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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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Programs designed for success through expert faculty, success coaching, and industry-leading curriculum

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Talk to a CFP® advisor

99%

Pass Rate when students leverage the Dalton Review1

67%

National Average pass rate on the March 2026 CFP® exam2

50%+

Of today’s CFP® professionals have earned their marks with us3

Find the Program that Works for You

Whether you prefer structured learning led from an instructor or the flexibility to learn at your own pace, we’ve got the solution for you.

CFP Education Program

Instructor-Led Online

Our Instructor-Led Online program is perfect for interactive learners who will benefit from structured, scheduled courses led by dedicated top-notch faculty to get you exam-ready.

Live instruction, recorded lectures, guided reading, a question bank, and more satisfy a variety of learning styles.

The Dalton Review® Guarantee to Pass™

Supplement our Instructor-Led Online Education Program with our comprehensive CFP® exam review and all the resources to guarantee exam success — or receive your money back.

Convenient Online Schedules

Flexible education schedules with classes meeting 2 nights / week.

Study Resources

Additional study materials including textbooks, test bank, & calculator book.

Live + Recorded Classes

Instructor-led, live-online classes that are recorded for future viewing.

10-15 Month Duration

  • 10-12 Month Education Course
  • + 2-3 Month Dalton Review (optional)
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Instructor Guidance

You’ll benefit from the guidance & accountability from highly qualified CFP instructors who are dedicated to your success.

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Accelerated CFP Education Program

Instructor-Led Online FastPass

NEW! Our Instructor-Led Online FastPass offers the same comprehensive curriculum as our traditional program but in a condensed format. This intensive option allows professionals to fulfill their CFP coursework requirements in just 6 months.

The Dalton Review® Guarantee to Pass™

Supplement our Instructor-Led Online FastPass Education Program with our comprehensive CFP® exam review and all the resources to guarantee exam success — or receive your money back.

Immersive Format

Concentrated 3-day live sessions for focusing on highly tested concepts

Study Resources

Additional study materials including textbooks, test bank, & calculator book.

Live + Recorded Classes

Instructor-led, live-online classes that are recorded for future viewing.

8-9 Month Duration

  • 6 Month Education Course
  • + 2-3 Month Dalton Review (optional)
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Instructor Guidance

You’ll benefit from the guidance & accountability from highly qualified CFP instructors who are dedicated to your success.

EnrollLearn more
Professional Man

CFP Education Program

Self Study

Self Study provides motivated, experienced financial professionals and driven students with the flexibility and comprehensive resources to learn at their own pace through text-based learning. This course is ideal if you have the drive to study independently on your own schedule and prefer to learn primarily from reading text-based materials.

The Dalton Review®

Combine the flexibility of self-paced education with the certainty of our top-rated CFP® exam review program. After completing the education portion at your own pace, you’ll start the 36-hour live exam review in your choice of online and/or in-person classroom.

Self-Guided

10-20 hours per week of course work with self-led time commitment

Text-based

Complete and up-to-date content — choose print or ebook

Student Success Coach

Dedicated advisor that checks your progress and helps you stay on track

6-15 Month Duration

  • 6-12 Month Education Course
  • +2-3 Month Dalton Review (optional)
EnrollLearn more

Compare Learning Pathways

CFP® certification education designed for today’s busy professionals. You have the option to choose from several learning paths that best suits your lifestyle and learning needs. And when your circumstances change, we’ll work with you to create a plan so you never miss a beat in your studies.

Highest Pass Rates

Instructor-Led Online

Benefit from structured, scheduled courses led by top-notch faculty dedicated to your success.

Our Winning Combination

 The Dalton Review®
Guarantee to Pass™

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Instructor-Led Online FastPass

Balance flexibility and structure with an accelerated hybrid program.

 The Dalton Review®
Guarantee to Pass™

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Self Study

Learn at your own pace through text-based learning and comprehensive resources.

 The Dalton Review®

Learn MoreEnroll

#1 in CFP® certification

With pass rates that exceed the national average, Dalton’s CFP® certification programs ensure that success is achievable for everyone.

Qualified Instructors

Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.

Highest Quality Content

Our comprehensive curriculum is carefully designed with input from top CFP® professionals and is used in 200 university classrooms.

High Pass Rates

Our comprehensive curriculum is carefully designed with input from top CFP® professionals and is used in 200 university classrooms.

Top University Partners

We partner with 17 elite universities to give you more choices.

Flexible Study Options

Choose the best program for you, with self-paced, instructor-led, online, and in-person options.

Personalized Support

Get the help you need every step of the way from our expert instructors and program advisors.

Our leaders, instructors, and team

At Dalton, we’ve brought together a team of highly effective, respected, and skilled professionals to develop and deliver our content and instruction.

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Talk to an advisor today.

Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We’ve got you covered.

Office hours: M-F, 8am-5pm EST

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What students are saying

"I recommend Dalton's CFP study program to anyone who is planning to sit for the test. It is thorough, well guided, and offers many resources for individual support. I can honestly say that I went into the exam KNOWING that I was going to pass."
Amanda B.
"It came down to the enrollment advisor's responsiveness in addressing my questions/concerns as primary and then the ability to be flexible with online courses and working through the coursework. Absolutely would recommend Dalton! After having taken the exam (and passed!) last week, I appreciate Dalton's questions even more as they were more realistic to what I saw on the exam. Thank you! Keep up the good work!"
Morgan B.
"Combined with hard work and dedication, Dalton Education made sure I had what was needed in order to succeed. Without their experience, diligence, and structure, I would have spent more time worrying about what to study and when rather than putting in the hours needed to pass. Dalton knows how to get it done the first time around!"
Monica Y.
"I have thoroughly enjoyed the Dalton Education CFP study program. I completed the 10 week review for the exam, including a 4 day live review. I successfully passed the CFP exam and I owe my success to Dalton and their incredible team of instructors. The Dalton materials, coursework, virtual classroom and schedule are not only intuitive and user friendly for a working mother, but they are top notch. I felt prepared for the exam, and after passing the exam I realized how Dalton had not only prepared me for everything but they over prepared me. I have a deep understanding for financial planning, and I look forward to taking my career to the next level. Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors!"
Lindsay W.
"Dalton provided me the materials, resources, and structure that I needed to complete my certification. From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work. It helped me plan study time accordingly and gave me a practical benchmark for preparation time. That said, each professor teaching the material stood out to me whether it was because of their experience with the CFP exam, pedigree, and/or knowledge and presentation of the material."
Forrest P.
"What I love about the CFP course through Dalton is the flexibility. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests – not for me. Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others."
Jayln P.
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Applied Learning Library™ is now CFP CE and NASBA CE approved + 5 new courses just added.
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