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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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5 New Ways The Dalton Review® Will Help You Pass the CFP® Exam

The Dalton Education Team|Aug 19, 2025

You’ve made one of the most important decisions of your professional life: pursuing the CFP® certification. This credential will deepen your expertise, elevate your career, and empower you to make a profound difference in your clients’ lives. But first you have to pass the CFP® exam. 

Between your full-time job and life responsibilities, you’ve carved out precious time to prepare for exam day. With one of the finance industry’s most challenging exams ahead of you, every study hour counts. The question that keeps you up at night: “Am I making the most of my study time?” 

At Dalton Education, we’ve spent years perfecting the answer to that question. And we’re proud to say we’ve helped thousands of professionals not just pass the exam, but pass with confidence.  

But we’re never satisfied with “good enough.” That’s why we’re excited to introduce five major enhancements to The Dalton Review® that make our proven program even more effective, organized, and supportive of your journey to CFP® certification. 

 

What’s new in The Dalton Review®: 5 key updates 

#1: Study strategies module for exam success 

Passing the CFP® exam isn’t just about knowledge. It’s also about approaching the exam with the right mindset and strategies. That’s why we’ve added a study strategies module to ensure you’re not just studying hard, but studying smart. 

This new section includes: 

  • “Setting the Stage for Success”: Five comprehensive lessons covering time management, study environment setup, and exam preparation mindset 
  • Scratch paper strategies: Learn how to use scratch paper effectively and dissect questions for maximum efficiency 
  • Support system preparation: Get guidance on preparing family and friends for your intensive study period 

Our instructors and success coaches have seen that students who put these critical strategies into place are more likely to pass the CFP® exam. Now, they’re built right into your learning path. 

#2: Resources to chart a clear study course

When you’re preparing for an exam this comprehensive, one of the biggest challenges is knowing where to start and how to organize your studies. Should you watch videos first or dive into the readings? Which practice questions align with what you just learned? How long will tonight’s lesson actually take? Our streamlined learning journey eliminates this uncertainty. 

What’s new: 

  • Detailed Study Guide: Our enhanced schedule shows you exactly which resources to use and when 
  • Complete lesson overviews: See exactly what to study, which practice questions to complete, and video lengths before you begin 
  • Coordinated resources: All materials organized by lesson numbers — quickly find videos, readings, and practice questions 
  • Smart navigation: Click through your online classroom to go exactly where you need to be next, with options for customization 

No guesswork needed — just a clear path forward. When you sit down for a study session, you’ll know exactly what to tackle and how long it will take, helping you maximize every minute you invest. 

#3: Tips and alerts that will help you prioritize

Not all CFP® exam topics are created equal. With eight domains to study and limited time, strategic focus is essential. Every major topic area includes new content to help you prioritize your study time. 

New features include: 

  • Welcome pages for each domain: An introduction explaining why it’s important and what percentage of the exam is represents. 
  • Hot Topic Alerts: Stay current with the latest exam trends and frequently tested concepts 
  • Exam weight transparency: Know exactly how much of your exam each topic represents to prioritize your study time effectively 

This transparency empowers you to make strategic decisions about your study time, focusing your energy where it will have the greatest impact on exam day. 

#4: Extra support for confidence building

The CFP® exam journey can feel overwhelming at times. That’s why we’ve built in content and live sessions to nurture your confidence and keep you motivated throughout your preparation. 

Confidence-building features: 

  • Topic-specific confidence tracking: Rate your comfort level with each topic for easier review of material you need more time with 
  • “Feeling Behind?” support: Each topic includes encouragement and strategies for when you need them most 
  • 5 live student support sessions: Learn from our own CFP® professionals and Student Success Coaches how to start strong, reengage after a previous attempt or gap, stay motivated with final study strategies, and prepare for the exam day environment 

These aren’t just feel-good additions — they’re based on the knowledge that students who stay positive and get the support they need throughout their studies perform better on exam day. 

#5: Integrated questions for purposeful practice 

With over 3,000 practice questions in The Dalton Review® question bank, you’ll have plenty of opportunities to apply your knowledge to real-world financial planning scenarios — like the ones you’ll face on the CFP® exam. We’ve enhanced how our practice questions are integrated so they’re even more effective at preparing you for exam day. 

Practice question updates: 

  • Clear alignment: Practice quizzes indicate which reading lesson and topic they cover 
  • Item set clarity: Short Scenario Item Sets and Case Studies are labeled and explained according to CFP Board terminology 
  • Strategic placement: Questions are positioned at optimal points in your learning journey for maximum retention 

This systematic approach to practice means you’re not just answering questions — you’re building the critical thinking skills and exam-day confidence you need to succeed. 

What this means for you 

Every enhancement has been carefully designed to boost your study experience and give you a competitive advantage on exam day: 

More efficient study time: With clear overviews and coordinated resources, you’ll spend more time learning and less time planning. Every study session starts with purpose and direction.  

Reduced stress: Clear pathways, progress tracking, and built-in support reduce the uncertainty that creates exam anxiety. You’ll always know where you are and where you’re going. 

Higher Confidence: From day one through exam day, you’ll have the guidance, structure, and strategies proven to build confidence that translates to exam success.  

These benefits compound when combined with Dalton’s existing advantages: from our expert instructors and content designers to our flexible policies that support you until you pass — no matter what life throws your way.  

Your success starts here 

The CFP® exam is challenging, with an average national pass rate of around 65%. But with the right preparation, support, and tools, it’s absolutely achievable. These recent enhancements to The Dalton Review® represent our ongoing commitment to your success, building on our foundation as the top-rated CFP® exam review program in the industry. 

You’ve already taken the hardest step: committing to earning your CFP® certification. Now let us help you make the most of every hour you invest in that goal.  

Ready to learn more about The Dalton Review®?  

Visit Dalton-Education.com/cfp-review to explore program options. 

The Dalton Education Team

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