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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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Instructor-Led Online

Our most supportive program helps you stay on track to succeed with the structure of scheduled classes, delivered by top faculty in CFP® certification education.

EnrollPreview the Platform
CourseAboutUpcoming CohortsCurriculumFAQ
Talk to a CFP advisor

Live Classes

Instructor-led, live-online classes meeting two nights per week

Flexibility

Classes recorded for future viewing if you can’t make a night

Support

Access to Dalton Education faculty for additional explanations and guidance

Resources

Additional study materials including textbooks, test bank, calculator book, and more

CFP education program

Instructor-Led Online

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

Guarantee your success with
The Dalton Review® Guarantee to Pass™

CFP exam prep
money-back guarantee
The Dalton Review is a comprehensive review program developed by former CFP® Board of Examiners members, designed to prepare students to pass the CFP® exam.

  • 1:1 Coaching

  • Supplemental Study Materials

  • Readiness Exams

GUARANTEE TO PASS™
A 100% money-back guarantee that you’ll pass the CFP® exam if you successfully complete The Dalton Review.
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About the Course

What’s Included

Instructor-Led Online with

The Dalton Review® Guarantee to Pass™

PERSONALIZED SUPPORT

  • Instructor access by email

  • Student Success Coach

  • Live Instruction with On-Demand Access

STUDY MATERIALS

  • Textbooks (e-books)

  • Testbank Question Pool

  • Calculator Book

GUARANTEE TO PASS™

  • 100% money-back guarantee for students who successfully complete The Dalton Review.

EXAM PREP

  • Textbooks (e-books)

  • Live Exam Prep (Online or In-Person)

  • Review Readiness Quiz

  • Question Bank, Mini-Cases, and Comprehensive Cases

  • Mock Exams

  • Recorded Lectures

  • Exam Readiness Predictor

  • Live Office Hours

SUPPLEMENTAL SUPPORT

  • Digital Flashcards

  • Individual Coaching (Pre & Post Review)

  • Supplemental Lectures

  • Supplemental Q&A Sessions

  • Calculator Book

Instructor-Led Online

PERSONALIZED SUPPORT

  • Instructor access by email

  • Student Success Coach

  • Live Instruction with On-Demand Access

STUDY MATERIALS

  • Textbooks (e-books)

  • Testbank Question Pool

  • Calculator Book

What to Expect

This program is designed to give you the structure and support to get exam ready. Live instruction, recorded lectures, guided reading, a question bank, and more satisfy a variety of learning styles.

Cohort Structure, Flexible Learning

10-12 month Education Program

5 hours of class per week and 10-15 hours of self study

See Education Schedule

2-3 month Dalton Review

Blended learning with self-study and instructor-led classes

See Dalton Review Schedule

Highly Qualified Faculty

Our faculty are all highly qualified CFP’s with many having experience working for the CFP® board

Learn about Faculty

Who This Course is For

This program is perfect if you benefit from an interactive class setting and want the structure and accountability of learning alongside others from experienced instructors.

Curriculum

Our curriculum is structured on the 8 principal knowledge domains you’ll be tested on for the CFP® exam. Our faculty come from the CFP Board and provide you with the best content and education in the industry.

Weeks 1–8 – Class 1

Fundamentals of Financial Planning and Insurance

The program’s first course provides the foundation of knowledge students need as working financial services professionals. It covers the financial planning process, best practices in communication, time value of money concepts, as well as the legal, ethical, and regulatory issues affecting financial planners. The course continues with a discussion of the principles of risk management and insurance, allowing the student to identify a client’s risk exposure and select appropriate risk management techniques.
Weeks 9–15 – Class 2

Investment Planning

This course provides students with an introduction to investment planning and portfolio management. It covers the theoretical and statistical rationale building a diversified portfolio, the measurement and calculation of risk and return metrics, as well as the features of stock, bonds, cash-equivalents, and alternative investments such as real estate and derivatives. Additionally, the course covers the application of these concepts when working with clients, including best practices from studies of behavioral finance.
Weeks 16-24 - Class 3

Income Tax Planning

This course is designed to provide students with an introduction to individual income tax fundamentals and the calculation of income tax. Closely following the 1040 tax return, students will learn what’s included and excluded from gross income as well as all deductions before adjusted gross income such as IRA contributions, business expenses, and HSA contributions. In addition, the course covers the tax issues and strategies surrounding business entities, disposition of property, adjusting tax basis, AMT, passive activity rules, charitable contributions, and tax minimization.
Weeks 25-32 - Class 4

Retirement Planning and Employee Benefits

This course provides an overview of retirement planning and employee benefits, including public and private retirement plans. Students are introduced to the administration, taxation and distribution rules of retirement plans as well as the characteristics of various plans including qualified, non-qualified, and other tax advantaged plans. The course also details employee group and fringe benefits and the taxation of these benefit plans. And, students learn about the unique issues individuals face in retirement and how to determine which retirement plan to recommend to a client based on the client’s goals.
Weeks 33-40 - Class 5

Estate Planning

This course provides an overview of estate planning laws and strategies. Issues discussed include the various types of property interest and the probate process. In addition, students learn about gift tax and how to align a client’s gifting strategy with their goals. The course also covers the estate tax system including what’s included and excluded from the gross estate, various deductions to determine the taxable estate, and calculating the potential estate tax. In addition, students learn various strategies to minimize estate tax consequences through the use of power of appointment trusts, by-pass trusts, and QTIP trusts.
45 Hours

Capstone

In the final course of the program, students learn and apply various approaches to analyzing, developing, and presenting financial plan recommendations for clients. Course information is presented through a series of videos, including software tutorial, and live virtual classroom sessions with the course instructor. Students use software to help prepare financial statements, conduct ratio analysis, and identify financial strengths and weaknesses. Through the use of representative case studies, students apply the knowledge and strategies they learned in earlier courses. The capstone course culminates with students preparing and presenting a comprehensive financial plan.
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Increase your exam confidence

We offer a variety of supplemental resources to enhance your selected program and ensure success.

