How Do I Prepare for the CFP Exam if I Completed the Education Requirement Over One Year Ago?
I hear from CFP students that completed their CFP education requirement one or two years (or more) ago and they are uncertain how to begin preparing for the CFP exam. Their concerns are typically:
- I forgot much of what I learned during my CFP education program and it’s going to take awhile to relearn the CFP material.
- The tax law has changed since I learned the material and it’s going to take too long to get caught up so that I can pass the CFP exam.
- I’m overwhelmed and I just don’t know where to start studying for the CFP exam.
Here’s how using The Dalton Review® for the CFP exam can overcome these concerns:
First – watch a recorded version of the last CFP review course we conducted. All of our CFP reviews are archived for playback. This will allow students to see all the CFP exam material again, refresh their memory and hear our instructors teach the difficult CFP exam concepts. This step is critical to making the next step as efficient as possible. Watching a previously recorded CFP review will take about 25-30 hours, as you can fast forward through anything you already know.
Second – begin working the pre-study materials. Now you’re ready to work through the pre-study materials which consists of reading material, working CFP sample questions and making CFP flashcards of our exam tips. After having watched a previously recorded CFP review, you should be able to work through the pre-study efficiently (as quickly as possible, without having to re-teach yourself the material). This step should take 100-125 hours.
Third – attend the next scheduled review, either the eReview (live – online) or in a traditional classroom. This will be the third time you’ve seen and heard the material, which should really help reinforce what you did in the first and second steps. The third step will take about 40 hours.
Fourth – work the test bank questions and case studies, which will take another 40-50 hours.
Then you’re ready to sit for and pass the CFP exam!
Keep in mind that once you enroll in The Dalton Review®, it’s one price of $1395 and you have access to the reviews until you pass the exam.
Please feel free to contact me if you have any questions.
Joseph Gillice, CPA, CFP®
What Professionals Say About Dalton
"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."
"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!"
"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!"
"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!"
"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."
"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."
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