The Importance of Starting Early - Consider Taking THE DALTON REVIEW® Twice
One of the most important factors in a candidates success on the CFP® Certification Examination is the amount of time they spend studying for the exam. Consider that it takes about 150-175 hours of total prep time to get “exam ready”, not including time spent attending the review. Figure 100-125 hours to work through pre-study materials and another 40-60 hours of post-review studying.
It’s a good idea to determine the number of hours you can study each week, divide that number into 175 to budget how many weeks you need to study. Once you know the total number of weeks you need to study, work backwards from the exam date to determine the ideal date to begin your studies. On average, if you can study for 10 hours per week, you’ll need to start studying 17.5 weeks prior to the exam, or a little over 4 months. If you can study for 15 hours per week, you’ll need about 12 weeks or 3 months. The point is, start early to be sure you can get all the studying done necessary to pass the exam. Something else to consider is attending The Dalton Review twice, before taking the CFP(r) Certification Examination. Once you enroll in The Dalton Review, you can attend as many times as you want, at no additional cost. By starting early, attending the review twice and putting the required time into studying, you’ll be in great position to pass the exam on your first try. So, consider attending the review that’s offered prior to the exam you’re actually going to take. The more times you hear the material, the deeper understanding you will get each time. Here’s an example of an ideal study plan:
March Exam - Attend the review in Nov., study Dec. - March, attend the review again in March and pass the March exam.
July Exam - Attend the review in March, study April - July, attend the review again in July and pass the July exam.
Nov. Exam - Attend the review in July, study Aug. - Nov., attend the Nov. review, pass the Nov. exam.
Joseph M. Gillice, CPA, CFP®
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."
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