The Dalton Education Store

Select from our course offerings and supplemental course materials below.

CFP® Review Courses

The CFP® Exam Audio Review provides 20+ hours of the most important material from each knowledge topic. Students can listen anywhere, anytime, making efficient use of travel or other activities to include study. To listen to a sample and purchase, please click on the button below and you will be taken to a third party website called Awesound. This website hosts the audio files for playback at your convenience, and will also provide instructions on adding the files to your favorite podcast app to allow you to listen when offline and on-the-go as well!

150

Takes the country’s finest CFP exam review and injects it with a whole new level of confidence: a 100% money-back guarantee that you will pass your CFP exam, the first time.

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

2,095

36 hour live review for the CFP Certification examination in a virtual classroom or at a classroom location near you. Pre-study books, online recordings, and access to the online testbank are included.

1,295

Takes the country’s finest CFP exam review and injects it with a whole new level of confidence: a 100% money-back guarantee that you will pass your CFP exam, the first time.

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

900

CFP® Capstone Courses

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.

Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.  The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online Please contact an enrollment advisor if you have timing questions before enrolling in this course.  Students have 6 months from the date of purchase to complete the Capstone Course.

825

This package includes the Capstone Course and The Dalton Review® Guarantee to Pass. 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 texbook is included. With our Guarantee to Pass Review program, we guarantee you will pass the CFP® exam the first time or we'll refund your enrollment costs 100%. Simply score 70% or better on our exam readiness quiz. This package is ideal for challenge candidates.

Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.  The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online  Please contact an enrollment advisor if you have timing questions before enrolling in this course.  Students have 6 months from the date of purchase to complete the Capstone Course portion.

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

2,645

This package includes the Capstone Course and The Dalton Review®.  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. This package is ideal for challenge candidates. 

Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.  The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online  Please contact an enrollment advisor if you have timing questions before enrolling in this course.  Students have 6 months from the date of purchase to complete the Capstone Course portion.

1,995

CFP® Ethics Course

This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which is effective October 1, 2019.
•    Level of Complexity: Intermediate
•    Time to complete: 3 months
•    CE Hours: 2

50

Review Course Materials

This option provides you with both printed & digital review prestudy booklets.

*Must purchase updated materials AND eBook upgrade bundle to receive both printed AND digital materials.  You must have already ordered the $350 updated materials to purchase this addition or be purchasing them now.*

200

The CFP® Exam Audio Review provides 20+ hours of the most important material from each knowledge topic. Students can listen anywhere, anytime, making efficient use of travel or other activities to include study. To listen to a sample and purchase, please click on the button below and you will be taken to a third party website called Awesound. This website hosts the audio files for playback at your convenience, and will also provide instructions on adding the files to your favorite podcast app to allow you to listen when offline and on-the-go as well!

150

Our convenient app format  allows you to take flashcards with you anywhere you go. You can also study from your web browser, which will sync up with your app between study sessions. You will be able to rate your level of confidence on each card, and the deck will adaptively update based on your confidence (study the cards you know well less often, and the cards you don’t know more often).

Our digital flashcard provider is called Brainscape, and you will receive an email with instructions on how to access your cards with them after you purchase.  You will have access for one year from the date of this email.

140

This textbook provides the reader with a foundation in basic time value of money skills and techniques that can be applied to more complex and application-oriented problems. Mastery of the techniques outlined in this textbook will provide the reader with the necessary skills to ultimately solve all time value of money problems on the CFP® Certification Examination. Keystrokes are provided for the HP10BII+, HP 12C and HP 17BII financial calculators. 

  • Author: Joseph M Gillice, CPA, CFP®
  • ISBN-10: 0-9820884
  • ISBN-13: 978-0-9820884-1-8
60

This textbook provides the reader with a foundation in basic time value of money skills and techniques that can be applied to more complex and application-oriented problems. Mastery of the techniques outlined in this textbook will provide the reader with the necessary skills to ultimately solve all time value of money problems on the CFP® Certification Examination. Keystrokes are provided for the HP10BII+, HP 12C and HP 17BII financial calculators. 

  • Author: Joseph M Gillice, CPA, CFP®
  • ISBN-10: 0-9820884
  • ISBN-13: 978-0-9820884-1-8
60

For students that want to self study, they can purchase the pre-study booklets and have access to the testbank for one year from the time of purchase. 

Note - For students who enroll in a review course, these materials are included in the price of the review.

 

450

This high quality Tervis Tumbler is 24 oz.

25

Social Media for Financial Advisors

This Program teaches the principles of marketing on Facebook, Twitter, and LinkedIn specifically for those in the financial industry. Learn to mitigate risk and remain compliant with industry regulations while maximizing your reach and developing a valuable social media community for your practice. This certificate is offered exclusively by Dalton Education.

Course Benefits:
  • Profile setup and maintenance
  • Audiences
  • Platform-specific analytics
  • Compliance concerns
  • Campaign optimization
575

Financial Planning Preview Course

The Financial Planning Preview course is designed to introduce undergraduate and graduate students to career opportunities in the field of financial planning. The course will also teach students invaluable financial planning skills and strategies.

995

Policies regarding refunds, rollovers and free retake guarantee refunds: Dalton Education must be notified of potential shipping errors and refund requests within five business days of receiving materials. If the materials have been marked, damaged, opened, or are otherwise unable to be resold, we will not be able to refund the cost. Students must return materials by a traceable shipping method. Original and return shipping costs will not be refunded.

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

**Please be advised that orders placed after 3pm will be shipped the following business day. Access to the testbank will also be processed the following business day.

***Expedited shipping prices quoted are only applicable for shipments within the continental United States of America. Please call for pricing.