Feedback From Dalton Review Students Regarding the November CFP Exam
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Thursday, 28 January 2010
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Eight weeks after the CFP exam is always a rewarding time for us, as we hear so many success stories from our students. It’s very rewarding to see our students achieve their goals and pass the CFP exam. We share the ups and downs with our students as they struggle balancing their families, work and studying for the CFP exam. We know how hard out students work and it’s always nice to hear their success stories, so I thought we would share some of the feedback we have received this pass week.
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"I took the live Washington D.C. review class in October in preparation for the November CFP exam. I learned recently that I passed the exam and wanted to offer my appreciation for the excellent instruction and useful material covered in the course. Not only was it helpful for test taking techniques, but I really learned the material. Thanks again."
- Joseph Fernandes
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"My wife just called with my results- I passed. Thank you very much for the course and your words of encouragement. I have already recommended your course to a few colleagues."
- Ed Grosso
- "I took the Dalton Review course before taking the November 2009 exam. I can say, with out a doubt, that folks at the Dalton Review have the resources to help you pass this test. I can go on for days about how great their instructors, materials and methodology were, but I rather express the way I felt after sitting for each session. The Dalton Review made every question seem like fair game and left me confident in my answers. After each section, I felt good about the work I did because I knew what the exam was asking of me. If you do what they tell you, then you WILL pass this test, it's that simple. However, keep in mind they are asking you to work hard and there is never a substitute for that. Thanks Dalton Review!"
- Douglas A. Boneparth
For anyone that is planning to take the exam, I think the message is clear. Respect the materials, follow the study plan exactly as we suggest, put the time and hard work in and you will be successful on the exam.
Congratulations to everyone that passed!
Joseph M. Gillice, CPA, CFP®
President
Dalton Education, LLC
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March 2010 Exam to Test 2010 Tax Law – Major Change from CFP Board
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Thursday, 28 January 2010
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Last night, CFP Board formally announced that the March 2010 CFP exam will test current year tax law. This represents a major departure from previous years, when the March exam tested previous year tax law.
The good news is that there aren’t too many inflation adjusted changes from 2009 to 2010, so if you know 2009 law it will take less than 30 minutes to learn the changes for 2010.
Here are the steps we’re taking to make sure you’re prepared:
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During the Instructor Office Hours this Friday (1/29), we will cover the changes you need to know from 2009 to 2010.
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We will provide you with a Summary Document of the changes from 2009 to 2010.
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During the upcoming reviews in February, we will explain the changes from 2009 to 2010 and discuss the topics most likely tested.
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We will review the changes from 2009 to 2010 during the Post Review Q&A Session on March 12th.
CFP Board has posted new tax tables for the March 2010 exam, which can be found on this site: www.CFP.net. Please download these tables for reference, as these will appear in your exam booklet.
My thoughts on this are: 1) No need to panic, the changes are minor and you’ll learn them with ease. 2) While the timing of the change is less than ideal, CFP Board makes the rules and we need to be flexible and accommodate this change. 3) We’ll get you the changes for 2010 in time for the Office Hours this Friday (1/29) and we’ll cover the changes in detail during the reviews in February.
More information will be sent to you before Office Hours on Friday.
Please let me know if you have any questions.
Regards,
Joseph M. Gillice, CPA, CFP®
President
Dalton Education, LLC
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November 2009 CFP Exam Results
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Tuesday, 19 January 2010
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Well the results are out and the national pass rate on the November 2009 CFP® Certification Examination is 54%. That pass rate is right in-line with the historical pass rate of 50-55%. We have already started to hear from a number of our students and I thought I would pass along one success story:
"I took the Dalton Review course before taking the November 2009 exam. I can say, with out a doubt, that folks at the Dalton Review have the resources to help you pass this test. I can go on for days about how great their instructors, materials and methodology were, but I rather express the way I felt after sitting for each session. The Dalton Review made every question seem like fair game and left me confident in my answers. After each section, I felt good about the work I did because I knew what the exam was asking of me. If you do what they tell you, then you WILL pass this test, it's that simple. However, keep in mind they are asking you to work hard and there is never a substitute for that. Thanks Dalton Review!"
Douglas A. Boneparth
Financial Advisor
An Ameriprise Financial Services Practice
While we certainly appreciate Doug’s kind words, I think the important message in Doug’s comments are that if you work hard and put the time in, you will pass the exam. Good job Doug and good job to everyone who passed the November 2009 CFP exam!
Joseph M. Gillice, CPA, CFP®
President
Dalton Education, LLC
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CFP Board Releases November Results Today
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Monday, 18 January 2010
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The results from the November CFP exam have been sent via mail today. The Board will be updating candidates online accounts with the results next week.
Here’s the update from the Board: http://cfp.net
Good luck to everyone!
Joseph M. Gillice, CPA, CFP®
President
Dalton Education, LLC
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Dalton Education and the University of Wisconsin Offer a Self-Paced Online CFP Education Program
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Monday, 18 January 2010
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Dalton Education recently launched a self-paced online CFP education program. The program is designed for students that are unable attend a traditional classroom or live online program because of their study schedule or learning style.
Benefits of the program include:
• Complete the program in 9 months or less.
• A high quality program based on Dalton Education’s curriculum which results in 70-80% pass rates on the CFP Exam.
• The opportunity to extend access to the program at no additional cost.
• Customizable learning, which allows students to simply study what they don’t know.
For more information about this online CFP® education program, please visit our website at: http://uwosh.course-central.com/
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