Self-Study gives you the freedom, resources, and support you need to learn on your own schedule. Ideal for independent learners who prefer text-based content delivery.

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    Asynchronous

    Independent learning via textbook with email-only instructor support

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    Self Study

    10-20 hours of coursework per week at a pace you choose

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    Success Coaching

    A dedicated Success Coach to support you on your path

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    Resources

    All the materials you need, including textbooks, test bank, calculator book, and more

    CFP education program

    Self Study

    Learn at your own pace through text-based learning and comprehensive resources.

    Designed with one goal in mind – your success – The Dalton Review is the proven roadmap and a 2-3 month program that will guide you towards passing the prestigious CFP® exam with confidence.

    Guaranteed to Pass only available for Instructor-Led Classroom Course.

    About the Course

    Curriculum

    Our curriculum is structured on the 8 principal knowledge domains you’ll be tested on for the CFP® exam. Our faculty come from the CFP Board and provide you with the best content and education in the industry.

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    Class 1:
    Fundamentals of Financial Planning and Insurance

    Weeks 1–8

    The program’s first course provides the foundation of knowledge students need as working financial services professionals. It covers the financial planning process, best practices in communication, time value of money concepts, as well as the legal, ethical, and regulatory issues affecting financial planners. The course continues with a discussion of the principles of risk management and insurance, allowing the student to identify a client’s risk exposure and select appropriate risk management techniques.

    FAQ's

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    Your pick of elite universities

    Boost your credibility with CFP® certification from a top school, powered by Dalton’s expert-designed programs. Pick any of our university partners – you’ll get the same best-in-class education. No university enrollment required!

    Utah Valley University Logo
    UC Berkeley Logo - Berkeley Extension
    LSU E.J. Ourso College of Business Department of Finance CFP Board-Registered Program Logo
    University of Richmond Richmond School of Professional & Continuing Studies Logo
    University of Miami Division of Continuing & International Education Logo
    University of Missouri Personal Financial Planning Logo
    The University of Arizona College of Agriculture & Life Sciences Norton School of Family & Consumer Sciences Personal and Family Financial Planning Logo
    Emory University Continuing Education Logo
     Howard University school of business logo
    George Mason University Continuing and Professional Education Logo
    Northwestern University Logo - Northwestern Financial Planning
    Utah Valley University Logo
    UC Berkeley Logo - Berkeley Extension
    LSU E.J. Ourso College of Business Department of Finance CFP Board-Registered Program Logo
    University of Richmond Richmond School of Professional & Continuing Studies Logo
    University of Miami Division of Continuing & International Education Logo
    University of Missouri Personal Financial Planning Logo
    The University of Arizona College of Agriculture & Life Sciences Norton School of Family & Consumer Sciences Personal and Family Financial Planning Logo
    Emory University Continuing Education Logo
     Howard University school of business logo
    George Mason University Continuing and Professional Education Logo
    Northwestern University Logo - Northwestern Financial Planning

    Talk to an advisor today.

    Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We've got you covered.

    Office hours: M-F, 8am-5pm EST

    What students are saying

    Increase your exam confidence

    We offer a variety of supplemental resources to enhance your selected program and ensure success.