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 2020
CFP® Exam
Recording: Kickoff Plan for Passing the CFP® ExamAvailable
Fundamentals, Insurance, Investments  (3:30 - 5:30 CT)
Sterling Raskie & Rey Belyeu
September 2 & 18
Tax, Retirement, Estate  (3:30 - 5:30 CT)
Neil Brown & Dan Hiebert
September 11 & 25

 

Virtual Classroom Schedule
Weekend OptionsNov 2020
CFP® Exam
Two Weekend (8am - 6pm CT)
Weekend #1 (Fundamentals, Insurance, Investments)
Sterling Raskie
Weekend #2 (Tax, Retirement, Estate)
Ron Scott
 
September 26 & 27
October 3 & 4
Four Saturday (8am - 6pm CT)
Saturday #1 and #2  (Fundamentals, Insurance, Investments)
David Klein
Saturday #3 and #4  (Tax, Retirement, Estate)
Chris Tuttle
 
September 12 & 19
Sept 26 & Oct 3
Weeknight OptionsNov 2020
CFP® Exam
Weeknight Offering 1 (6 - 9:15pm CT)
Instructor: Dan Hiebert & Mariette O'Malley
Aug 3, 10, 17, 24, 26, 31
Sept 8, 14, 21, 28
Oct 5
Weeknight Offering 2 (5 - 8:15pm CT)
Instructor: David Klein & Ron Scott
 Aug 4, 11, 18, 25, 27
Sept 1, 9, 15, 22, 29
Oct 6
4-Day OptionsNov 2020
CFP® Exam
September 23-26
EAST Coast
Josh Wolberg & Neil Brown
WEST Coast
Rey Belyeu
 
8am - 6pm ET
8am - 6pm PT
October 7-10
EAST Coast
Josh Wolberg & John Pallaria
WEST Coast
David Klein & Mariette O'Malley
 
8am - 6pm ET
8am - 6pm PT

 

Post Review Office Hours
Instructor Office HoursNov 2020
CFP® Exam
Fundamentals, Insurance, Investments  (3:15 - 5:15PM CT)
Chris Tuttle
October 30
Tax, Retirement, Estate  (5:30 - 7:30PM CT)
Mariette O'Malley
October 30

*Dates, times and locations are subject to change.

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