CFP^® Capstone Courses

Blended coursework with self-paced and live-online instruction. Live-online classes are recorded and available for playback. Students can begin the course at any time. The Cases in Financial Planning textbook is included.

Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.  The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online Please contact an enrollment advisor if you have timing questions before enrolling in this course.  Students have 12 months from the date of purchase to complete the Capstone Course.

This package includes the Capstone Course and The Dalton Review^® Guarantee to Pass^™. Blended coursework with self-paced and live-online instruction. Live-online classes are recorded and available for playback. Students can begin the course at any time. The Cases in Financial Planning texbook is included. With our Guarantee to Pass^™ Review program, we guarantee you will pass the CFP^® exam the first time or we'll refund your enrollment costs 100%. Simply score 70% or better on our exam readiness quiz. This package is ideal for challenge candidates.

Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.  The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online  Please contact an enrollment advisor if you have timing questions before enrolling in this course.  Students have 12 months from the date of purchase to complete the Capstone Course portion.

The Dalton Review^® Guarantee to Pass^™ Terms and Conditions should be viewed here.

NOTE: review materials for the July exam will be shipped around the end of February of that calendar year.

** Due to COVID-19, we are cancelling traditional classroom reviews for now. **
Current schedules can be found here.

This package includes the Capstone Course and The Dalton Review^®.  Blended coursework with self-paced and live-online instruction. Live-online classes are recorded and available for playback. Students can begin the course at any time. The Cases in Financial Planning textbook is included. This package is ideal for challenge candidates. 

Please Note: The deadline to complete this course is approximately one month prior to the CFP Board’s Education Verification Deadline for each exam.  The CFP Board’s deadlines can be found here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/apply-online  Please contact an enrollment advisor if you have timing questions before enrolling in this course.  Students have 12 months from the date of purchase to complete the Capstone Course portion.

NOTE: review materials for the July exam will be shipped around the end of February of that calendar year.

** Due to COVID-19, we are cancelling traditional classroom reviews for now. **
Current schedules can be found here.