Applied Learning Library™ is now CFP CE and NASBA CE approved + 5 new courses just added.

Fidelity Associates

Elevate Your Success With a CFP® Certification

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Powered By Dalton Education

We’re happy to offer our associates preferred pricing on CFP® exam courses and review through our partnership with Dalton Education. As a leader in CFP® certification education for modern financial professionals, Dalton’s courses will prepare you for exam day and beyond, so you can take your career to new heights. And they’re so confident you’ll pass, they even guarantee it.

No One Knows the CFP® Exam Like Us

Designed by previous CFP Board members and tailored to the individual, our program was built with your success in mind.

Save with discounted rates through your firm.
Get options to fit your schedule and learning style.
Feel confident in your CFP^®exam readiness.
Earn your prestigious certificate, guaranteed.

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!

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Recommended

CFP Instructor led

Benefit from structured, scheduled courses led by top-notch faculty dedicated to your success.

Our Winning Combination

The Dalton Review®
Guarantee to Pass™

$7,221.00

Self Study

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

The Dalton Review®

$5,395.00

Only Need a Review?

Virtual Classroom Setting

Money Back Guarantee

The Dalton Review® Guarantee to Pass™

What’s Included

Exam Prep

Textbooks (e-books)
Live Exam Prep (Online or In-Person)
Review Readiness Quiz
Question Bank, Mini-Cases, and Comprehensive Cases
Mock Exams
Recorded Lectures
Exam Readiness Predictor
Live Office Hours

Guarantee To Pass™

100% money-back guarantee for students who successfully complete The Dalton Review.

Supplemental Support

Digital Flashcards
Individual Coaching (Pre & Post Review)
Supplemental Lectures
Supplemental Q&A Sessions
Calculator Book

$2,155.50

The Dalton Review®

What’s Included

Exam Prep

Textbooks (e-books)
Live Exam Prep (Online or In-Person)
Review Readiness Quiz
Question Bank, Mini-Cases, and Comprehensive Cases
Mock Exams
Recorded Lectures
Exam Readiness Predictor
Live Office Hours

$1,435.50

Want to learn more about the CFP® Education program at Dalton?

Sign up for one of our monthly live online info sessions held just for Fidelity employees and learn how Dalton Education can support your success!

Meet Your Dedicated Education Advisors

Jessie Erickson
Molly Pitts

Have Questions for Your Team?

Contact Your Fidelity Associates Education Advisor

What Professionals are saying

"I recommend Dalton's CFP study program to anyone who is planning to sit for the test. It is thorough, well guided, and offers many resources for individual support. I can honestly say that I went into the exam KNOWING that I was going to pass."

Amanda B.

"It came down to the enrollment advisor's responsiveness in addressing my questions/concerns as primary and then the ability to be flexible with online courses and working through the coursework. Absolutely would recommend Dalton! After having taken the exam (and passed!) last week, I appreciate Dalton's questions even more as they were more realistic to what I saw on the exam. Thank you! Keep up the good work!"

Morgan B.

"Combined with hard work and dedication, Dalton Education made sure I had what was needed in order to succeed. Without their experience, diligence, and structure, I would have spent more time worrying about what to study and when rather than putting in the hours needed to pass. Dalton knows how to get it done the first time around!"

Monica Y.

"I have thoroughly enjoyed the Dalton Education CFP study program. I completed the 10 week review for the exam, including a 4 day live review. I successfully passed the CFP exam and I owe my success to Dalton and their incredible team of instructors. The Dalton materials, coursework, virtual classroom and schedule are not only intuitive and user friendly for a working mother, but they are top notch. I felt prepared for the exam, and after passing the exam I realized how Dalton had not only prepared me for everything but they over prepared me. I have a deep understanding for financial planning, and I look forward to taking my career to the next level. Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors!"

Lindsay W.

"Dalton provided me the materials, resources, and structure that I needed to complete my certification. From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work. It helped me plan study time accordingly and gave me a practical benchmark for preparation time. That said, each professor teaching the material stood out to me whether it was because of their experience with the CFP exam, pedigree, and/or knowledge and presentation of the material."

Forrest P.

"What I love about the CFP course through Dalton is the flexibility. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests – not for me. Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others."

Jayln P.

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