CFP® Capstone Courses

CFP® Capstone Courses

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:  Please contact an enrollment advisor if you have timing questions before enrolling in this course.  Students have 12 months from the date of purchase to complete the Capstone Course portion.

NOTE: review materials for the July exam will be shipped around the end of February of that calendar year.

** Due to COVID-19, we are cancelling traditional classroom reviews for now. **
Current schedules can be found


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.

***Expedited shipping prices quoted are only applicable for shipments within the continental United States of America. Please call for pricing.