Our most supportive program helps you stay on track to succeed with the structure of scheduled classes, delivered by top faculty in CFP® certification education.

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    Live Classes

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

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    Flexibility

    Classes recorded for future viewing if you can't make a night

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    Support

    Access to Dalton Education faculty for additional explanations and guidance

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    Resources

    Additional study materials including textbooks, test bank, calculator book, 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
    GUARANTEE TO PASS™
    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.

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    Classes

    Target Exam Date

    Orientation Session

    Tues/Thurs

    7:00 - 9:30 PM ET

    March 2025

    1.9.24 1:00 PM ET

    1.11.24 3:00 PM ET

    Curriculum

    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.

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    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.

    Increase your exam confidence

    We offer a variety of supplemental resources to enhance your selected program and ensure success.

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    Your pick of elite universities

    Boost your credibility with CFP® certification from a top school, powered by Dalton’s expert-designed programs. Pick any of our university partners – you’ll get the same best-in-class education. No university enrollment required!

    Utah Valley University Logo
    UC Berkeley Logo - Berkeley Extension
    LSU E.J. Ourso College of Business Department of Finance CFP Board-Registered Program Logo
    University of Richmond Richmond School of Professional & Continuing Studies Logo
    University of Miami Division of Continuing & International Education Logo
    University of Missouri Personal Financial Planning Logo
    The University of Arizona College of Agriculture & Life Sciences Norton School of Family & Consumer Sciences Personal and Family Financial Planning Logo
    Emory University Continuing Education Logo
     Howard University school of business logo
    George Mason University Continuing and Professional Education Logo
    Northwestern University Logo - Northwestern Financial Planning
    Utah Valley University Logo
    UC Berkeley Logo - Berkeley Extension
    LSU E.J. Ourso College of Business Department of Finance CFP Board-Registered Program Logo
    University of Richmond Richmond School of Professional & Continuing Studies Logo
    University of Miami Division of Continuing & International Education Logo
    University of Missouri Personal Financial Planning Logo
    The University of Arizona College of Agriculture & Life Sciences Norton School of Family & Consumer Sciences Personal and Family Financial Planning Logo
    Emory University Continuing Education Logo
     Howard University school of business logo
    George Mason University Continuing and Professional Education Logo
    Northwestern University Logo - Northwestern Financial Planning

    FAQ's

    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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