The Dalton Review® Schedule

CFP Board has postponed the July 2020 Exam to September 22-29, 2020

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/September 2020
CFP® Exam
Recording: Kickoff Plan for Passing the CFP® ExamAvailable
Fundamentals, Insurance, Investments  (3:30 - 5:30 CT)
Rey Belyeu & Neil Brown
April 24, May 8, May 29, June 26, July 24
Tax, Retirement, Estate  (3:30 - 5:30 CT)
Mariette O'Malley & Neil Brown
May 1, 15, June 12, July 10, July 24

 

Virtual Classroom Schedule
Weekend OptionsJuly/September 2020
CFP® Exam
Two Weekend (8am - 6pm CT)
Weekend #1 (Fundamentals, Insurance, Investments)
David Klein
Weekend #2 (Tax, Retirement, Estate)
Rey Belyeu
 
August 22 & 23
August 29 & 30
Four Saturday (8am - 6pm CT)
Saturday #1 and #2  (Fundamentals, Insurance, Investments)
David Klein
Saturday #3 and #4  (Tax, Retirement, Estate)
Ron Scott
 
August 1 & 8
August 15 & 22
Weeknight OptionsJuly/September 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
Traditional Classroom Replacement OptionsJuly/September 2020
CFP® Exam
August 5-8
EAST Coast
Ron Scott & Rey Belyeu
WEST Coast
David Klein & Chris Tuttle
 
8am - 6pm ET
8am - 6pm PT
August 12-15
EAST Coast
John Pallaria & Dan Hiebert
WEST Coast
Sterling Raskie & Neil Brown
 
8am - 6pm ET
8am - 6pm PT
August 19-22
EAST Coast
Sterling Raskie & Neil Brown
WEST Coast
David Klein & Chris Tuttle
 
8am - 6pm ET
8am - 6pm PT

 

Post Review Office Hours
Instructor Office HoursJuly/September 2020
CFP® Exam
Fundamentals, Insurance, Investments  (3:15 - 5:15PM CT)
Sterling Raskie & Rey Belyeu
September 17
Tax, Retirement, Estate  (5:30 - 7:30PM CT)
Mariette O'Malley
September 17

*Dates, times and locations are subject to change.

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