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.

    ...

    Classes

    Target Exam Date

    Orientation Sessions

    Tues/Thurs

    7:00-9:30 PM ET

    July 2025

    4.30.24 1:00 PM ET

    5.4.23 3:00 PM ET

    Download Detailed Cohort Schedule

    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, 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.

    Classes

    March 2025 CFP® Exam

    July 2025 CFP® Exam

    November 2025 CFP® Exam

    Option #1
    7:00pm - 10:15pm ET
    Fundamentals,
    Insurance, Investments, Tax, Retirement, Estate

    January 13, 15, 20, 22, 27, 29

    February 3, 5, 10, 12, 17

    April 7, 14, 21, 28, May 5, 12

    May 19, 21, 28, June 2, 9

    August 4, 11, 18, 20, 25, September 3

    September 8, 15, 22, 29, October 6

    Option #2
    6:00pm - 9:15pm ET
    Fundamentals,
    Insurance, Investments, Tax, Retirement, Estate

    January 14, 16, 21, 23, 28, 30

    February 4, 6, 11, 13, 18

    April 8, 15, 22, 29, May 6, 13

    May 20, 22, 29, June 3, 10

    August 5, 12, 19, 21, 26, September 4

    September 9, 16, 23, 30, October 7

    Request a Detailed Sample Schedule

    Traditional, In-Person Classroom

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

    ...

    Classes

    March 2025 CFP® Exam

    July 2025 CFP® Exam

    Fundamentals, Insurance, Investments, Tax, Retirement, Estate

    Location: Emory University, 2635 Century Pkwy NE, Atlanta, GA 30345

    Time: 8AM - 6PM Local Time

    February 5 - 8

    April 30 - May 3

    The Dalton Review® office hours schedule

    ...

    Classes

    March 2025 CFP® Exam

    July 2025 CFP® Exam

    November 2025 CFP® Exam

    Fundamentals, Insurance, Investments

    1/17/2025 (4:30 - 6:30 pm ET)

    4/25/2025 (4:30 - 6:30 pm ET)

    8/28/2025 (4:30 - 6:30 pm ET)

    Fundamentals, Insurance, Investments

    1/24/2025 (4:30 - 6:30 pm ET)

    5/2/2025 (4:30 - 6:30 pm ET)

    9/5/2025 (4:30 - 6:30 pm ET)

    Tax, Retirement, Estate

    1/31/2025 (4:30 - 6:30 pm ET)

    5/9/2025 (4:30 - 6:30 pm ET)

    9/12/2025 (4:30 - 6:30 pm ET)

    Tax, Retirement, Estate

    2/7/2025 (4:30 - 6:30 pm ET)

    5/16/2025 (4:30 - 6:30 pm ET)

    9/19/2025 (4:30 - 6:30 pm ET)


    Dalton runs private reviews for groups of 20 or more and will offer reviews in other cities with demand. If you are interested in either a private review or a review in a city not listed, please email us your information and we will get back to you.