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 Sessions

    Tues/Thurs

    8:00 -10:30 PM ET

    July 2024

    3.7.23 1:00 PM ET

    3.9.23 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

    March 2024 CFP® Exam

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

    January 8, 10, 15, 17, 22, 24, 29, 31
    February 5, 7, 12

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

    January 9, 11, 16, 18, 23, 25, 30

    February 1, 6, 8, 13

    Request a Detailed Sample Schedule

    Traditional, In-Person Classroom

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

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    Classes

    March 2024 CFP Exam

    Fundamentals, Insurance, Investments, Tax, Retirement, Estate

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

    January 24-27

    The Dalton Review Office Hours Schedule

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    Classes

    March 2024 CFP® Exam

    Fundamentals, Insurance, Investments

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

    Fundamentals, Insurance, Investments

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

    Tax, Retirement, Estate

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

    Tax, Retirement, Estate

    2/2/2024 (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 in a city not listed, please email us your information and we will get back to you.