CFP® Exam Audio Review

Learn on the go with 20+ hours of the most important CFP® exam material, plus tips on how to approach the exam. Stream online or download for easy offline listening. The Audio Review is always up-to-date for the current CFP® exam cycle. To listen to a sample and purchase, just click on the Add to Cart button below. You’ll be taken to Awesound, a third party website that hosts the audio files for playback. You’ll also get instructions on how to add the files to your favorite podcast app for offline listening. For CFP® Exam Audio Review purchases made outside of Dalton Education’s regular business hours (8AM to 5PM ET), your order and audio access will be processed the following business day.

$205

Your Pick of Elite Universities

Boost your credibility with CFP® certification from a top school, powered by Dalton’s expert-designed programs. Pick any of our university partners – you’ll get the same best-in-class education. No university enrollment required!

Utah Valley University logoUC Berkeley Extension logoLouisiana State University logoUniversity of Richmond logoUniversity of Miami logoUniversity of Missouri logoUniversity of Arizona logoEmory University logoHoward University logoGeorge Mason University logoNorthwestern University logo
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FAQ’s

No, you can start the program without any experience or knowledge of financial planning. It’s our job to build you up as a financial advisor throughout the education process, so a fair number of our students are starting from square one.

We generally recommend that you choose a university partner based on regional appeal, but you can choose any of our university partners to select the one you feel would resonate most with the clients you plan to serve.

It is recommended that students have an operating system Windows 7 or higher or Mac OS 10.6 or higher. Students must be able to run, install, and configure programs and be able to store and retrieve documents and files on their computer. If you are unsure if you have appropriate permissions to save files to your computer, please contact your system administrator.

Online materials are accessible on portable devices if you choose the e-book option during purchase.

We have cohorts starting every two months (Jan, March, May, July, Sept, Nov). Classes usually meet two nights per week, for two hours each class. All live-online classes are recorded and available for playback. The entire program can be completed in less than 12 months.

View upcoming cohorts and download detailed class schedules.

All students who enroll in the Instructor-Led Online program will have access to their online classroom for 12 months beginning from the selected cohort start date.

Students are allowed one complimentary rollover to one of the two next upcoming start dates (cohorts) from the original enrollment cohort. Students requiring extensions beyond two cohorts of original enrollment will pay a $250 fee for each extension required. Students who do not complete coursework within 4 years must repurchase unfinished courses to regain access.

Students can submit questions here. Our faculty will answer questions within 2 business days.

Students are issued a pass/fail based upon a weighted average of exams given during each course. Generally, two online exams are given for each course: a midterm worth 40% of the final grade, and a final exam worth 60%. Students must achieve a total grade of 70% or higher to pass each course.

If students fail an exam, they will have an opportunity to take a makeup exam. The makeup exams are different versions testing the same content. We will always take the higher of the scores between the normal and makeup exams. If you are failing after taking all four exam attempts for a course, we have a course remediation process to help you bring your grade to passing.

After completing a course, students will automatically receive a letter of completion via email to be used for reimbursement purposes if applicable. After passing all courses, students will receive a certificate of completion from the university. Certificates are only available to students who take four or more courses.

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

1-844-721-7503Request More Information

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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2026

Upcoming Cohorts

Our Virtual Classroom Courses start every other month with classes occurring twice a week.

Download Detailed Cohort Schedule

Instructor-Led Online program

CFP® Certification Education

Target Exam Date

July 2027

Class Schedule

Tues/Thurs

8:00 - 10:30 PM ET

Orientation Sessions

3/10/26 at 1 pm ET

3/12/26 at 3 pm ET

Download Detailed Cohort Schedule

Instructor-Led Online program

CFP® Certification Education

Target Exam Date

July 2027

Class Schedule

Tues/Thurs

7:00-9:30 PM ET

Orientation Sessions

5/5/26 at 1 pm ET

5/7/26 at 3 pm ET

Download Detailed Cohort Schedule

Instructor-Led Online program

CFP® Certification Education

Target Exam Date

November 2027

Class Schedule

Tues/Thurs

8:00- 10:30 PM ET

Orientation Sessions

6/30/26 at 1 pm ET

7/2/26 at 3 pm ET

Download Detailed Cohort Schedule

Instructor-Led Online program

CFP® Certification Education

Target Exam Date

November 2027

Class Schedule

Tues/Thurs

7:00-9:30 PM ET

Orientation Sessions

9/1/26 at 1 pm ET

9/3/26 at 3 pm ET

Download Detailed Cohort Schedule

Instructor-Led Online program

CFP® Certification Education

Target Exam Date

March 2028

Class Schedule

Tues/Thurs

8:00 - 10:30 PM ET

Orientation Sessions

10/27/26 at 1 pm ET

10/29/26 at 3 pm ET

Applied Learning Library™ is now CFP CE and NASBA CE approved + 5 new courses just added.
Check it out
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