Before taking the CFP® exam, it is highly recommended that students take a review course. The Dalton Review® was developed by former members of the CFP® Board of Examiners (now CFP Board’s Council on Examinations), and classes are taught by highly-experienced professionals and educators. Our average pass rates on the CFP® exam are significantly higher than the national average.

• We offer both online and traditional classroom learning options. Feel free to attend any of the virtual classroom or traditional classroom dates that are offered prior to an exam.
• Students can take classes multiple times before the exam and again if they are not successful on the exam, at no additional charge.
• If you attend our traditional classroom review, you also have access to our online classroom review, and all classes are recorded for playback.
• Students also have access to our instructors outside of class. Simply submit your questions here and your team will get back to you.

Guarantee to Pass™ packages give you a guarantee that you’ll pass the CFP® exam on your first attempt, as long as you meet the terms and conditions. These packages also give you additional exam prep resources, like digital flashcards, individual coaching, and supplemental lectures.

If you don’t pass the exam, you have two options:

1. Withdraw from the program and receive a refund. You will forfeit access to all The Dalton Review® Guarantee to Pass™ resources and must return all books and materials.
2. Continue to study with The Dalton Review® at no extra charge.

To be eligible for Guarantee to Pass®, students must:

• Sign a Guarantee to Pass™ contract, which includes the date by which the CFP® exam must be taken.
• Take the CFP® exam by the deadline stated on their Guarantee to Pass™ contract.
• Earn a 70% or higher on the Exam Readiness Quiz. The Exam Readiness Quiz is given to Dalton Review® students once per exam cycle, 2–3 weeks prior to the actual CFP® exam.
• Provide Dalton Education with the following within 30 days of the exam result release date:
• Notification in writing that the student is seeking to either continue program access or is requesting a refund.
• The student’s CFP® Exam diagnostic report and pass/fail document issued by the CFP Board.

Please note: Failure to meet the terms and conditions of The Dalton Review® Guarantee to Pass™ and signed Guarantee to Pass™ contract on file will void the guarantee between the student and Dalton Education.

The Exam Readiness Quiz gives you a proven prediction of the likelihood you will pass the CFP® exam. Students are given a probability of passing based on their score on this quiz compared to our historic data.

Students have one opportunity to take the Exam Readiness Quiz per review cycle. The quiz is given to all Dalton Review® students 2–3 weeks prior to the actual CFP® exam. Guarantee to Pass™ students must score 70% or above to qualify for the money-back guarantee.

Yes, you would need to take the Exam Readiness Quiz a second time and earn a qualifying score of 70% or higher to qualify for the money-back guarantee.

No, but students have the option to purchase updated review materials at a discounted price if they need to move their exam cycle to a new testing year. Review booklets and the current year’s test bank are included in updated materials.

This is completely optional. Students can continue in the review program using their original materials. Annual inflation-adjusted updates are available for download if you don’t purchase updated materials when moving to a new exam year.