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.

See All Schedules

Kickoff Plan & Office Hours
 Nov 2019
CFP® Exam
Recording: Kickoff Plan for Passing the CFP® ExamAvailable
Fundamentals, Insurance, Investments  (3:30 - 5:30 CT)
Lisa Pender (8/23) & Josh Wohlberg/Lisa Pender (9/13)
Aug 23 & Sept 13
Tax, Retirement, Estate  (3:30 - 5:30 CT)
Mariette O'Malley
Sept 6 & 20

 

Virtual Classroom Schedule
Weekend OptionsNov 2019
CFP® Exam
Two Weekend (8am - 6pm CT)
Weekend #1 (Fundamentals, Insurance, Investments)
Neil Brown
Weekend #2 (Tax, Retirement, Estate)
Rey Belyeu
 
Oct 5 & 6
Oct 12 & 13
Four Saturday (8am - 6pm CT)
Saturday #1 and #2  (Fundamentals, Insurance, Investments)
Rey Belyeu
Saturday #3 and #4  (Tax, Retirement, Estate)
Ron Scott
 
Sept 7 & 14
Sept 21 & 28
Weeknight OptionsNov 2019
CFP® Exam
Weeknight Offering 1 (6 - 9:15pm CT)
Instructors: Rey Belyeu & Mariette O'Malley
Note: classes are scheduled for Mondays with the exception of Aug 28 and Sept 4
 Aug 5, 12, 19, 26, 28
Sept 4, 9, 16, 23, 30
Oct 7
Weeknight Offering 2 (5 - 8:15pm CT)
Instructor: David Klein & Ron Scott
Note: classes are scheduled for Tuesdays with the exception of Aug 29
 Aug 6, 13, 20, 27, 29
Sept 3, 10, 17, 24
Oct 1, 8

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

Post Review Office Hours
Instructor Office HoursNov 2019
CFP® Exam
Fundamentals, Insurance, Investments  (3:15 - 5:15PM CT)
Sterling Raskie
Nov 1
Tax, Retirement, Estate  (5:30 - 7:30PM CT)
Sherri Donaldson
Nov 1

 *Dates, times and locations are subject to change.

See All Schedules

Enroll Now