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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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Upcoming course schedules

Dalton Education offers a variety of classroom options for any learning style. Traditional, virtual or a combination of both, you’ll get the same quality education from whatever option you choose.

CFP® Certification Education Courses

Need to complete CFP® certification education? Fulfill the coursework requirement with our CFP Board Registered Program.

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

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 FastPass

CFP® Certification Education

Target Exam Date

March 2027

Class Schedule

3-Day Live Sessions per Course

10:00 AM - 5:30 PM ET (See detailed cohort schedule for dates.)

Orientation Sessions

June 5th 1 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 FastPass

CFP® Certification Education

Target Exam Date

July 2027

Class Schedule

3-Day Live Sessions per Course

10:00 AM - 5:30 PM ET (See detailed cohort schedule for dates.)

Orientation Sessions

October 2nd 1 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

CFP® Exam Review Programs

Need to get ready for the CFP® exam? The Dalton Review® ensures you’re ready to pass the CFP® exam — the first time.

Virtual

In-Person

Office hours

Virtual, Instructor-Led Online Schedule

Prep for the CFP® exam from the comfort of your home with several schedule options.

When you choose the Weeknight schedule, you follow a detailed 15-week schedule with a day-to-day study plan. There are a total of 11 sessions.

Request a Detailed Sample Schedule

Instructor-Led Online program

Option #1

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

July 2026

Start Date

April 13, 2026

End Date

June 15, 2026

Class Schedule

7:00 pm - 10:15 pm ET

  • April — 13, 20, 27
  • May — 4, 11, 18, 20, 27
  • June — 1, 8, 15

CFP® Exam

November 2026

Start Date

August 03, 2026

End Date

October 05, 2026

Class Schedule

7:00 pm - 10:15 pm ET

  • August — 3, 10, 17, 19, 24, 31
  • September — 9, 14, 21, 28
  • October — 5

Instructor-Led Online program

Option #2

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

July 2026

Start Date

April 14, 2026

End Date

June 16, 2026

Class Schedule

6:00 pm - 9:15 pm ET

  • April — 14, 21, 28
  • May — 5, 12, 19, 21, 28
  • June — 2, 9, 16

CFP® Exam

November 2026

Start Date

August 04, 2026

End Date

October 06, 2026

Class Schedule

6:00 pm - 9:15 pm ET

  • August — 4, 11, 18, 20, 25
  • September — 1, 10, 15, 22, 29
  • October — 6

This schedule provides less structure than the Weeknight schedule, allowing more flexibility in the self-study portion of your study plan. Classes are held over four consecutive Saturdays.

Instructor-Led Online program

Weekend

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

CFP® Exam

July 2026

Start Date

May 30, 2026

End Date

June 20, 2026

Class Schedule

Four Saturdays

9:00 am - 7:00 pm ET

  • May 30 & June 06
  • June 13 & June 20

CFP® Exam

November 2026

Start Date

September 19, 2026

End Date

October 10, 2026

Class Schedule

Four Saturdays

9:00 am - 7:00 pm ET

  • September 19 & September 26
  • October 3 & October 10

This schedule provides less structure than the Weeknight schedule, allowing more flexibility in the self-study portion of your study plan. Classes are held over four consecutive days.

Instructor-Led Online program

4-Day

CFP® Exam

July 2026

Start Date

June 03, 2026

End Date

June 06, 2026

Class Schedule

9:00 am - 7:00 pm ET

June 03-06

CFP® Exam

November 2026

Start Date

September 23, 2026

End Date

September 26, 2026

Class Schedule

9:00 am - 7:00 pm ET

September 23-26

Traditional, In-Person Classroom

Benefit from an in-person learning experience with a 4-day CFP® exam prep class.

