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 2021
CFP® Exam
Recording: Kickoff Plan for Passing the CFP® ExamAvailable
Fundamentals, Insurance, Investments  (3:30 - 5:30 CT)
Sterling Raskie
April 23 & May 7
Tax, Retirement, Estate  (3:30 - 5:30 CT)
Mariette O'Malley
April 30 & May 14
Virtual Classroom Schedule
Weekend Options (8am - 6pm CT)July 2021
CFP® Exam
Two Weekend
Weekend #1 (Fundamentals, Insurance, Investments)
Rey Belyeu
Weekend #2 (Tax, Retirement, Estate)
Ron Scott
 
June 5 & 6
June 12 & 13
Four Saturday
Saturday #1 and #2  (Fundamentals, Insurance, Investments)
Chris White
Saturday #3 and #4  (Tax, Retirement, Estate)
Chris Tuttle
 
May 15 & 22
June 5 & 12
Weeknight OptionsJuly 2021
CFP® Exam
Weeknight Offering 1 (6 - 9:15pm CT)
Instructor: Rey Belyeu & Ron Scott
April 5, 12, 19, 26
May 3, 6, 10, 17, 24, 26
June 2, 7
Weeknight Offering 2 (5 - 8:15pm CT)
Instructor: David Klein & Randy Gardner
 April 6, 13, 20, 27
May 4, 11, 18, 25, 27
 June 1, 8
4-Day Options (8am - 6 pm CT)July 2021
CFP® Exam
May 19-22
Day #1 and #2  (Fundamentals, Insurance, Investments)
Sterling Raskie
Day #3 and #4  (Tax, Retirement, Estate)
Neil Brown
 
May 19 & 20
May 21 & 22
June 2-5
Day #1 and #2  (Fundamentals, Insurance, Investments)
Dan Hiebert
Day #3 and #4  (Tax, Retirement, Estate)
Neil Brown
 
June 2 & 3
June 4 & 5
June 9-12
Day #1 and #2  (Fundamentals, Insurance, Investments)
Chris White
Day #3 and #4  (Tax, Retirement, Estate)
John Pallaria
 
June 9 & 10
June 11 & 12

 

Post Review Office Hours
Instructor Office HoursJuly 2021
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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