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CFP® Exam Review Materials

Order the items you need to take your test preparation to the next level.

2023 QuickSheets Set

Know everything you don't know faster with QuickSheets!

This complete tax and financial planning reference tool is there when and where you need it. Set includes all titles each packed with performance-critical information delivered in a concise full-color format.

  • Fundamentals, Part 1 & 2
  • Insurance and Social Security
  • Investments and Formulas
  • Income Tax, Part 1 & 2
  • Retirement, Part 1 & 2
  • Estates

ISBN: 978-1-946711-16-8

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2023 QuickSheets - Estate Planning

Know everything you don't know faster with QuickSheets.

The Estate Planning QuickSheet is packed with performance-critical information delivered in a concise full-color format.

For professionals, educators, and students, QuickSheets are a handy and fast professional reference that will save you time and aggravation.

ISBN: 978-1-946711-21-2

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2023 QuickSheets - Fundamentals: Part 1 and 2

Know everything you don't know faster with QuickSheets.

Our Fundamentals Part 1 and 2 QuickSheets are packed with performance-critical information delivered in a concise full-color format.

For professionals, educators, and students, QuickSheets are a handy and fast professional reference that will save you time and aggravation.

ISBN: 978-1-946711-17-5

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2023 QuickSheets - Income Tax: Part 1 and 2

Know everything you don't know faster with QuickSheets.

Our Income Tax Part 1 and 2 QuickSheets are packed with performance-critical information delivered in a concise full-color format.

For professionals, educators, and students, QuickSheets are a handy and fast professional reference that will save you time and aggravation.

ISBN: 978-1-946711-19-9

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2023 QuickSheets - Insurance and Social Security

Know everything you don't know faster with QuickSheets.

Our Insurance and Social Security QuickSheet is packed with performance-critical information delivered in a concise full-color format.

For professionals, educators, and students, QuickSheets are a handy and fast professional reference that will save you time and aggravation.

ISBN: 978-1-946711-22-9

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2023 QuickSheets - Investments and Formulas

Know everything you don't know faster with QuickSheets.

Our Investments and Formulas QuickSheet is packed with performance-critical information delivered in a concise full-color format.

For professionals, educators, and students, QuickSheets are a handy and fast professional reference that will save you time and aggravation.

ISBN: 978-1-946711-05-2

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2023 QuickSheets - Retirement: Part 1 and Part 2

Know everything you don't know faster with QuickSheets.

Our Retirement Part 1 and 2 QuickSheets are packed with performance-critical information delivered in a concise full-color format.

For professionals, educators, and students, QuickSheets are a handy and fast professional reference that will save you time and aggravation.

ISBN: 978-1-946711-20-5

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Cases in Financial Planning, 4th Edition

This material includes a 100% complete financial planning case with analysis and answers, 10 comprehensive cases that range from easy to challenging, mini-cases that illustrate how to analyze all of the sections of a financial plan, tips and strategies, and more.

ISBN: 978-1-946711-68-7

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CFP® Exam Audio Review

The CFP® Exam Audio Review provides 20+ hours of the most important material from each knowledge topic. Students can listen anytime, anywhere, making efficient use of travel or other activities to include study.

To listen to a sample and purchase, please click on BUY NOW button and you will be taken to a third party website called Awesound. This website hosts the audio files for playback.

For purchases made outside of Dalton Education's regular business hours (8AM to 5PM ET), your order and audio access will be processed the following business day.

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Financial Calculator Essentials

This material 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 will provide you with the necessary skills to ultimately solve all time value of money problems on the CFP® Certification Examination.

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

Our convenient app format allows you to take flashcards with you anywhere you go. You can also study from your web browser, which will sync up with your app between study sessions. You will be able to rate your level of confidence on each card, and the deck will adaptively update based on your confidence (study the cards you know well less often, and the cards you don't know more often).

Our digital flashcard provider is called Brainscape, and you will receive an email with instructions on how to access your cards with them after your purchase. Includes access for one year from the date of purchase.

For Digital Flashcard purchases made outside of Dalton Education's regular business hours (8AM to 5PM ET), your order and digital access will be processed the following business day.

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Study Materials

The perfect supplement to help with your self studies. Get Dalton Education's pre-study booklets including access to the testbank for one year.

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Textbook Bundle

After ordering the Textbook Bundle, the books required for the first course are shipped. See here the list of textbooks needed to complete the Program Courses.

  • Fundamentals of Financial Planning
  • Insurance Planning
  • Financial Calculator Essentials
  • Investment Planning: Concepts and Strategies
  • Income Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
  • Cases in Financial Planning: Analysis and Presentation
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Upgrade eBook Bundle - Education

This option provides you with both printed and digital pre-study booklets.

PLEASE NOTE THE FOLLOWING:

  • Must purchase updated materials AND eBook upgrade bundle to receive both printed AND digital materials.
  • You must have already ordered the $400 updated materials to purchase this addition or be purchasing them now.
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Upgrade eBook Bundle - Review

This option provides you with digital review booklets ONLY if you have already purchased physical materials.

PLEASE NOTE THE FOLLOWING:

  • Must purchase updated materials AND eBook upgrade bundle to receive both printed AND digital materials.
  • You must have already ordered the $400 updated materials to purchase this addition or be purchasing them now.
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Upgrade to The Dalton Review® Guarantee to Pass™

At Dalton Education, we Takes the country's finest CFP® exam review and inject it with a whole new level of confidence: a 100% money-back guarantee that you will pass your CFP® exam, the first time.

Current schedules can be found here, and The Dalton Review® Guarantee to Pass™ Terms and Conditions should be viewed here.

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What Professionals Say About Dalton

"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.

"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.

"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.

"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.

"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.

"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.

Earn Your CFP® Certification