The CeriFi Web Site is provided by CeriFi, a Leeds Equity Partners portfolio company, headquartered in Alpharetta, Georgia. By accessing and using the web site located at (the “Web Site”), you agree to be bound by the Terms of Use (hereinafter, the “Terms” or “Agreement”) in effect at the time of each such access or other use. You also acknowledge that CeriFi may, from time to time, in its sole discretion and without notification to you, change these Terms. You should review the Terms each time you visit or use the Web Site. If you do not agree to these Terms, do not use the Web Site. As used in these Terms of Use, “we” includes CeriFi and each of its affiliates.

    Information Services

    The Web Site is intended solely to provide information, materials and data (the “Information”) regarding CeriFi and delivery of its services.

    Privacy Policy

    Any personal information or other information about you collected by CeriFi through, or in connection with, the Web Site is subject to our Privacy Policy. CeriFi Privacy Policy is incorporated into the terms of this Agreement by this reference. As indicated in these Terms, the Web Site is designed for adults of legal age (18 years and over). For questions about our online privacy policy please refer to the Privacy Policy.

    Dalton Review® Guarantee to Pass™: What You Need to Know
    Qualifying for a Refund

    To qualify for the money-back portion of The Dalton Review® Guarantee to Pass™, students must: 

    1. Pass the Exam Readiness Quiz: 
Achieve a 70% or higher on the Exam Readiness Quiz as a part of The Dalton Review® Guarantee to Pass™. The Exam Readiness Quiz is available one time per CFP® exam cycle. CFP® exam cycles occur three times a year, in March, July, and November.

    2. Notify Within 30 Days of the Exam: 
Notify Dalton Education in writing within thirty days of the CFP® Exam results’ release date.

    3. Send the Exam Report and Pass/Fail Document: 
Provide Dalton Education with their CFP® Exam diagnostic report and pass/fail document issued by the CFP Board within thirty days of the exam results’ release date.

    Refund and Resource Options for Failed Students

    Students who are eligible and fail the CFP® exam have two options:

    1. Continue to access The Dalton Review® Guarantee to Pass™ classes and study materials at no additional cost. This option does not include a refund.

    2. Withdraw and receive a full refund. If they choose the refund, they must return all books and materials and will lose access to The Dalton Review® Guarantee to Pass™ resources.

    Failure to Terms

    If a student fails to meet the terms and conditions of The Dalton Review® Guarantee to Pass™, the guarantee between the student and Dalton Education will be voided. The Guarantee to Pass™ contract on file includes the deadline for taking the CFP® exam, and failing to meet that deadline will also void the agreement.

    Talk to a CFP advisor today.

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

    Customer service hours: M-F, 8am-5pm EST