Self Study
Self-Study gives you the freedom, resources, and support you need to learn on your own schedule. Ideal for independent learners who prefer text-based content delivery.
Asynchronous
Independent learning via textbook with email-only instructor support
Self Study
10-20 hours of coursework per week at a pace you choose
Success Coaching
A dedicated Success Coach to support you on your path
Resources
All the materials you need, including textbooks, test bank, calculator book, and more
CFP education program
Self Study
Learn at your own pace through text-based learning and comprehensive resources.
FAQ’s
No, you can start the program without any experience or knowledge of financial planning. It’s our job to build you up as a financial advisor throughout the education process, so a fair number of our students are starting from square one.
- We generally recommend that you choose a university partner based on regional appeal, but you can choose any of our university partners to select the one you feel would resonate most with the clients you plan to serve.
It is recommended that students have an operating system Windows 7 or higher or Mac OS 10.6 or higher. Students must be able to run, install, and configure programs and be able to store and retrieve documents and files on their computer. If you are unsure if you have appropriate permissions to save files to your computer, please contact your system administrator.
Online materials are accessible on portable devices if you choose the e-book option during purchase.
The program is designed to be completed in 6-12 months, depending on your familiarity with the materials and how many hours you spend studying per week.
All students who enroll in the Self Study CFP® Certification Program will have access to their online classroom for 12 months, beginning on the day of purchase. Students that have not completed the program have the opportunity to extend access with the options below. Students who do not complete coursework within 4 years must repurchase unfinished courses to regain access.
- 3 Months: $200
- 6 Months: $375
- 12 Months: $700
Students can submit questions here. Our faculty will answer questions within 2 business days.
Students are issued a pass/fail based upon a weighted average of exams given during each course. Generally, two online exams are given for each course: a midterm worth 40% of the final grade, and a final exam worth 60%. Students must achieve a total grade of 70% or higher to pass each course.
If students fail an exam, they will have an opportunity to take a makeup exam. The makeup exams are different versions testing the same content. We will always take the higher of the scores between the normal and makeup exams. If you are failing after taking all four exam attempts for a course, we have a course remediation process to help you bring your grade to passing.
After completing a course, students will automatically receive a letter of completion via email to be used for reimbursement purposes if applicable. After passing all courses, students will receive a certificate of completion from the university. Certificates are only available to students who take four or more courses.
Your Pick of Elite Universities
Boost your credibility with CFP® certification from a top school, powered by Dalton’s expert-designed programs. Pick any of our university partners – you’ll get the same best-in-class education. No university enrollment required!
Talk to an advisor today.
Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We’ve got you covered.
Office hours: M-F, 8am-5pm EST