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.

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    Independent learning via textbook with email-only instructor support

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    Self Study

    10-20 hours of coursework per week at a pace you choose

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    Success Coaching

    A dedicated Success Coach to support you on your path

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    Additional study materials including Ebooks, calculator, and more

    CFP education program

    Self Study

    Learn at your own pace through text-based learning and comprehensive resources.

    Designed with one goal in mind – your success – The Dalton Review is the proven roadmap and a 2-3 month program that will guide you towards passing the prestigious CFP® exam with confidence.

    Guaranteed to Pass only available for Instructor-Led Classroom Course.

    About the Course


    Our curriculum is structured on the 8 principal knowledge domains you’ll be tested on for the CFP® exam. Our faculty come from the CFP Board and provide you with the best content and education in the industry.


    Class 1:
    Fundamentals of Financial Planning and Insurance

    Weeks 1–8

    The program’s first course provides the foundation of knowledge students need as working financial services professionals. It covers the financial planning process, best practices in communication, time value of money concepts, as well as the legal, ethical, and regulatory issues affecting financial planners. The course continues with a discussion of the principles of risk management and insurance, allowing the student to identify a client’s risk exposure and select appropriate risk management techniques.


    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

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