Elevate Your Success With a CFP® Certification
Benefit from flexible schedules and expert faculty members who know the CFP® exam best. Start the journey towards earning your CFP® mark today.
Earn a CFP® Certification in Less than a Year
Even though some programs can be up to twice as long as ours, Dalton consistently leads in achieving the highest CFP® exam pass rates in the country. Over half of those trained as a CERTIFIED FINANCIAL PLANNER™ earned their CFP® Certification with us. That's why making a smarter investment in your career starts here.
Choose Your Path to Certification
Looking for flexibility? Our Self-Paced curriculum gives you the freedom, resources and instructor access you need to learn on your own schedule.
Looking for structure? Our Virtual Classroom program is perfect for interactive learners who thrive in a classroom setting with instructor-led, live-online courses.
And if you want certainty, our Guarantee to Pass™ Package is the way to go.
When Should You Start?
At Dalton Education, we set a general timeline for the education and review courses and suggest that a student can sit for and pass the CFP® Exam within one year of enrollment through our Virtual Classroom program. The Self-Paced program can take more time (or less!), depending on how dedicated a student is to completing the coursework.
Our Virtual Classroom courses start every other month with classes occurring twice a week. Below are the existing schedules.
January-October 2023 Cohort Class Schedule
March-December 2023 Cohort Class Schedule
May 2023 - February 2024 Cohort Class Schedule
July 2023 - April 2024 Cohort Class Schedule
September 2023 - June 2024 Cohort Class Schedule
November 2023 - August 2024 Cohort Class Schedule
Pass Your CFP® Exam, Guaranteed
With our Guarantee to Pass™ bundle, you will pass your CFP® exam — or your money back. You'll also receive individual coaching, additional study materials and readiness exams designed by previous CFP Board members.
What Our Students 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."
Want to learn more? Or speak to a team member?