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Student Testimonials

"I wanted to let you know that I passed the November 2007 CFP exam."

- Robert Annis

eReview Demo

Dalton Review Demo Learn about THE DALTON REVIEW®  certification program and how it can benefit you.

THE DALTON REVIEW® Course Schedule

In an effort to give you every opportunity to be successful, we are allowing students to attend any of the Review dates that they want.  In other words, regardless of whether you enrolled in the Two-Weekend or Four-Consecutive-Day eReview, you will have access to both schedules.  Feel free to attend the session you enrolled in or both sessions; the more times you’re exposed to the material, the better.  Notice that the Two-Weekend eReview is also offered on Pacific Time.

Want to have your Dalton Review schedule right at your fingertips without the need to print schedules and directions?

Well, now there's an app for that! Now you can download the free Dalton Review Schedule straight to your mobile phone using YappBox.

If you don't see a review class below for a city near you -let us know! 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 enter your information and we will get back to you. There are likely other candidates who want a review in your city also.

 

 

Q&A Sessions Online

     March 2016

     CFP Exam

     July 2016

       CFP Exam

  Instructor Office Hours (4:30 - 6:30PM ET)

 

 
     Recording: Kickoff Plan for Passing the Nov CFP Exam
     Joe Gillice
Nov 2  TBD
     Fund, Insurance, Investments Jim Coleman  Jan 8 & 29  May 6 & 20
     Tax, Retirement, Estate Kristi Tafalla Jan 15 & 22  April 29 & 13
     
 

Guarantee To Pass Review  (GTP) Schedule

     March 2016

     CFP Exam

     July 2016

     CFP Exam

 Customized Supplemental Lectures and Questions:*  Feb 1, 8, 15 & 22   June 7, 14, 21 & 28   
 GTP Review Weekends - 8am - 6pm ET
 (Fundamentals, Insurance, Investments) J.Coleman
   Feb 13 & 14               June 11 & 12  
 GTP Review Weekends  - 8am - 6pm ET
 (Tax, Retirement and Estate) K. Tafalla
 Feb 20 & 21   June 4 & 5
   * Recorded and released for playback by 5pm ET 
   
     

 eReview Schedule

     March 2016

     CFP Exam

     July 2016

     CFP Exam

 Two Weekend (8am - 6pm Eastern Time)
                            
  Weekend #1 (Fund, Ins, Inv) J. Coleman Feb 6 & 7      June 4 & 5  
  Weekend #2 (Tax, Ret, EP) M. O'Malley  Feb 20 & 21     June 18 & 19
     
 Two Weekend (8am - 6pm Pacific Time)
                                  
  Weekend #1 (Fund, Ins, Inv) J. Coleman      Feb 20 & 21           June 4 & 5         
  Weekend #2 (Tax, Ret, EP) R. Belyeu       Feb 27 & 28            June 18 & 19        
     
 Four Consecutive Day (8am - 6pm Eastern Time)
                            
   Wednesday & Thursday (Fund, Ins, Inv) J. Gillice  Feb 17 & 18     June 15 & 16        
   Friday & Saturday (Tax, Ret, EP) J. Gosch  Feb 19 & 20     June 17 & 18       
   
        
           

 Traditional Classroom Schedule

     March 2016

     CFP Exam

     July 2016

     CFP Exam

Atlanta (Location & Accommodation)
          Feb 17-20         June 8-11
  Wednesday and Thursday (Fund, Ins, Inv) D. Klein                     
  Friday and Saturday (Tax, Ret, EP) R. Martinez            
     
Boston (Location & Accommodation)
      Feb 3-6             June 1-4
  Wednesday and Thursday (Tax, Ret, EP)  J. Pallaria                        
  Friday and Saturday (Fund, Ins, Inv)  J. Pallaria            
     
Charlotte  (Location & Accommodation)

          Feb 17-20

        June 22-25
     Wednesday and Thursday (Tax, Ret, EP) K. Tafalla            
     Friday and Saturday  (Fund, Ins, Inv) D. Klein          
     
Chicago (Location & Accommodation)
      Feb 17-20          June 22-25
   Wednesday and Thursday (Fund, Ins, Inv)  R. Belyeu          

   Friday and Saturday (Tax, Ret, EP) R. Belyeu

         
     
Dallas (Location & Accomodation)
           Feb 24-27          June 8-11      
  Wednesday and Thursday  (Fund. Ins, Inv) K. Tafalla 
   
  Friday and Saturday  (Tax, Ret, EP) D. Durr
   

   
Houston (Location & Accommodation)
           Feb 17-20              June 15-18
    Wednesday and Thursday  (Tax, Ret, EP) J. Gosch
          
    Friday and Saturday  (Fund, Ins, Inv) S. Raskie            
     
NYC/Jersey City  (Location & Accommodation)
           Feb 10-13           June 22-25
     Wednesday and Thursday (Fund, Ins, Inv) D. Durr             
     Friday and Saturday  (Tax, Ret, EP)  K. Tafalla          
     
LA/Irvine (Location & Accommodation)
           Feb 3-6            June 15-18
     Wednesday and Thursday (Tax, Ret, EP) R. Martinez  
            
     Friday and Saturday (Fund, Ins, Inv) S. Raskie    
     
 San Francisco (Location & Accomodation)       
            Feb 1-4           June 15-18
     Monday and Tuesday (Tax, Ret, EP)  R. Martinez          
     Wednesday and Thursday (Fund, Ins, Inv) S. Raskie          
     
  Washington DC (Location & Accommodation)
           Feb 10-13           June 22-25
    Wednesday and Thursday(Tax, Ret, EP)  K. Tafalla                      
    Friday and Saturday (Fund, Ins, Inv) D. Durr           
          
     

Post Q&A sessions - Online

      March 2016

      CFP Exam

     July 2016

    CFP Exam

   Post Review Q&A
   
     Fund, Insurance, Investments (4:15 - 6:15PM ET)
     Jim Coleman
            March 11       July 15
     Tax, Retirement, Estate (6:30 - 8:30PM ET)
     Kristi Tafalla    
            March 11        July 15

 

Office Hours: This is an opportunity for students to ask questions about material or topics. Instructors will answer your questions or do mini-lectures.

Post Review Q&A: This is an opportunity to clear up any questions or topics just prior to the exam.

Remember, all classes are recorded and available for playback anytime!

THE DALTON REVIEW® fills up quickly, so register today!

Choose the Two Weekend or Four Consecutive Day Format.  Regardless of which format you enroll in, you are welcome to attend any or all days the review is offered.  So, if you enroll in the Two Weekend review, feel free to attend both the Two Weekend and Four Consecutive Day reviews.

Dalton Education reserves the right to change the instructor, location and dates of the above reviews.

 
© 2008 Dalton Education, LLC: All Rights Reserved Worldwide: Contact Us: (877) 426-2373: 5400 Laurel Springs Pkwy, Ste 202, Suwanee, GA 30024: Sitemap: privacy_policy : Atlanta Web Development :The CFP Board does not endorse, support, recommend or otherwise take any position with respect to the courses or materials of any review course provider for the CFP® Certification Examination.