Terms & Conditions
- Students must 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 accessible one time per exam cycle.
- To qualify for the money-back portion of The Dalton Review® Guarantee to Pass™, students must 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.
- Qualified students seeking the The Dalton Review® Guarantee to Pass™ refund must notify Dalton Education in writing within thirty days of the CFP® Exam results’ release date.
- Eligible students, having failed the CFP® Exam, will have the option of continued access to The Dalton Review® Guarantee to Pass™ resources or they may withdraw and receive a full refund of The Dalton Review® Guarantee to Pass™.
- Eligible students requesting a refund will forfeit access to all The Dalton Review® Guarantee to Pass™ resources and must return all books and materials.
- Failure to meet the outlined terms and conditions of The Dalton Review® Guarantee to Pass™ will void the guarantee between the student and Dalton Education.
- Failure to meet the terms and conditions of the signed Guarantee to Pass™ contract on file, which includes the date by which the CFP® exam must be taken, will void the Guarantee to Pass Agreement between the student and Dalton Education.
For example, if you enrolled with the January 2022 cohort, the Guarantee to Pass contract states that you need to take the CFP® exam by March 2023, which is two exam cycles upon completion of the education program. If you rolled over to the March or May 2022 cohorts this still allows you to sit for that exam. If you rolled to the September or November 2022 cohorts this would not allow you to sit for that exam thus voiding the money back guarantee.
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."
"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!"
"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!"
"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!"
"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."
"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."
Earn your CFP® Certification