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
 March 2019
CFP® Exam
Recording: Kickoff Plan for Passing the CFP® ExamAvailable
Fundamentals, Insurance, Investments
Jim Coleman (4:30 - 6:30 ET)
Jan 4 & 18
Tax, Retirement, Estate
Sherri Donaldson (4:30 - 6:30 ET)
Jan 11 & 25

 

Virtual Classroom Schedule
WeekendMarch 2019
CFP® Exam
Two Weekend (8am - 6pm ET)
Weekend #1 (Fundamentals, Insurance, Investments)
Jim Coleman
Weekend #2 (Tax, Retirement, Estate)
Rey Belyeu
 
Feb 9 & 10
Feb 16 & 17
Two Weekend (8am - 6pm PT)
Weekend #1 (Fundamentals, Insurance, Investments)
Sterling Raskie
Weekend #2 (Tax, Retirement, Estate)
Ron Scott
 
Feb 2 & 3
Feb 9 & 10
  

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

Post Review Office Hours
 March 2019
CFP® Exam
Fundamentals, Insurance, Investments (4:15 - 6:15PM ET)
Jim Coleman
March 8
Tax, Retirement, Estate (6:30 - 8:30PM ET)
Sherri Donaldson
March 8

*Dates, times and locations are subject to change.

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