Uh Oh, A Renegade Review Provider Caught by the Board…
On May 27, 2008 the CFP Board issued the following email to all review providers:
“Effective immediately and beginning with the July 2008 examination, students will be advised that programming functions on a programmable calculator are not to be used and calculators are to be cleared of all programmed formulas prior to each section of the examination. Calculators are subject to inspection by proctors and violation of this policy will result in removal from the examination and forfeiture of the exam registration fee.”
Why did the Board send this email 7 weeks ahead of the July exam? Well, the Board felt it was necessary to address an issue where a “renegade review provider” was providing students with instructions on how to program formulas and calculations into a financial calculator, which is a clear violation of a long-standing rule the CFP Board has regarding programmable calculators. Now, the most unfortunate part is that this “renegade review provider” put their students in a very difficult position. Students that were relying on “short-cuts” now find out their review provider misled them and students really have to learn the material just a few short weeks ahead of the July exam.
All of us with The Dalton Review realize that our student’s best opportunity to pass the exam is if they just learn the material. Regardless of how a question is asked, if you’ve learned the material, you’ll get the right answer. Short cuts, gimmicks and tricks only get you so far. There’s no substitute for just knowing the material. At The Dalton Review we strive to present the material in a concise, easy to understand format, with as many exam tips, mnemonics and insights from our experienced instructors (many of whom have served on the CFP Board in some capacity) as possible. Some review providers will pretend to know exactly what is on the exam, when they really don’t. Some review providers will pretend to know exactly what is not on the exam, when they don’t. Some review providers will encourage their students to program their calculators, when they can’t. Some review providers won’t answer your questions during class, when they should.
The Dalton Review is very proud of our student’s success, which is consistently 20-25% higher than the national average, resulting in a pass rate between 70-80% on each exam. We take the time to teach our students the material and answer their questions. Our goal is to help our students pass because ultimately, our success depends on your success!
Joseph M. Gillice, CPA, CFP®
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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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