Instructor-Led Exam Review Program

    The Dalton Review® is a blended program of self study and instructor-led classes, with multiple schedule options to meet your needs. Whichever schedule you choose, you’ll have access to the same self-study resources and cover the same material in the Live Review Classes. Most students complete the program in 2–3 months.

    ...

    Pre-Study Program

    100-125 hours recommended (self-study time)


    Before you attend the Live Review Classes, study the foundational knowledge needed to maximize your class experience. You’ll start by taking our Review Readiness Assessment, which gauges your knowledge and provides a benchmark to begin your studies from. Learn with these resources:

    • 6 study booklets covering the core areas of the CFP® exam

    • Recorded online lectures

    • Live-online instructor office hours

    • Question bank with over 2,800 practice questions

    Request More Information

    What's Included

    Virtual Classroom Setting

    Money Back Guarantee

    The Dalton Review® Guarantee to Pass™

    Exam Prep

    • Textbooks (e-books)
    • Live Exam Prep (Online or In-Person)
    • Review Readiness Quiz
    • Question Bank, Mini-Cases, and Comprehensive Cases
    • Mock Exams
    • Recorded Lectures
    • Exam Readiness Predictor
    • Live Office Hours

    Guarantee To Pass™

    • 100% money-back guarantee for students who successfully complete The Dalton Review.

    Supplemental Support

    • Digital Flashcards
    • Individual Coaching (Pre & Post Review)
    • Supplemental Lectures
    • Supplemental Q&A Sessions
    • Calculator Book

    With The Dalton Review® Guarantee to Pass™ bundle, you will pass CFP® exam — or your money back. Learn more.

    $2,395.00
    Enroll for The Dalton Review® Guarantee to Pass™

    The Dalton Review®

    Exam Prep

    • Textbooks (e-books)
    • Live Exam Prep (Online or In-Person)
    • Review Readiness Quiz
    • Question Bank, Mini-Cases, and Comprehensive Cases
    • Mock Exams
    • Recorded Lectures
    • Exam Readiness Predictor
    • Live Office Hours
    $1,595.00
    Enroll for The Dalton Review®

    The Dalton Review® virtual class schedule

    ...

    When you choose the Weeknight schedule, you follow a detailed 15-week schedule with a day-to-day study plan. There are a total of 11 sessions.

    Classes

    July 2025 CFP® Exam

    November 2025 CFP® Exam

    March 2026 CFP® Exam

    Option #1
    7:00pm - 10:15pm ET
    Fundamentals,
    Insurance, Investments, Tax, Retirement, Estate

    April 7, 14, 21, 28, May 5, 12

    May 19, 21, 28, June 2, 9

    August 4, 11, 18, 20, 25, September 3

    September 8, 15, 22, 29, October 6

    January 12, 14, 19, 21, 26, 28

    February 2, 4, 9, 11, 16

    Option #2
    6:00pm - 9:15pm ET
    Fundamentals,
    Insurance, Investments, Tax, Retirement, Estate

    April 8, 15, 22, 29, May 6, 13

    May 20, 22, 29, June 3, 10

    August 5, 12, 19, 21, 26, September 4

    September 9, 16, 23, 30, October 7

    January 13, 15, 20, 22, 27, 29

    February 3, 5, 10, 12, 17

    Request a Detailed Sample Schedule

    Looking for an in-person option?

    We offer the same exam review excellence in a traditional classroom setting — including the money back guarantee that you'll pass the first time.

    View Traditional Options

    Dedicated office hours for additional exam prep

    Enhance your education and exam prep with dedicated office hours available for both online and traditional class attendees. These virtual sessions offer valuable non-agenda time for students to ask questions during their studies.

    Whether you submit queries beforehand or ask in real-time, our office hours provide ample opportunities for clarification and guidance in the self-study portions of the program.

    View     office hours schedule below.

    Women with her back to us in virtual one on one training Session

    FAQ's

    Talk to an advisor today.

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

    Office hours: M-F, 8am-5pm EST

    1-844-721-7503Request More Information

    The Dalton Review® office hours schedule

    ...

    Classes

    July 2025 CFP® Exam

    November 2025 CFP® Exam

    March 2026 CFP® Exam

    Fundamentals, Insurance, Investments

    4/25/2025 (4:30 - 6:30 pm ET)

    8/28/2025 (4:30 - 6:30 pm ET)

    1/15/2026 (4:30 - 6:30 pm ET)

    Fundamentals, Insurance, Investments

    5/2/2025 (4:30 - 6:30 pm ET)

    9/5/2025 (4:30 - 6:30 pm ET)

    1/23/2026 (4:30 - 6:30 pm ET)

    Tax, Retirement, Estate

    5/9/2025 (4:30 - 6:30 pm ET)

    9/12/2025 (4:30 - 6:30 pm ET)

    1/30/2026 (4:30 - 6:30 pm ET)

    Tax, Retirement, Estate

    5/16/2025 (4:30 - 6:30 pm ET)

    9/19/2025 (4:30 - 6:30 pm ET)

    2/6/2026 (4:30 - 6:30 pm ET)


    Dalton runs private reviews for groups of 20 or more and will offer reviews in other cities with demand. If you are interested in either a private review or a review in a city not listed, please email us your information and we will get back to you.

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