CFP® Review
The Dalton Review® Guarantee to Pass™
With The Dalton Review® Guarantee to Pass™, we guarantee you will pass the CFP® exam the first time or we’ll refund 100% of your enrollment costs! Simply score 70% or better on our exam readiness quiz. Students that score 60% or higher on the exam readiness quiz have an 88% pass rate on the CFP® exam and historically half of our students score 60% or higher.
The Dalton Review® Guarantee to Pass™ includes everything in The Dalton Review® plus additional benefits highlighted below.
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® Exam. 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 the review to answer any student questions. For a complete schedule of our instructor office hours, please go here.
Also includes:
- 100-question review readiness quiz to evaluate our Guarantee to Pass™ students' collective strengths and weaknesses, with customized supplemental lectures tailored to address those unique strengths and weaknesses.
- Individual coaching session to outline the study tools and schedule needed to help students make the most efficient use of their time and pass the CFP® exam the first attempt.
- Digital Flashcards
- Financial Calculator Essentials Book