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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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™

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Self Study

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

 The Dalton Review®

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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

$2,395.00
Enroll

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

$1,595.00
Enroll

About the Course

What’s Included

Instructor-Led Online with

The Dalton Review® Guarantee to Pass™

PERSONALIZED SUPPORT

  • Instructor access by email

  • Student Success Coach

  • Live Instruction with On-Demand Access

STUDY MATERIALS

  • Textbooks (e-books)

  • Testbank Question Pool

  • Calculator Book

GUARANTEE TO PASS™

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

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

SUPPLEMENTAL SUPPORT

  • Digital Flashcards

  • Individual Coaching (Pre & Post Review)

  • Supplemental Lectures

  • Supplemental Q&A Sessions

  • Calculator Book

Instructor-Led Online

PERSONALIZED SUPPORT

  • Instructor access by email

  • Student Success Coach

  • Live Instruction with On-Demand Access

STUDY MATERIALS

  • Textbooks (e-books)

  • Testbank Question Pool

  • Calculator Book

What to Expect

This program is designed to give you the structure and support to get exam ready. Live instruction, recorded lectures, guided reading, a question bank, and more satisfy a variety of learning styles.

Cohort Structure, Flexible Learning

10-12 month Education Program

5 hours of class per week and 10-15 hours of self study

See Education Schedule

2-3 month Dalton Review

Blended learning with self-study and instructor-led classes

See Dalton Review Schedule

Highly Qualified Faculty

Our faculty are all highly qualified CFP’s with many having experience working for the CFP® board

Learn about Faculty

Who This Course is For

This program is perfect if you benefit from an interactive class setting and want the structure and accountability of learning alongside others from experienced instructors.

About the Course

What’s Included

CFP® Certification Capstone Course with

The Dalton Review® Guarantee to Pass™

CAPSTONE COURSE

  • Recorded Lectures

  • Cases in Financial Planning E-book

  • Practice Questions

  • Live Office Hour

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

CFP® Certification Capstone Course with

The Dalton Review®

CAPSTONE COURSE

  • Recorded Lectures

  • Cases in Financial Planning E-book

  • Practice Questions

  • Live Office Hour

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

CFP® Certification Capstone Course

CAPSTONE COURSE

  • Recorded Lectures

  • Cases in Financial Planning E-book

  • Practice Questions

  • Live Office Hour

What to Expect

45-Hour Education Course

Students have 6 months from the date of purchase to complete the Capstone Course. Most students typically take 4–6 weeks to finish the course.

CFP EXAM PREP

2-3 month Dalton Review (Optional)

Who This Course is For

The Capstone Course can be taken by new and returning students who would benefit from applying the knowledge and strategies they’ve learned to developing and presenting a comprehensive financial plan. This course is also perfect for those who qualify for the CFP Board Accelerated Path and want to bypass most of the education component of CFP® certification with a convenient online course.

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