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Elevate Your Success With a CFP® Certification

Get the faculty support and the flexibility you need from the experts who know the CFP® exam best. Start the journey towards earning your CFP® mark today.

Earn a CFP® Certification in Less than a Year

Even though some programs can be up to twice as long as ours, we consistently lead to the highest CFP® exam pass rates in the country. Over half of those trained as a CERTIFIED FINANCIAL PLANNER™ earned their CFP® Certification with us. That's why making a smarter investment in your career starts here.

Choose Your Path to Certification

Looking for flexibility? Our Self-Paced curriculum gives you the freedom, resources and instructor access you need to learn on your own schedule.

Looking for structure? Our Virtual Classroom program is perfect for interactive learners who thrive in a classroom setting with instructor-led, live-online courses.

And if you want certainty, our Guarantee to Pass™ Package is the way to go.

When Should You Start?

At Dalton Education, we set a general timeline for the education and review courses and suggest that a student can sit for and pass the CFP® Exam within one year of enrollment through our Virtual Classroom program. The Self-Paced program can take more time (or less!), depending on how dedicated a student is to completing the coursework.

Our Virtual Classroom courses start every other month with classes occurring twice a week. Below are the existing schedules.

January-October 2023 Cohort Class Schedule
March-December 2023 Cohort Class Schedule
May 2023 - February 2024 Cohort Class Schedule
July 2023 - April 2024 Cohort Class Schedule
September 2023 - June 2024 Cohort Class Schedule
November 2023 - August 2024 Cohort Class Schedule

Pass Your CFP® Exam, Guaranteed

With our Guarantee to Pass™ bundle, you will pass your CFP® exam — or your money back. You'll also receive individual coaching, additional study materials and readiness exams designed by previous CFP Board members.  

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Self-Paced Plus

Self-Paced + The Dalton Review®

Virtual Classroom Plus

Guarantee to Pass™

Retail Price

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Payment Plan

Dalton Education's Payment Plan requires a signed promissory note to pay tuition in six payments. An administrative fee of $150 also applies.

Ask an Advisor about our Payment Plans

Ask an Advisor about our Payment Plans

Ask an Advisor about our Payment Plans

Ask an Advisor about our Payment Plans

Live Instruction + On Demand

Instructor-led, live-online classes designed by previous CFP Board of Examiners members — all recorded for On Demand Review.

Live Exam Prep

Interactive lectures and Q&A for the milestones in your courses, giving you one last boost of confidence before each test.

Textbooks (Print or ebook)

A well-written, complete and up-to-date program presented in the right order with the right topic emphasis to maximize your preparedness.

Instructor Support

An easy way to get your individual questions answered or get explanations beyond your lectures and reading.

Email Only

Email Only

Virtual Classroom & Email

Virtual Classroom & Email

Student Success Coach

An assigned advisor to regularly check in on your individual progress and help keep you on pace to pass.

Testbank - Question Pool

Practice tests to encourage comprehension over memorization by serving up a vast and varied pool of questions.

Calculator Book

Get tips and tricks on how to best utilize your HP 10BII+ financial calculator while taking the test.

The Dalton Review®

Comprehensive review course with extra study materials, built to prepare you to pass — guaranteed.

Review Readiness

Study materials and tests that give you a clear answer on the hardest question of all — "Am I ready?"

Exam Readiness Predictor 

Proven predictions of the chance you'll pass based on your performance during the Review Readiness tests.

Question Bank, Mini-Cases, and Comprehensive Cases

Extra test questions and scenarios built to increase understanding and reinforce learning through repetition.

Mock Exams

Trial runs that mimic all aspects of the actual CFP® exam, so by the time you get to the real thing, the pressure's off.

Digital Flashcards

A proven method of quick study to help you recall the many concepts and definitions covered in the CFP® exam.

The Dalton Review® Guarantee To Pass™

Knowledge tests at the end of each milestone, and (unlike many competitors) you can take them an unlimited number of times.

Individual Coaching (after
Review and readiness assessment)

One-on-one advice about what to study less, what to study more and an overall idea of when you might be ready.

Supplemental Lectures

A bank of video study material to reinforce learning by hearing the same thing several times, but in different ways.

Supplemental Questions

Practice study questions so you can apply your knowledge and eliminate the possibility of surprises.

100% Money-Back Guarantee

Full refund if you don't pass. Although, we know you will. For details click here.
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What Our Students 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."

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.

Want to learn more? Or speak to a team member?