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 2019
CFP® Exam
Recording: Kickoff Plan for Passing the CFP® ExamAvailable
Fundamentals, Insurance, Investments  (3:30 - 5:30 CT)
Jim Coleman
May 3 & 17
Tax, Retirement, Estate  (3:30 - 5:30 CT)
John Pallaria (5/10) & Rey Belyeu (5/22)
May 10 & 22

 

Virtual Classroom Schedule
Weekend OptionsJuly 2019
CFP® Exam
Two Weekend (8am - 6pm CT)
Weekend #1 (Fundamentals, Insurance, Investments)
Sterling Raskie
Weekend #2 (Tax, Retirement, Estate)
Rey Belyeu
 
June 8 & 9
June 15 & 16
Four Saturday (8am - 6pm CT)
Saturday #1 and #2  (Fundamentals, Insurance, Investments)
David Klein
Saturday #3 and #4  (Tax, Retirement, Estate)
Ron Scott
 
May 11 & 18
June 1 & 8
Weeknight OptionsJuly 2019
CFP® Exam
Weeknight Offering 1 (6 - 9:15pm CT)
Instructors: Ron Scott (Tax, Retirement, Estate) & David Klein (Fundamentals, Insurance, Investments)
Note: classes are scheduled for Mondays with the exception of May 1 and 29
 April 8, 15, 22, 29
May 1, 6, 13, 20, 29
June 3, 10
Weeknight Offering 2 (5 - 8:15pm CT)
Instructor: Sherri Donaldson
Note: classes are scheduled for Tuesdays with the exception of April 26
 April 9, 16, 23, 26, 30
May 7, 14, 21, 28
June 4, 11

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

Post Review Office Hours
  July 2019
CFP® Exam
Fundamentals, Insurance, Investments (3:15 - 5:15PM CT)
Neil Brown
July 2
Tax, Retirement, Estate (5:30 - 7:30PM CT)
Neil Brown
July 2

*Dates, times and locations are subject to change.

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