CFP® Review
The Dalton Review®
The Dalton Review® is a comprehensive preparation plan for individuals planning to take the CERTIFIED FINANCIAL PLANNER™ Exam. Our instructors are some of the best in the country; many have written questions for the exam and served on the CFP®Board of Examiners (now CFP® Board’s Council on Examinations).
Pre-Study Program
100-125 Hours of Preparation
The pre-study program is designed to give students the foundational knowledge to prepare them for The Dalton Review®, and ultimately, the CFP® Certification Examination. Students should budget approximately 100-125 hours to complete the pre-study portion of The Dalton Review® which consists of the following:
Pre-Study Booklets
In this section of pre-study, we provide five booklets on the core areas addressed in the CFP® exam. They include:
- Fundamentals & Insurance
- Investments
- Income Tax
- Retirement & Employee Benefits
- Estate
The pre-study booklets consist of study notes, practice questions, review questions, released exam questions and exam tips. Students should expect to work through the pre-study booklets prior to attending the review classes.
Look inside a pre-study booklet
Instructor Office Hours
Our instructors have assigned office hours in our virtual classroom on Fridays the month preceding reviews to answer any student questions. For a complete schedule of our instructor office hours, please go here.