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Dalton Education offers a variety of classroom options for any learning style. Traditional, virtual or a combination of both, you’ll get the same quality education from whatever option you choose.

CFP® Certification Education Courses

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

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Traditional, In-Person Classroom

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

Atlanta, GA

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

Emory University

2635 Century Pkwy NE

Atlanta, GA 30345

CFP® Exam

November 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

October 7 - 10

CFP® Exam

March 2027

Class Schedule

Time: 8 AM - 6 PM Local Time

February 17 - 20

Chicago, IL

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

Northwestern University

Wieboldt Hall, 339 E Chicago Ave

Chicago, IL 60611

CFP® Exam

November 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

October 7 - 10

CFP® Exam

March 2027

Class Schedule

Time: 8 AM - 6 PM Local Time

February 3 - 6

New York, NY

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

AMA Executive Conference Center

1601 Broadway

Room 606,

New York, NY 10019, USA

CFP® Exam

November 2026

Class Schedule

8 AM - 6 PM Local Time

October 14 - 17

Irving, TX

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

CFP® Exam

July 2026

November 2026

Texas Tech University Conference Center

4201 State HWY 161, Suite 250

Irving, TX 75038

CFP® Exam

November 2026

March 2027

4201 State HWY 161,

Suite 250, Classroom 3&4

Irving TX 75038

CFP® Exam

November 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

October 14 - 17

CFP® Exam

March 2027

Class Schedule

Time: 8 AM - 6 PM Local Time

February 10 - 13

Washington D.C.

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

AMA Executive Conference Center

2345 Crystal Drive

Room 203-204

Arlington, VA 22202

CFP® Exam

November 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

September 30 - October 3

CFP® Exam

March 2027

Class Schedule

Time: 8 AM - 6 PM Local Time

February 24 - 27

Irvine, CA

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

UC Irvine

510 E Peltason Dr.

Irvine, CA 92697

CFP® Exam

November 2026

Class Schedule

8 AM - 6 PM Local Time

September 30 - October 3

CFP® Exam

March 2027

Class Schedule

Time: 8 AM - 6 PM Local Time

February 10-13

The Dalton Review® office hours and student support sessions schedule

Drop in for extra time with instructors to review highly tested topics, clarify challenging concepts, and get answers to frequently asked questions. Slides are posted in the learning platform before each session, so you can see the topics that will be discussed. Students are encouraged to submit questions in advance so our instructors can address specific areas where additional support may be helpful.

Fundamentals, Insurance, Investments

CFP® Exam

November 2026

Class Schedule

8/28/2026 (4:30 - 6:30 pm ET)

CFP® Exam

March 2027

Class Schedule

1/14/2027 (4:30 - 6:30 pm ET)

Fundamentals, Insurance, Investments

CFP® Exam

November 2026

Class Schedule

9/4/2026 (4:30 - 6:30 pm ET)

CFP® Exam

March 2027

Class Schedule

1/22/2027 (4:30 - 6:30 pm ET)

Tax, Retirement, Estate

CFP® Exam

November 2026

Class Schedule

9/11/2026 (4:30 - 6:30 pm ET)

CFP® Exam

March 2027

Class Schedule

1/29/2027 (4:30 - 6:30 pm ET)

Tax, Retirement, Estate

CFP® Exam

November 2026

Class Schedule

9/18/2026 (4:30 - 6:30 pm ET)

CFP® Exam

March 2027

Class Schedule

2/5/2027 (4:30 - 6:30 pm ET)

Fundamentals, Insurance, Investments

CFP® Exam

November 2026

Class Schedule

10/23/2026 (4:15 - 6:15 pm ET)

CFP® Exam

March 2027

Class Schedule

3/10/2027 (4:15 - 6:15 pm ET)

Tax, Retirement, Estate

CFP® Exam

November 2026

Class Schedule

10/23/2026 (6:30 - 8:30 pm ET)

CFP® Exam

March 2027

Class Schedule

3/10/2027 (6:30 - 8:30 pm ET)

Three live sessions with Dalton’s Content Team (all CFP® professionals) and Student Success Coach.

