The Dalton Education Store

Select from our course offerings and supplemental course materials below.

CFP® Review Courses

The CFP® Exam Audio Review provides 20+ hours of the most important material from each knowledge topic. Students can listen anywhere, anytime, making efficient use of travel or other activities to include study. To listen to a sample and purchase, please click on the button below and you will be taken to a third party website called Awesound. This website hosts the audio files for playback at your convenience, and will also provide instructions on adding the files to your favorite podcast app to allow you to listen when offline and on-the-go as well!

150

Takes the country’s finest CFP exam review and injects it with a whole new level of confidence: a 100% money-back guarantee that you will pass your CFP exam, the first time.

2,095

Takes the country’s finest CFP exam review and injects it with a whole new level of confidence: a 100% money-back guarantee that you will pass your CFP exam, the first time.

900

This 10-week virtual CFP® Certification Examination review class offers 3 hours of virtually-delivered live class per week. Attending this 10-week class will give discipline to your study process and a well-defined structure to complete the recommended hours of study for the exam. This class is held on Tuesday evenings from 6 to 9:15 p.m. ET. Pre-study books and access to the online testbank are included.

 

1,295

36 hour live review for the CFP Certification examination at a classroom location near you. Pre-study books and access to the online testbank are included. Students also receive access to live eReviews and recordings.

1,295

CFP® Capstone Courses

Blended coursework with self-paced and live-online instruction. Live-online classes are recorded and available for playback. Students can begin the course at any time. The Cases in Financial Planning textbook is included.

Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.  The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online.  Please contact an enrollment advisor if you have timing questions before enrolling in this course.

825

This package includes the Capstone Course and The Dalton Review® Guarantee to Pass. Blended coursework with self-paced and live-online instruction. Live-online classes are recorded and available for playback. Students can begin the course at any time. The Cases in Financial Planning texbook is included. With our Guarantee to Pass Review program, we guarantee you will pass the CFP® exam the first time or we'll refund your enrollment costs 100%. Simply score 70% or better on our exam readiness quiz. This package is ideal for challenge candidates.

Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.  The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online.  Please contact an enrollment advisor if you have timing questions before enrolling in this course.

2,645

This package includes the Capstone Course and The Dalton Review®.  Blended coursework with self-paced and live-online instruction. Live-online classes are recorded and available for playback. Students can begin the course at any time. The Cases in Financial Planning textbook is included. This package is ideal for challenge candidates. 

Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.  The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online.  Please contact an enrollment advisor if you have timing questions before enrolling in this course.

1,995

CFP® Ethics Course

This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which is effective October 1, 2019.
•    Level of Complexity: Intermediate
•    CE Hours: 2

50

Review Course Materials

The CFP® Exam Audio Review provides 20+ hours of the most important material from each knowledge topic. Students can listen anywhere, anytime, making efficient use of travel or other activities to include study. To listen to a sample and purchase, please click on the button below and you will be taken to a third party website called Awesound. This website hosts the audio files for playback at your convenience, and will also provide instructions on adding the files to your favorite podcast app to allow you to listen when offline and on-the-go as well!

150

The flashcards are ideal if you do not have time to make your own or you need a comprehensive study tool that enables you to know all the key terms and concepts that are critical to passing the exam. The set includes over 460 individual flashcards.

** Includes FREE ground shipping

140

This textbook provides the reader with a foundation in basic time value of money skills and techniques that can be applied to more complex and application-oriented problems. Mastery of the techniques outlined in this textbook will provide the reader with the necessary skills to ultimately solve all time value of money problems on the CFP® Certification Examination. Keystrokes are provided for the HP10BII+, HP 12C and HP 17BII financial calculators. 

  • Author: Joseph M Gillice, CPA, CFP®
  • ISBN-10: 0-9820884
  • ISBN-13: 978-0-9820884-1-8
60

For students that want to self study, they can purchase the pre-study booklets and have access to the testbank for one year from the time of purchase. 

Note - For students who enroll in a review course, these materials are included in the price of the review.

 

450

This high quality Tervis Tumbler is 24 oz.

25

Social Media for Financial Advisors

This Program teaches the principles of marketing on Facebook, Twitter, and LinkedIn specifically for those in the financial industry. Learn to mitigate risk and remain compliant with industry regulations while maximizing your reach and developing a valuable social media community for your practice. This certificate is offered exclusively by Dalton Education.

Course Benefits:
  • Profile setup and maintenance
  • Audiences
  • Platform-specific analytics
  • Compliance concerns
  • Campaign optimization
575

This program contains two programs:

Social Media for Financial Advisors

This Program teaches the principles of marketing on Facebook, Twitter, and LinkedIn specifically for those in the financial industry. Learn to mitigate risk and remain compliant with industry regulations while maximizing your reach and developing a valuable social media community for your practice. This certificate is offered exclusively by Dalton Education.

Course Benefits:
  • Profile setup and maintenance
  • Audiences
  • Platform-specific analytics
  • Compliance concerns
  • Campaign optimization

Social Media Professional Certificate

This program is designed for individuals with little experience in social media who are looking to gain an in-depth understanding of social media to build and extend brand awareness, offer better service to customers, and attract new customers. After completing this program, individuals will be prepared for roles such as Social Media Specialist, Digital Media Project Manager, or Online Community Manager.

Course Benefits:
  • Complete at your own pace
  • Understand Social Media and Planning
  • Implement Digital Media Campaigns
  • 40-45 hours to complete certification
1,659

Financial Planning Preview Course

The Financial Planning Preview course is designed to introduce undergraduate and graduate students to career opportunities in the field of financial planning. The course will also teach students invaluable financial planning skills and strategies.

995

Policies regarding refunds, rollovers and free retake guarantee refunds: Dalton Education must be notified of potential shipping errors and refund requests within five business days of receiving materials. If the materials have been marked, damaged, opened, or are otherwise unable to be resold, we will not be able to refund the cost. Students must return materials by a traceable shipping method. Original and return shipping costs will not be refunded.

The Dalton Review® Guarantee to Pass Terms and Conditions should be viewed here.   

**Please be advised that orders placed after 3pm will be shipped the following business day. Access to the testbank will also be processed the following business day.