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
 Nov 2021
CFP® Exam
Recording: Kickoff Plan for Passing the CFP® ExamAvailable
Fundamentals, Insurance, Investments  (3:30 - 5:30 CT)
Brian Kallback
September 3 & 17
Tax, Retirement, Estate  (3:30 - 5:30 CT)
Mariette O'Malley
September 10 & 24

 

Virtual Classroom Schedule
Weekend OptionsNov 2021
CFP® Exam
Two Weekend (8am - 6pm CT)
Weekend #1 (Fundamentals, Insurance, Investments)
David Klein
Weekend #2 (Tax, Retirement, Estate)
Chris Tuttle
 
September 25 & 26
October 2 & 3
Four Saturday (8am - 6pm CT)
Saturday #1 and #2  (Fundamentals, Insurance, Investments)
Dan Hiebert
Saturday #3 and #4  (Tax, Retirement, Estate)
Rey Belyeu
 
September 18 & 25
October 2 & 9
Weeknight OptionsNov 2021
CFP® Exam
Weeknight Offering 1 (6 - 9:15pm CT)
Instructor: David Klein & TBD
July 26, Aug 2, 9, 16, 23, 30
Sept 8, 13, 20, 27, Oct 4
 
Weeknight Offering 2 (5 - 8:15pm CT)
Instructor: Sterling Raskie & Rey Belyeu
July 27, Aug 3, 10, 17, 24, 31
Sept 7, 14, 21, 28, Oct 5
 
4-Day Options (8am - 6 pm CT)Nov 2021
CFP® Exam
September 29-October 2
Day #1 and #2  (Fundamentals, Insurance, Investments)
Josh Wolberg
Day #3 and #4  (Tax, Retirement, Estate)
Ron Scott
 
September 29 & 30 
October 1 & 2
October 6-9
Day #1 and #2  (Fundamentals, Insurance, Investments)
Josh Wolberg
Day #3 and #4  (Tax, Retirement, Estate)
Chris Tuttle
 
October 6 & 7 
October 8 & 9
October 13-16
Day #1 and #2  (Fundamentals, Insurance, Investments)
Sterling Raskie
Day #3 and #4  (Tax, Retirement, Estate)
John Pallaria
 
October 13 & 14 
October 15 & 16

 

Post Review Office Hours
Instructor Office HoursNov 2021
CFP® Exam
Fundamentals, Insurance, Investments  (3:15 - 5:15PM CT)
Brian Kallback
October 29
Tax, Retirement, Estate  (5:30 - 7:30PM CT)
Rey Belyeu
October 29

*Dates, times and locations are subject to change.

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