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Student Testimonials

"I just wanted to say that both Jim and Kristi were excellent instructors and the classes and materials have been well worth the investment of time and money. thanks!"

- Terry Backmann

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

     July 2016

     CFP Exam

     Nov 2016

       CFP Exam

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

 

 
     Recording: Kickoff Plan for Passing the Nov CFP Exam
     Joe Gillice
Feb 29  TBD
     Tax, Retirement, Estate Kristi Tafalla  April 29 & May 13*  Sept 16 & 30
     Fund, Insurance, Investments Jim Coleman May 6 & 20  Sept 9 & 23
                                                     * May 13 time TBD                           
   
 

Guarantee To Pass Review  (GTP) Schedule

     July 2016

     CFP Exam

     Nov 2016

     CFP Exam

 Customized Supplemental Lectures and Questions:*  June 6, 13, 20 & 27   Oct 3, 10, 17 & 24   
 GTP Review Weekends  - 8am - 6pm ET
 (Tax, Retirement and Estate) K. Tafalla/J. Gosch 
   June 4 & 5               Oct 22 & 23  
 GTP Review Weekends - 8am - 6pm ET
 (Fundamentals, Insurance, Investments) J.Coleman
 June 11 & 12   Oct 8 & 9
   * Recorded and released for playback by 5pm ET 
   
     

 eReview Schedule

     July 2016

     CFP Exam

     Nov 2016

     CFP Exam

 Two Weekend (8am - 6pm Eastern Time)
                            
  Weekend #1 (Fund, Ins, Inv) J. Coleman Jun 4 & 5      Oct 15 & 16  
  Weekend #2 (Tax, Ret, EP) M. O'Malley  June 18 & 19     Oct 22 & 23
     
 Two Weekend (8am - 6pm Pacific Time)
                                  
  Weekend #1 (Fund, Ins, Inv) D. Durr      June 4 & 5           Oct 1 & 2         
  Weekend #2 (Tax, Ret, EP) R. Belyeu       June 18 & 19       Oct 15 & 16        
     
 Four Consecutive Day (8am - 6pm Eastern Time)
                            
   Wednesday & Thursday (Fund, Ins, Inv) J. Gillice  June 15 & 16     Oct 19 & 20       
   Friday & Saturday (Tax, Ret, EP) J. Gosch  June 17 & 18     Oct 21 & 22       
   
        
           

 Traditional Classroom Schedule
 8:00am - 6:00pm EST

     July 2016

     CFP Exam

     Nov 2016

     CFP Exam

Atlanta (Location & Accommodation)
          June 8-11         Oct 5-8
  Wednesday and Thursday (Fund, Ins, Inv) D. Klein                     
  Friday and Saturday (Tax, Ret, EP) R. Martinez            
     
Boston (Location & Accommodation)
      June 1-4             Sep 29-Oct 1
  Wednesday and Thursday (Tax, Ret, EP)  J. Pallaria                        
  Friday and Saturday (Fund, Ins, Inv)  J. Pallaria            
     
Charlotte  (Location & Accommodation)

          June 1-4

        Oct 26-29
     Wednesday and Thursday (Tax, Ret, EP) K. Tafalla            
     Friday and Saturday  (Fund, Ins, Inv) D. Klein          
     
Chicago (Location & Accommodation)
      June 22-25          Sept 28-Oct 1
   Wednesday and Thursday (Fund, Ins, Inv)  R. Belyeu          

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

         
     
Dallas (Location & Accommodation)
           June 8-11          Oct 26-29      
  Wednesday and Thursday (Tax, Ret, EP)   J. Gosch 
   
  Friday and Saturday  (Fund. Ins, Inv) S. Raskie
   

   
Houston (Location & Accommodation)
           June 15-18              Oct 12-15
    Wednesday and Thursday  (Tax, Ret, EP) J. Gosch
          
    Friday and Saturday  (Fund, Ins, Inv) S. Raskie            
     
NYC/Jersey City  (Location & Accommodation)
           June 22-25           Oct 12-15
     Wednesday and Thursday (Fund, Ins, Inv) D. Durr             
     Friday and Saturday  (Tax, Ret, EP)  R. Martinez          
     
S. California/Irvine (Location & Accommodation)
           June 15-18            Oct 19-22
     Wednesday and Thursday (Tax, Ret, EP) K. Tafalla  
            
     Friday and Saturday (Fund, Ins, Inv) J. Coleman    
     
 N. California/San Francisco (Location & Accommodation)       
            June 15-18           Oct 19-22
     Wednesday and Thursday (Fund, Ins, Inv) J. Coleman          
     Friday and Saturday (Tax, Ret, EP)  K. Tafalla
         
     
  Washington DC (Location & Accommodation)
           June 22-25           Oct 12-15
    Wednesday and Thursday(Tax, Ret, EP)  R. Martinez                      
    Friday and Saturday (Fund, Ins, Inv) D. Durr           
          
     

Post Q&A Sessions - Online

      July 2016

      CFP Exam

     Nov 2016

    CFP Exam

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

 

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. Please be advised: the instructors listed on the Schedule page are for the upcoming review sessions and not both sessions listed.

 
© 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.