Session 1

Launch with Confidence

CFP® Exam

November 2026

Class Schedule

7/29/2026 (1:00 - 2:00 pm ET)

Session 2

Navigate the Middle

CFP® Exam

November 2026

Class Schedule

9/2/2026 (1:00 - 2:00 pm ET)

Session 3

Execute with Excellence

CFP® Exam

November 2026

Class Schedule

10/14/2026 (1:00 - 2:00 pm ET)

Upcoming Cohorts

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

Download Detailed Cohort Schedule

Instructor-Led Online program

CFP® Certification Education

Target Exam Date

July 2027

Class Schedule

Tues/Thurs

7:00-9:30 PM ET

Orientation Sessions

5/5/26 at 1 pm ET

5/7/26 at 3 pm ET

Download Detailed Cohort Schedule

Instructor-Led Online FastPass

CFP® Certification Education

Target Exam Date

March 2027

Class Schedule

3-Day Live Sessions per Course

10:00 AM - 5:30 PM ET (See detailed cohort schedule for dates.)

Orientation Sessions

June 5th 1 pm ET

Download Detailed Cohort Schedule

Instructor-Led Online program

CFP® Certification Education

Target Exam Date

November 2027

Class Schedule

Tues/Thurs

8:00- 10:30 PM ET

Orientation Sessions

6/30/26 at 1 pm ET

7/2/26 at 3 pm ET

Download Detailed Cohort Schedule

Instructor-Led Online program

CFP® Certification Education

Target Exam Date

November 2027

Class Schedule

Tues/Thurs

7:00-9:30 PM ET

Orientation Sessions

9/1/26 at 1 pm ET

9/3/26 at 3 pm ET

Download Detailed Cohort Schedule

Instructor-Led Online FastPass

CFP® Certification Education

Target Exam Date

July 2027

Class Schedule

3-Day Live Sessions per Course

10:00 AM - 5:30 PM ET (See detailed cohort schedule for dates.)

Orientation Sessions

October 2nd 1 pm ET

Download Detailed Cohort Schedule

Instructor-Led Online program

CFP® Certification Education

Target Exam Date

March 2028

Class Schedule

Tues/Thurs

8:00 - 10:30 PM ET

Orientation Sessions

10/27/26 at 1 pm ET

10/29/26 at 3 pm ET

Virtual, Instructor-Led Online Schedule

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

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.

Request a Detailed Sample Schedule

Instructor-Led Online program

Option #1

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

November 2026

Start Date

August 03, 2026

End Date

October 05, 2026

Class Schedule

7:00 pm - 10:15 pm ET

  • August — 3, 10, 17, 19, 24, 31
  • September — 9, 14, 21, 28
  • October — 5

CFP® Exam

March 2027

Start Date

January 11, 2027

End Date

February 15, 2027

Class Schedule

7:00 pm - 10:15 pm ET

  • January — 11, 13, 18, 20, 25, 27
  • February — 1, 3, 8, 10, 15

Instructor-Led Online program

Option #2

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

November 2026

Start Date

August 04, 2026

End Date

October 06, 2026

Class Schedule

6:00 pm - 9:15 pm ET

  • August — 4, 11, 18, 20, 25
  • September — 1, 10, 15, 22, 29
  • October — 6

CFP® Exam

March 2027

Start Date

January 12, 2027

End Date

February 16, 2027

Class Schedule

6:00 pm - 9:15 pm ET

  • January — 12, 14, 19, 21, 26, 28
  • February — 2, 4, 9, 11, 16

This schedule provides less structure than the Weeknight schedule, allowing more flexibility in the self-study portion of your study plan. Classes are held over four consecutive Saturdays.

Instructor-Led Online program

Weekend

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

November 2026

Start Date

September 19, 2026

End Date

October 10, 2026

Class Schedule

Four Saturdays

9:00 am - 7:00 pm ET

  • September 19 & September 26
  • October 3 & October 10

CFP® Exam

March 2027

Start Date

January 30, 2027

End Date

February 27, 2027

Class Schedule

Four Saturdays

9:00 am - 7:00 pm ET

  • January 30 & February 06
  • February 20 & February 27

This schedule provides less structure than the Weeknight schedule, allowing more flexibility in the self-study portion of your study plan. Classes are held over four consecutive days.

Instructor-Led Online program

4-Day

CFP® Exam

November 2026

Start Date

September 23, 2026

End Date

September 26, 2026

Class Schedule

9:00 am - 7:00 pm ET

September 23-26