Fast-Track Your Certification

Leverage the experience you already have to earn your CFP®️ mark.

CFP® Certification May Be Closer Than You Think

Our Capstone Course consists of both online, self-paced study and live online instruction — it's presented in two phases.

If you have one of the following credentials, you are automatically eligible to sit for your CFP® exam once you complete this course*:

    • Ph.D. in business or economics
    • Doctor of Business Administration
    • Licensed Attorney – inactive license acceptable
    • Licensed Certified Public Accountant (CPA) – inactive license acceptable
    • Chartered Financial Consultant (ChFC)
    • Chartered Financial Underwriter (CLU)
    • Chartered Financial Analyst (CFA®)
    • CFP® certification from the Financial Planning Standards Board Ltd. (FPSB) Affiliate located in your territory of residence outside the U.S.

*The deadline to complete this CFP Board approved Capstone Course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam. See exam dates and pricing.

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Phase I

Consisting of three online, self-paced learning lessons and a midterm exam, this phase introduces students to the financial planning process and teaches them to gather and analyze client data, develop recommendations and understand a complete financial plan presentation.

Phase II

Consisting of live online lectures that students may attend or playback at their convenience, this phase lets students watch the instructor develop and deliver a financial plan, then use the same techniques to assemble and present their own financial plan.

Using the textbook

Cases in Financial Planning, 3rd Edition, Michael A. Dalton, James F. Dalton, Kathleen F. Oakley (ISBN: 978-1-936602-19-3) is included, you'll learn essential principles of financial plan development at your speed and when it's convenient for you.

Capstone Course Bundles

CFP® Certification Capstone


Blended coursework with self-paced and live-online instruction. Live-online classes are recorded and available for playback. Students can begin the course at any time. The Cases in Financial Planning textbook is included.

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CFP® Certification Capstone
+ The Dalton Review®
Guarantee to Pass™

This package includes the Capstone Course and The Dalton Review® Guarantee to Pass. Blended coursework with self-paced and live-online instruction.

The Dalton Review® Guarantee to Pass Terms and Conditions should be viewed here.

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CFP® Certification Capstone
+ The Dalton Review®

This package includes the Capstone Course and The Dalton Review®. Blended coursework with self-paced and live-online instruction.

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