CFP® Certification Education Courses

    Need to complete CFP® certification education? Fulfill the coursework requirement with our CFP Board Registered Program.

    Upcoming Cohorts

    Our Virtual Classroom Courses start every other month with classes occurring twice a week.

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    Classes

    Target Exam Date

    Orientation Session

    Tues/Thurs

    7:00 - 9:30 PM ET

    March 2025

    1.9.24 1:00 PM ET

    1.11.24 3:00 PM ET

    CFP® Exam Review Programs

    Need to get ready for the CFP® exam? The Dalton Review® ensures you’re ready to pass the CFP® exam — the first time.

    Virtual, Instructor-Led Online Schedule

    Prep for the CFP® exam from the comfort of your home with several schedule options.

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    When you choose the Weeknight schedule, you follow a detailed 15-week schedule with a day-to-day study plan. There are a total of 11 sessions.

    Classes

    July 2024 CFP® Exam

    November 2024 CFP® Exam

    Option #1
    7:00pm - 10:15pm ET
    Fundamentals,
    Insurance, Investments, Tax, Retirement, Estate


    April 8, 15, 22, 29,May 6, 13

    May 20, 22, 28, June 3, 10

    August 5, 12, 19, 21, 26 September 4

    September 9, 16, 23, 30, October 7

    Option #2
    6:00pm - 9:15pm ET
    Fundamentals,
    Insurance, Investments, Tax, Retirement, Estate

    April 9, 16, 23, 30, May 7, 14

    May 21, 23, 29, June 4, 11

    August 8, 13, 20, 22, 27, September 5

    September 10, 12, 24, October 1, 8

    Traditional, In-Person Classroom

    Benefit from an in-person learning experience with a 4-day CFP® exam prep class.

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    Classes

    July 2024 CFP® Exam

    November 2024 CFP® Exam

    Fundamentals, Insurance, Investments, Tax, Retirement, Estate

    Location: Emory University, 2635 Century Pkwy NE, Atlanta, GA 30345

    May 15–18

    October 2 – 5

    The Dalton Review® office hours schedule

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    Classes

    July 2024 CFP® Exam

    November 2024 CFP® Exam

    Fundamentals, Insurance, Investments


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

    8/29/2024 (4:30 - 6:30 pm ET)

    Fundamentals, Insurance, Investments


    5/3/2024 (4:30 - 6:30 pm ET)

    9/6/2024 (4:30 - 6:30 pm ET)

    Tax, Retirement, Estate


    5/10/2024 (4:30 - 6:30 pm ET)

    9/13/2024 (4:30 - 6:30 pm ET)

    Tax, Retirement, Estate


    5/17/2024 (4:30 - 6:30 pm ET)

    9/20/2024 (4:30 - 6:30 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.