The Dalton Review® FAQs

An update for current and prospective students.

The Best CFP® Exam Preparation Available

Dalton Education provides students a premium CFP® exam preparation experience at prices comparable to or better than our competitors. Our students gain financial planning expertise and the confidence to succeed on the CFP® exam. The Dalton Review, a comprehensive regimen to prepare students to take and pass the CFP® exam, is a cornerstone of our approach.

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Frequently Asked Questions

What is The Dalton Review® for the CFP® Certification Examination?

Prior to taking the CFP® Certification Examination it is highly recommended that students take a review course for the CFP® exam. The Dalton Review® was developed by former members of the CFP® Board of Examiners (now CFP® Board's Council on Examinations) and has pass rates of 70-80% on the CFP® exam.

Visit The Dalton Review® for more information.

What are the benefits of The Dalton Review®?

The materials were developed by instructors that served on the CFP Board of Examiners (now CFP Board's Council on Examinations); all of them have taken and passed the CFP® exam. We guarantee our students' success by letting them take the review multiple times before the exam and again if they are not successful on the exam. We offer both virtual and traditional classroom learning options. Finally, if you attend our traditional classroom review you also have access to our virtual classroom review and all classes are recorded for playback.

How is your review different than other providers?

First, we have the best faculty in the country. Next, our materials are very exam-focused which enables your study time to be efficient. Additionally, we allow students to attend the review multiple times at no additional charge.

What are your pass rates?

Our pass rates are consistently 20-25% higher than the national average on the exam putting our pass rates between 70-80%.

What are the system requirements necessary to attend the online classes or watch recordings?

It is recommended that students have an operating system Windows 7 or higher or Mac OS 10.6 or higher. Students must be able to run, install, and configure programs and be able to store and retrieve documents and files on their computer. The latest version of Adobe Flash Player is also recommended for viewing the live classes. If you are unsure if you have appropriate permissions to save files to your computer, please contact your system administrator.

Are updated materials included in the initial purchase price of the review?

Students have the option to purchase updated review materials at a discounted price if they need to move their exam cycle to a new testing year. Review booklets and current year testbank are included in updated materials. This is completely optional; students can continue in the review program utilizing their initially purchased materials. Annual inflation-adjusted updates are provided to students to download if they choose not to purchase updated materials when moving to a new exam year.

Do I have access to instructors for questions while I'm studying?

Yes. Students have access to our instructors via email. Simply email your questions to: and your instructor will respond to you.

Are the review materials accessible on mobile devices?

Online review materials are accessible on mobile devices. Review booklets can be accessed on portable devices if that option is chosen upon enrollment.

Who wrote your testbank and exam questions?

Our questions were primarily written by instructors that served on the CFP Board of Examiners (now CFP Board’s Council on Examinations). In addition, we have all of the released questions from prior exams.

If I attend the traditional classroom review, do I still have access to the virtual classroom review?

Yes. One of the benefits of attending the traditional classroom review is that you also receive access to the virtual classroom reviews and recordings.

If I miss a live review lecture, can I replay the recording?

Yes. You will have access to recordings of all office hours and reviews after they occur until you pass the exam.

What is included with the price of your review?

  • Pre-Study Materials - including outline notes, exam questions, and review questions
  • Pre-Study Lectures - 25 hours of archived lectures covering the most difficult topics on the exam
  • Instructor Office Hours - access to instructors
  • Recorded Reviews - access to previous reviews that are recorded and available for playback
  • Handout Book - used during the review to follow along, work practice questions and take notes as needed
  • Live Lectures - 36 hours of live instruction either in the virtual or traditional classroom review
  • Testbank - Access to approximately 2,000 questions written by former members of the CFP Board of Examiners (now CFP Board's Council on Examinations)
  • Post-Review Office Hours - access to instructors for last minute instruction prior to the exam
  • Our Guarantee - you will pass the exam; otherwise, you may attend the review again at no charge

Can I transfer my access to others?

No. This program is not transferable to others.

What happens if I don’t pass the exam?

You are welcome to attend our review again at no additional charge. In addition, you can work with our instructors during office hours on specific areas upon which you would like to improve.

Can I attend multiple sessions of one exam cycle?

Yes. Feel free to attend any of the virtual classroom or traditional classroom dates that are offered prior to an exam.

Can I take your review twice before I sit for the exam?

Yes, actually, we encourage it. The more times you hear the material the more likely you are to be successful on the exam.

Is the CFP® exam fee going to be reimbursed if I fail the exam?

No. Students are responsible for applying and paying for the exam on their own. Dalton Education will not reimburse or pay this fee.

Is The Dalton Review® for the CFP® Exam included in the price of the program?

No, The Dalton Review® is not included in the basic package, but is available in the Self-Paced + The Dalton Review® Package.

What is the refund policy?

Dalton Education must be notified of potential shipping errors and refund requests within five business days of receiving materials. If the materials have been marked, damaged, opened*, or are otherwise unable to be resold, we will not be able to refund the cost. Students must return materials by a trackable shipping method. Original and return shipping costs will not be refunded.

*For ebooks, must be less than 20% read.

Can I take the exam readiness quiz more than once in the same exam cycle?

No, students have one opportunity to take the quiz and must score 70% or above to recieve their money-back option. The exam readiness quiz is given to all Dalton Review® students two weeks prior to the actual CFP® exam.

If I take the exam readiness quiz, score 70% or higher and then for some reason defer taking the CFP® exam, do I need to take the exam readiness quiz again?

Yes, you would need to take the exam readiness quiz a second time and obtain a qualifying score of 70% or greater to receive the money-back option.

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Talk to an Advisor

We're 100% committed to your success and are confident that if you complete our education and review courses as prescribed, you're going to pass the CFP® Exam with flying colors. We're so confident in fact, we offer a money-back guarantee.

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Attend an Info Session

If you are interested in learning more about how to become a CFP® professional, you can sign up to attend one of our convenient online webinars OR watch a previously recorded information session.

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