As an accelerated candidate, I needed a program that could keep up with the pace and still deliver depth—and Dalton delivered. The test bank was incredibly comprehensive and instrumental in helping me master the material. The supplemental lecture videos were great for reinforcing key concepts, and the instructor-led lectures tied everything together in a way that made complex topics manageable. I couldn’t have passed without it.
I am very impressed with the Dalton Guaranteed to Pass program. This was recommended to me by two friends who passed on their first attempt. The instructors were knowledgeable and very effective in teaching the material. The coaches and support staff were kind, helpful and always quick with their responses. When actually taking the CFP exam I felt very prepared. While I had test jitters I felt confident in completing the exam. I have and will continue to recommend this program to my friends and colleagues.
John Kaczyk
CFP® Exam Review
I am a little biased because I did receive the PASS however I do think Dalton does a great job preparing you for the exam; their quiz bank questions are in line with what to expect, and their strongest assets are the actual professors/ CFP’s who teach the material. Lastly I appreciated how quickly the coaches responded whenever I had questions; they were super speedy and helpful.
Nathanael H.
CFP® Exam Review
I passed the November 2024 CFP exam after my fourth try over a 17-year span. I switched to Dalton after I failed my last exam in 2021. Dalton provided me with the tools and roadmap for a successful journey along with the confidence leading up to exam day. Dalton has the very best instructors, web portal, question bank and CFP material to help pass the exam.
Michael K.
CFP® Exam Review
Dalton and its staff made me feel at ease during the prep, review and on exam day. Their coaches, staff and instructors did a phenomenal job of making me feel that I wasn’t just TAKING the exam in November; I was PASSING the exam in November. It was definitely a shift in thinking that put me in the right frame of mind. You still need to study and do the work. Follow the recipe. Put in the time. Ask for clarification. Think: PASS!
Rachel L.
CFP® Exam Review
I have thoroughly enjoyed the Dalton Education CFP study program. I completed the 10 week review for the exam, including a 4 day live review. I successfully passed the CFP exam and I owe my success to Dalton and their incredible team of instructors. The Dalton materials, coursework, virtual classroom and schedule are not only intuitive and user friendly for a working mother, but they are top notch. I felt prepared for the exam, and after passing the exam I realized how Dalton had not only prepared me for everything but they over prepared me. I have a deep understanding for financial planning, and I look forward to taking my career to the next level. Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors!
Lindsay W.
CFP® Exam Review
Combined with hard work and dedication, Dalton Education made sure I had what was needed in order to succeed. Without their experience, diligence, and structure, I would have spent more time worrying about what to study and when rather than putting in the hours needed to pass. Dalton knows how to get it done the first time around!
Monica Y.
CFP® Exam Review
I recommend Dalton’s CFP study program to anyone who is planning to sit for the test. It is thorough, well guided, and offers many resources for individual support. I can honestly say that I went into the exam KNOWING that I was going to pass.
Amanda B.
CFP® Exam Review
As a young professional, earning the CFP marks has given me a new level of credibility and self-assurance. I now walk into meetings and client conversations with a bit of a stronger voice, knowing I’ve built a solid foundation of knowledge. I truly believe that the Dalton program has helped shape me into the advisor I’m now becoming.
Jordan Larsen
CFP® Certification Education
What I love about the CFP course through Dalton is the flexibility. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests – not for me. Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others.
Jayln P.
CFP® Certification Education
It came down to the enrollment advisor’s responsiveness in addressing my questions/concerns as primary and then the ability to be flexible with online courses and working through the coursework. Absolutely would recommend Dalton! After having taken the exam (and passed!) last week, I appreciate Dalton’s questions even more as they were more realistic to what I saw on the exam. Thank you! Keep up the good work!
Morgan B.
CFP® Certification Education
Dalton provided me the materials, resources, and structure that I needed to complete my certification. From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work. It helped me plan study time accordingly and gave me a practical benchmark for preparation time. That said, each professor teaching the material stood out to me whether it was because of their experience with the CFP exam, pedigree, and/or knowledge and presentation of the material.
Forrest P
CFP® Certification Education
