CFP Instructor Led

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.

Enroll Schedule an Info Session

Women with her back to us in virtual one on one training Session

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® Guarantee to Pass™

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.

Enroll

About the Course

Upcoming Cohorts

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

...

Classes	Target Exam Date	Orientation Session
Tues/Thurs 7:00 - 9:30 PM ET	March 2026	1.14.25 1:00 PM ET 1.16.25 3:00 PM ET

Classes

Target Exam Date

Orientation Session

Tues/Thurs

7:00 - 9:30 PM ET

March 2026

1.14.25 1:00 PM ET

1.16.25 3:00 PM ET

Download Detailed Cohort Schedule

Classes	Target Exam Date	Orientation Session
3-Day Live Sessions 10:00 AM - 5:30 PM ET	July 2026	September 30th 1 pm EST October 2nd 3 pm EST

Classes	Target Exam Date	Orientation Sessions
Tues/Thurs 7:00-9:30 PM ET	July 2026	05.06.25 1:00 PM ET 05.08.25 3:00 PM ET

Classes	Target Exam date	Orientation Sessions
Tues/Thurs 8:00- 10:30 PM ET	November 2026	07.08.25 1:00 PM ET 07.10.25 3:00 PM ET

Classes	Target Exam Date	Orientation Sessions
Tues/Thurs 7:00-9:30 PM ET	November 2026	09.02.25 1:00 PM ET 09.04.25 3:00 PM ET

Classes	Target Exam Date	Orientation Session
Tues/Thurs 8:00 - 10:30 PM ET	March 2027	10.28.25 1:00 PM ET 10.30.25 3:00 PM ET

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.

...

Class 1:
Fundamentals of Financial Planning and Insurance

Weeks 1–8

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.

Class 2:
Investment Planning

Weeks 9–15

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.

Class 3:
Income Tax Planning

Weeks 16-24

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.

Class 4:
Retirement Planning and Employee Benefits

Weeks 25-32

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.

Class 5:
Estate Planning

Weeks 33-40

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.

Capstone

45 Hours

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.

Request more information

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.

$195.00

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!

Browse Universities

FAQ's

Are there any prerequisites to enter a Dalton CFP® Certification Education program?

Which university partner should I choose?

What are the system requirements to use Dalton Education programs?

What is the schedule for the Instructor-Led Online program?

How long do I have access to the Instructor-Led Online program?

Is there support for questions about the materials?

What is the grading policy and how are students assessed?

What do I receive at the end of each course or program?

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

1-844-721-7503 Request More Information

CFP Education programs

CFP Education Programs

CFP Capstone Course

CFP Exam Preparation

Dalton Review Course

Other Programs

Specialist in Personal Financial Planning

CFP Continuing Education

Continuing Education Ethics Course

Certified Military Financial Advisor Program

Study Materials

Explore All Study Materials

Spotlight

2025 Quicksheets Set

Support

Help Center

Financial assistance

Learn

Course schedules

Additional Resources

Spotlight

CFP® Certification Education Courses - Which One is Right for You?

Instructor-Led Online

Instructor-Led Online

Guarantee your success withThe Dalton Review® Guarantee to Pass™

About the Course

What's Included

Instructor-Led OnlinewithThe Dalton Review® Guarantee to Pass™

Personalized Support

Study Materials

Guarantee To Pass™

Exam Prep

Supplemental Support

Instructor-Led Online

Personalized Support

Study Materials

What to Expect

Cohort Structure, Flexible Learning

10-12 month Education Program

2-3 month Dalton Review

Highly Qualified Faculty

Who This Course is For

Instructor-Led Online

Upcoming Cohorts

Curriculum

Class 1: Fundamentals of Financial Planning and Insurance

Increase your exam confidence

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

Your pick of elite universities

FAQ's

Talk to an advisor today.

What students are saying

Instructor-Led Online

Guarantee your success withThe Dalton Review® Guarantee to Pass™

About the Course

What's Included

Instructor-Led OnlinewithThe Dalton Review® Guarantee to Pass™

Personalized Support

Study Materials

Guarantee To Pass™

Exam Prep

Supplemental Support

Instructor-Led Online

Personalized Support

Study Materials

What to Expect

Cohort Structure, Flexible Learning

10-12 month Education Program

2-3 month Dalton Review

Highly Qualified Faculty

Who This Course is For

Instructor-Led Online

Upcoming Cohorts

Curriculum

Class 1: Fundamentals of Financial Planning and Insurance

FAQ's

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

Instructor-Led Onlinewith
The Dalton Review® Guarantee to Pass™

Class 1:
Fundamentals of Financial Planning and Insurance

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

Instructor-Led Onlinewith
The Dalton Review® Guarantee to Pass™

Class 1:
Fundamentals of Financial Planning and Insurance