The Dalton Review® - Three Essential Components
We have the most comprehensive review program to prepare you for the CFP® exam.
1. Pre-Study Program
100-125 Hours
Our 100-125 hour Pre-Study program is designed to make sure students have the foundational knowledge that prepares them for the review classes and the CFP® Certification Examination. This program includes Pre-Study booklets, recorded online lectures, a review readiness assessment, and live, online instructor office hours. A complete schedule of office hours can be found here.
2. Live Review Classes
36 Hours
After completing the pre-study program, students will attend 36 hours of lectures which currently can be taken online in our virtual classroom or at one of our convenient locations in a traditional classroom (when available). During the review, instructors will cover the most important topics that will be tested on the CFP® examination.
Virtual Classroom
Our virtual classes can be taken over two consecutive weekends. A complete schedule of virtual classroom times and dates can be found here.
At Dalton, students will also be given access to live and recorded sessions from our virtual classroom. A complete schedule of traditional classroom locations, times and dates can be found here.
Traditional Classroom
Historically, our traditional classes have been taken over four consecutive days in one of many locations – such as Atlanta, Boston, Chicago, Dallas, Houston, New York City, Los Angeles/Irvine, San Francisco, Washington, DC.
** Due to COVID-19 we are cancelling traditional classroom reviews for now. **
3. Post-Study Program
40-60 Hours
Once students have completed the review classes, students should plan to spend an additional 40-60 hours to prepare for the CFP® exam. The post-study program offers post-review office hours, access to the testbank (which contains over 2,000 multiple-choice practice questions), a study guide that contains cases from prior CFP® examinations, and an exam readiness quiz that provides a predicted probability of passing the exam.
A complete schedule of post-review office hours and dates can be found here.
Sample CFP® exam questions are from our testbank and are representative of the type of questions students can expect when taking the CFP® Certification Examination. Sign up to receive a sample of our CFP® exam questions, go here.
CFP® Review
The Dalton Review®
The Dalton Review® is a comprehensive preparation plan for individuals planning to take the CERTIFIED FINANCIAL PLANNER™ Certification Examination. Our instructors are some of the best in the country; many have written questions for the exam and served on the Board of Examiners (now CFP® Board's Council on Examinations).
CFP® Review
The Dalton Review®
Guarantee to Pass™
If you score 70% or better on our exam readiness quiz, we guarantee you will pass the CFP® examination the first time or we’ll refund 100% of your enrollment costs.
The Dalton Review® vs. The Competition
How do we measure up to the competition? You be the judge.
| Dalton | Kaplan | Zahn | |
|---|---|---|---|
| Study material included in price of review | Yes | Yes | Yes |
| All lectures archived for future playback including pre and post-study | Yes | No | No |
| Former members of the Board of Examiners (now CFP Board's Council on Examinations) | Yes | No | No |
| Convenient and comprehensive review | Yes | No | No |
| Cost of review | $1,395 | $899 | $950 |
| Additional cost of review materials | 0 | $449 | $1491 |
| Free retakes offered if I fail the CFP exam | ABSOLUTELY | Yes2 | No4 |
| Limit on how many times I can take the review at no cost | No | Yes | Yes |
Guarantee to Pass option5 | Yes | No | No |
| Total cost of review and materials | $1,395 | $1,3486 | $1,124 |
1 TestBank cost is extra per website as of 5/1/16
2 If you fail the CFP® Exam you have ONE year to retest or 3 exam cycles to attend a Review as of 11/2/17
3 If you fail the CFP® Exam you can retake the Review ONE time and updated materials would cost 50% of the regular price
4 If you fail the CFP® Exam you must pay $250 for materials only or $425 for the materials and Review as of 5/1/16
5 The Dalton Review® Guarantee to Pass™ is $2,195 as of 1/1/21
6 Total cost per website as of 11/2/17
7 Total cost for traditional classroom review per website as of 5/1/16