return shipping costs will not be refunded.

The Dalton Review® Guarantee to Pass Terms and Conditions should be viewed here.

Information on our Rollover Policy should be viewed here.

    .  

Enroll Now