The Dalton Review® Schedule

Get prepared on your schedule when and how you want.

During the review, instructors will cover the most important topics that will be tested on the CFP® exam. In an effort to give you every opportunity to be successful, we are allowing students to attend any of the review dates.

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Kickoff Plan & Office Hours
 July 2020
CFP® Exam
Recording: Kickoff Plan for Passing the CFP® ExamAvailable
Fundamentals, Insurance, Investments  (3:30 - 5:30 CT)
Rey Belyeu
April 24 & May 8
Tax, Retirement, Estate  (3:30 - 5:30 CT)
Mariette O'Malley & Neil Brown
May 1 & 15

 

Virtual Classroom Schedule
Weekend OptionsJuly 2020
CFP® Exam
Two Weekend (8am - 6pm CT)
Weekend #1 (Fundamentals, Insurance, Investments)
David Klein
Weekend #2 (Tax, Retirement, Estate)
Rey Belyeu
 
June 6 & 7
June 13 & 14
Four Saturday (8am - 6pm CT)
Saturday #1 and #2  (Fundamentals, Insurance, Investments)
David Klein
Saturday #3 and #4  (Tax, Retirement, Estate)
Ron Scott & Mariette O'Malley
 
May 16 & 30
June 6 & 13
Weeknight OptionsJuly 2020
CFP® Exam
Weeknight Offering 1 (6 - 9:15pm CT)
Instructor: Rey Belyeu
April 6, 13, 20, 27
May 4, 11, 18, 26
June 1, 8, 15
Weeknight Offering 2 (5 - 8:15pm CT)
Instructor: Sterling Raskie, Chris Tuttle & Ron Scott
 April 7, 14, 21, 28
May 5, 12, 19, 27
June 2, 9, 16

Students can attend any of the traditional classroom reviews at no additional cost.

Post Review Office Hours
  July 2020
CFP® Exam
Fundamentals, Insurance, Investments (3:15 - 5:15PM CT)
Sterling Raskie
July 1
Tax, Retirement, Estate (5:30 - 7:30PM CT)
Mariette O'Malley
July 1

*Dates, times and locations are subject to change.

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