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 | July 2023 CFP® Exam | November 2023 CFP® Exam |
Review #1 (7:00pm - 10:15pm ET) Tax, Retirement, Estate |
April 10, 17, 24, May 1, 8, 15
May 22, 24, 30, June 5, 12 |
July 31, August 7, 14, 21, 23, 28
September 6, 11, 18, 25, October 2 |
Review #2 (6:00pm - 9:15pm ET) Tax, Retirement, Estate |
April 11, 18, 25, May 2, 9, 16
May 23, 25, 31, June 6, 13 |
August 1, 8, 15, 22, 24, 29
September 5, 12, 19, 26, October 3 |
Weekend Options | July 2023 CFP® Exam | November 2023 CFP® Exam |
Four Saturday (9:00am - 7:00pm ET) Saturday #3 and #4 (Tax, Retirement, Estate) |
May 13 & 20
June 3 & 10 |
September 16 & 23
September 30 & October 7 |
4-Day Options | July 2023 CFP® Exam | November 2023 CFP® Exam |
9:00am - 7:00pm ET Day #1 and #2 (Fundamentals, Insurance, Investments) Day #3 and 4 (Tax, Retirement, Estate) |
June 7-10 |
TBD |
Traditional Classroom Schedule*
4 Days, 8:00am - 6:00pm Local Time | July 2023 CFP® Exam | November 2023 CFP® Exam |
Emory University, Atlanta, United States Fundamentals, Insurance, Investments Tax, Retirement, Estate |
May 31, June 1-3 |
October 4-7 |
Northwestern University, 339 E Chicago Ave, Chicago, IL, 60611, United States Fundamentals, Insurance, Investments Tax, Retirement, Estate |
June 14-17 |
September 27-30 |
Cambria Hotel Southlake DFW North, 2104 E State Hwy 114, Southlake, TX, 76092, United States Fundamentals, Insurance, Investments Tax, Retirement, Estate |
June 14-17 |
TBD |
Hilton Garden Inn, 1333 North Courthouse Rd., Arlington, VA, 22201 United States Fundamentals, Insurance, Investments Tax, Retirement, Estate |
June 7-10 |
September 20-23 |
UC-Irvine, 510 E. Peltason Drive, Irvine, CA, United States Fundamentals, Insurance, Investments Tax, Retirement, Estate |
June 7-10 |
September 13-16 |
* Dates, times and locations are subject to change and seating is limited.
Office Hours
Class | July 2023 CFP® Exam | November 2023 CFP® Exam |
Fundamentals, Insurance, Investments |
4/28/2023 (4:30 - 6:30 pm ET) |
8/25/2023 (4:30 - 6:30 pm ET) |
Fundamentals, Insurance, Investments |
5/5/2022 (4:30 - 6:30 pm ET) |
8/31/2023 (4:30 - 6:30 pm ET) |
Tax, Retirement, Estate |
5/12/2022 (4:30 - 6:30 pm ET) |
9/8/2023 (4:30 - 6:30 pm ET) |
Tax, Retirement, Estate |
5/19/2022 (4:30 - 6:30 pm ET) |
9/15/2023 (4:30 - 6:30 pm ET) |
Post Review | July 2023 CFP® Exam | November 2023 CFP® Exam |
Fundamentals, Insurance, Investments |
7/5/2022 (4:15 - 6:15 pm ET) |
10/25/2023 (4:15 - 6:15 pm ET) |
Tax, Retirement, Estate |
7/5/2022 (6:30 - 8:30 pm ET) |
10/25/2023 (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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