Stay on pace with the structure of scheduled courses, delivered by the finest faculty in CFP® certification education. Over 90% of students who choose this program receive their CFP® Certification.

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    Live Classes

    Instructor-led, live-online classes meeting two nights per week

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    Flexible education schedules - classes are recorded for future viewing if you can't make a night

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    Access to Dalton Education Faculty

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    Additional study materials including Ebooks, calculator, and more

    CFP education program

    Instructor-Led Online

    Benefit from structured, scheduled courses led by top-notch faculty dedicated to your success.

    Guarantee your success with
    The Dalton Review® Guarantee to Pass™

    CFP exam prep • money-back guarantee

    The Dalton Review is a comprehensive review program developed by former CFP® Board of Examiners members, designed to prepare students to pass the CFP® exam.

    • 1:1 Coaching
    • Supplemental Study Materials
    • Readiness Exams
    A 100% money-back guarantee that you’ll pass the CFP® exam if you successfully complete The Dalton Review.

    About the Course

    Upcoming Cohorts

    Our Virtual Classroom Courses start every other month with classes occurring twice a week.



    Target Exam Date

    Orientation Session


    7:00 - 9:30 PM ET

    March 2025

    1.9.24 1:00 PM ET

    1.11.24 3:00 PM ET


    Our curriculum is structured on the 8 principal knowledge domains you’ll be tested on for the CFP® exam. Our faculty come from the CFP Board and provide you with the best content and education in the industry.


    Class 1:
    Fundamentals of Financial Planning and Insurance

    Weeks 1–8

    The program’s first course provides the foundation of knowledge students need as working financial services professionals. It covers the financial planning process, best practices in communication, time value of money concepts, as well as the legal, ethical, and regulatory issues affecting financial planners. The course continues with a discussion of the principles of risk management and insurance, allowing the student to identify a client’s risk exposure and select appropriate risk management techniques.


    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

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