Testimonials

I began the Dalton course in January 2007 to prepare for my November 2007 CFP exam. I expected a long, dreadful course leading into the misery of a difficult exam. Instead, I encountered upbeat, entertaining, personal instructors who designed a course that I could mold around my consulting practice. Joe Gillice went so far as to adjust my schedule so that I could enjoy my two week family vacation in June without missing a beat. All in all, Dalton offered the advantages of an intimate course with the benefits of allowing me to work according to my own schedule and pace. I would not have passed the recent CFP exam without the insights and direction of such a course, and I would definitely recommend Dalton to anyone who wants to pass the CFP on the first try.

- Rudy Fernandez

Like Rudy, I too enrolled in the Dalton course in January 2007. I found Joe Gillice and his team to be outstanding teachers, very knowledgeable in their areas of expertise, and most importantly, able to convey their knowledge to the students! I found the class work challenging but stimulating. The on-line classes were convenient for me in that I could attend class anywhere I could access the internet.

The Dalton Review capped off this experience by preparing me for the CFP exam. The various review materials, on-line intensive review classes and the Exam Review Test Question on the CD truly prepared me to take the exam. The Dalton Review instructors provided us with valuable test-taking tips so that we could maximize our score and avoid wasting time on difficult questions. And because the review classes were on-line, I saved the cost of travel, meals, and lodging.

All in all, the Dalton Program is a great value and I recommend it without reservation! Thanks to this program, I passed the exam on my first try.

- Michael McAninch

I PASSED!!!!

Thanks Joe and pass my thanks along to everyone else at the school.

I think your preparation is SPOT ON to the CFP Board Exam…. There was very little that I had not seen.
 
THANKS ALL!!!

- Chris McFadden

Thanks.  Looking forward to the class.

I have enjoyed the classes through DePaul.  I have learned a lot and feel the courses are well organized with excellent instructors.  This is the first time I have taken classes online and have found it to be a great way to learn!

Thank you for all your work.

- Rev. Keith Anderson

I am very, very pleased with the Dalton review program.  I was lucky to hear about the company from Randy Martinez.  Your competitors can not compete and I feel that you should highlight the unique advantages of your program.  My classmates are very jealous that I have access to such a large on-line test bank of questions.  Additionally, they are very impressed that I have access to you and your staff to order to get clarification and information as I am studying.  I will complete the survey and provide additional feedback after the Thanksgiving holiday.
 
Thank you.

- Kathy Brommage

Hi Joe,
I am currently in the UCLA Extension CFP class.  The week prior to Christmas we had a substitute teacher by the name of David Durr.  I just wanted to let you know that he did an absolutely fantastic job. The lecture was very immersive and I really enjoyed his teaching style.  The best part was his extensive use of the whiteboard to teach
the important concepts, which provided a framework for future analysis.  He then used the slides to review what we had just learned.  He had a great sense of humor and used colorful examples to illustrate important points.

I just wanted to take a moment to give credit where credit is due. Please pass along my comments and thank him for a job well done.

- Brian P. Page