Atlanta, GA

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

Emory University

2635 Century Pkwy NE

Atlanta, GA 30345

CFP® Exam

July 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

June 3 - 6

CFP® Exam

November 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

October 7 - 10

Chicago, IL

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

Northwestern University

Wieboldt Hall, 339 E Chicago Ave

Chicago, IL 60611

CFP® Exam

July 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

June 10 - 13

CFP® Exam

November 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

October 7 - 10

New York, NY

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

CFP® Exam

July 2026

July 2026

St Joseph’s University

Student Lounge - Touhy Hall

245 Clinton Ave

Brooklyn, NY 11205

CFP® Exam

November 2026

November 2026

AMA Executive Conference Center

1601 Broadway

Room 606,

New York, NY 10019, USA

CFP® Exam

July 2026

Class Schedule

8 AM - 6 PM Local Time

June 24 - 27

CFP® Exam

November 2026

Class Schedule

8 AM - 6 PM Local Time

October 14 - 17

Irving, TX

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

Texas Tech University Conference Center

4201 State HWY 161, Suite 250

Irving, TX 75038

CFP® Exam

July 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

May 27 - 30

CFP® Exam

November 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

October 14 - 17

Washington D.C.

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

AMA Executive Conference Center

2345 Crystal Drive

Room 203-204

Arlington, VA 22202

CFP® Exam

July 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

June 10 - 13

CFP® Exam

November 2026

Class Schedule

Time: 8 AM - 6 PM Local Time

September 30-October 3

Irvine, CA

4-Day

Fundamentals, Insurance, Investments, Tax, Retirement, Estate

Location

CFP® Exam

July 2026

July 2026

Hyatt House
Anaheim Resort

1800 S Harbor Blvd,

Anaheim, CA 92802

CFP® Exam

November 2026

November 2026

UC Irvine

510 E Peltason Dr.

Irvine, CA 92697

CFP® Exam

July 2026

Class Schedule

8 AM - 6 PM Local Time

May 27 - 30

CFP® Exam

November 2026

Class Schedule

8 AM - 6 PM Local Time

September 30 - October 3

The Dalton Review® office hours and student support sessions schedule

Fundamentals, Insurance, Investments

CFP® Exam

July 2026

Class Schedule

5/1/2026 (4:30 - 6:30 pm ET)

CFP® Exam

November 2026

Class Schedule

8/28/2026 (4:30 - 6:30 pm ET)

Fundamentals, Insurance, Investments

CFP® Exam

July 2026

Class Schedule

5/8/2026 (4:30 - 6:30 pm ET)

CFP® Exam

November 2026

Class Schedule

9/4/2026 (4:30 - 6:30 pm ET)

Tax, Retirement, Estate

CFP® Exam

July 2026

Class Schedule

5/15/2026 (4:30 - 6:30 pm ET)

CFP® Exam

November 2026

Class Schedule

9/11/2026 (4:30 - 6:30 pm ET)

Tax, Retirement, Estate

CFP® Exam

July 2026

Class Schedule

5/21/2026 (4:30 - 6:30 pm ET)

CFP® Exam

November 2026

Class Schedule

9/18/2026 (4:30 - 6:30 pm ET)

Fundamentals, Insurance, Investments

CFP® Exam

July 2026

Class Schedule

7/10/2026 (4:15 - 6:15 pm ET)

CFP® Exam

November 2026

Class Schedule

10/23/2026 (4:15 - 6:15 pm ET)

Tax, Retirement, Estate

CFP® Exam

July 2026

Class Schedule

7/10/2026 (6:30 - 8:30 pm ET)

CFP® Exam

November 2026

Class Schedule

10/23/2026 (6:30 - 8:30 pm ET)

Fundamentals, Insurance, Investments

CFP® Exam

July 2026

Class Schedule

7/10/2026 (4:15 - 6:15 pm ET)

Tax, Retirement, Estate

CFP® Exam

July 2026

Class Schedule

7/10/2026 (6:30 - 8:30 pm ET)

Session 1

Launch with Confidence

CFP® Exam

November 2026

Class Schedule

7/29/2026 (1:00 - 2:00 pm ET)

Session 2

Navigate the Middle

CFP® Exam

November 2026

Class Schedule

9/2/2026 (1:00 - 2:00 pm ET)

Session 3

Execute with Excellence

CFP® Exam

November 2026

Class Schedule

10/14/2026 (1:00 - 2:00 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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