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The Dalton Review® Schedule

Get prepared on your schedule when and how you want.

Your Education - Your Schedule - Our Guarantee

Did you know Dalton students who are committed to our comprehensive review program are over 30% more likely to pass the CFP® exam than non-Dalton students? That’s the Dalton Difference!

As a leader in CFP® certification education for modern financial professionals, our courses will prepare you for exam day and beyond. And with Dalton, it doesn't matter the classroom. Whether virtual live online classes or our traditional classroom environment, students get the same great pass rates with all of our learning experiences!

Upcoming review dates/times can be found in the schedules below.

The Schedule

Virtual Classroom Schedule

Weeknight Options November 2023 CFP® Exam March 2024 CFP® Exam

Review #1 (7:00pm - 10:15pm ET)
Fundamentals, Insurance, Investments

Tax, Retirement, Estate

July 31, August 7, 14, 21, 23, 28

 

September 6, 11, 18, 25, October 2

January 8, 10, 15, 17, 22, 24

 

January 29, 31, February 5, 7, 12

Review #2 (6:00pm - 9:15pm ET)
Fundamentals, Insurance, Investments

Tax, Retirement, Estate

August 1, 8, 15, 22, 24, 29

 

September 5, 12, 19, 26, October 3


January 9, 11, 16, 18, 23, 25

 

January 30, February 1, 6, 8, 13

Weekend Options November 2023 CFP® Exam March 2024 CFP® Exam

Four Saturday (9:00am - 7:00pm ET)
Saturday #1 and #2 (Fundamentals, Insurance, Investments)

Saturday #3 and #4 (Tax, Retirement, Estate)

September 16 & 23

 

September 30 & October 7

January 20 & 27

 

February 3 & 10

4-Day Options November 2023 CFP® Exam March 2024 CFP® Exam

9:00am - 7:00pm ET

Day #1 and #2 (Fundamentals, Insurance, Investments)

Day #3 and 4 (Tax, Retirement, Estate)

September 13-16

TBD

Traditional Classroom Schedule*

4 Days, 8:00am - 6:00pm Local Time November 2023 CFP® Exam

Emory University, 2635 Century Pkwy NE, Atlanta, GA, 30345, United States

Fundamentals, Insurance, Investments

Tax, Retirement, Estate

October 4-7

Northwestern University, 339 E Chicago Ave, Chicago, IL, 60611, United States

Fundamentals, Insurance, Investments

Tax, Retirement, Estate

September 27-30

TTU Conference Center, 4201 State HWY 161, Suite 250, Irving, TX, 75038, United States

Fundamentals, Insurance, Investments

Tax, Retirement, Estate

October 4-7: SOLD OUT

Hilton Garden Inn, 1333 North Courthouse Rd., Arlington, VA, 22201 United States

Fundamentals, Insurance, Investments

Tax, Retirement, Estate

September 20-23

UC-Irvine, 510 E. Peltason Drive, Irvine, CA, United States

Fundamentals, Insurance, Investments

Tax, Retirement, Estate

September 13-16

* Dates, times and locations are subject to change and seating is limited.

Office Hours

Class November 2023 CFP® Exam March 2024 CFP® Exam

Fundamentals, Insurance, Investments

8/25/2023 (4:30 - 6:30 pm ET)

1/12/2024 (4:30 - 6:30 pm ET)

Fundamentals, Insurance, Investments

8/31/2023 (4:30 - 6:30 pm ET)

1/19/2024 (4:30 - 6:30 pm ET)

Tax, Retirement, Estate

9/8/2023 (4:30 - 6:30 pm ET)

1/26/2024 (4:30 - 6:30 pm ET)

Tax, Retirement, Estate

9/15/2023 (4:30 - 6:30 pm ET)

2/2/2024 (4:30 - 6:30 pm ET)

Post Review November 2023 CFP® Exam March 2024 CFP® Exam

Fundamentals, Insurance, Investments

10/25/2023 (4:15 - 6:15 pm ET)

3/6/2024 (4:15 - 6:15 pm ET)

Tax, Retirement, Estate

10/25/2023 (6:30 - 8:30 pm ET)

3/6/2023 (6:30 - 8:30 pm ET)

Dalton runs private reviews for groups of 20 or more and will offer reviews in other cities with demand. If you are interested in either a private review or a review in a city not listed, please email us your information and we will get back to you.

Talk to an Advisor

We're 100% committed to your success and are confident that if you complete our review courses as prescribed, you're going to pass the CFP® Exam with flying colors. We're so confident in fact, we offer a money-back guarantee.

Attend an Info Session

If you are interested in learning more about how to become a CFP® professional, you can sign up to attend one of our convenient online webinars OR watch a previously recorded information session.

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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.

Earn Your CFP® Certification