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Student Testimonials

"I feel that I was well prepared for the exam based on the classes, study guides, on-line test database and flash cards from your program. Thanks so much! "

- Michelle Benedict-Jones

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.

 

 

Guarantee To Pass Review  (GTP) Schedule

     Nov 2014

     CFP Exam

    


  Kick off Lecture for the Guarantee To Pass Review *            Aug. 22
  Customized Supplemental Lectures:*             Oct 6, Oct 13, Oct 20, Oct 27              
  Diagnostic Questions:*            Oct 7, Oct 14, Oct 21, Oct 28                
  Diagnostic Questions & Answers Analysis Lectures:*
           Oct 14, Oct 21, Oct 28

  GTP Review Weekends (Fundamentals, Insurance and Investments)

          Oct 4 & 5
  GTP Review Weekends (Tax, Retirement and Estate)           Oct 25 & 26
  * Recorded and released for playback by 5pm ET 
        
           

 eReview Schedule (8AM - 6PM ET & PT)

     Nov 2014

     CFP Exam

     March 2015

     CFP Exam

 Two Weekend (8am - 6pm Eastern Time)
                            
  Weekend #1 (Fund, Ins, Inv) J. Coleman            Oct 11 & 12

         Feb 14 & 15     

  Weekend #2 (Tax, Ret, EP) M. O'Malley            Oct 18 & 19          Feb 28 & March 1      
     
 Two Weekend (8am - 6pm Pacific Time)
                                  
  Weekend #1 (Fund, Ins, Inv) R. Belyeu            Oct 25 & 26                Feb 7 & 8         
  Weekend #2 (Tax, Ret, EP) J. Gosch/K. Tafalla            Oct 4 & 5               Feb 14 & 15        
     
 Four Consecutive Day (8am - 6pm Eastern Time)
                            
   Wednesday & Thursday (Fund, Ins, Inv) J. Coleman/S. Raskie
           Oct 8 & 9          Feb 18 & 19        
   Friday & Saturday (Tax, Ret, EP) J. Gosch/K. Tafalla            Oct 10 & 11          Feb 20 & 21       
   
        
           

 Traditional Classroom Schedule

     Nov 2014

     CFP Exam

     March 2015

     CFP Exam

Atlanta (Schedule, Location & Accomodation)
          Oct 8-11           Feb 11-14
  Wednesday and Thursday (Fund, Ins, Inv) J. Gillice                     
  Friday and Saturday (Tax, Ret, EP) R. Martinez            
     
Boston (Schedule , Location & Accomodation )
          Oct 8-11               Feb 4-7
  Wednesday and Thursday (Fund, Ins, Inv) J. Pallaria                        
  Friday and Saturday(Tax, Ret, EP)  J. Pallaria            
     
Charlotte  (Schedule , Location & Accomodation)

       Oct 29-Nov 1

          TBD
     Wednesday and Thursday (Tax, Ret, EP) K. Tafalla            
     Friday and Saturday  (Fund, Ins, Inv) D. Durr          
     
Chicago (Schedule, Location & Accomodation )
          Oct 1-4           Feb 4-7
   Wednesday and Thursday (Fund, Ins, Inv)  R. Belyeu          

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

         

   
Dallas  (Schedule , Location TBD)
          Oct 22-25                   TBD
     Wednesday and Thursday (Tax, Ret, EP)  K. Tafalla            
     Friday and Saturday  (Fund, Ins, Inv)  D. Klein          
     
Houston (Schedule , Location & Accomodation)
           Oct 22-25              Feb 11-14
    Wednesday and Thursday  (Tax, Ret, EP) J. Gosch 
          
    Friday and Saturday  (Fund, Ins, Inv) S. Raskie             
     
NYC  (Schedule, TBD)
             Oct 15-18           Feb 18-21
     Wednesday and Thursday (Fund, Ins, Inv) D. Durr             
     Friday and Saturday  (Tax, Ret, EP)  K. Tafalla          
     
LA (Schedule, Location & Accomodation)
           Oct 22-25             Feb 25-28
     Wednesday and Thursday (Tax, Ret, EP) R. Martinez  
            
     Friday and Saturday (Fund, Ins, Inv) J. Coleman    
     
Orlando  (Schedule , Location TBD)
          Oct 29-Nov 1           TBD
     Wednesday and Thursday (Fund, Ins, Inv)  R. Belyeu            
     Friday and Saturday  (Tax, Ret, EP) R. Belyeu          
     
  San Francisco (ScheduleLocation & Accomodation)       
           Oct 22-25           Feb 25-28
     Wednesday and Thursday (Fund, Ins, Inv) J. Coleman          
     Friday and Saturday (Tax, Ret, EP) R. Martinez          
     
   Washington DC (ScheduleLocation & Accomodation)
           Oct 15-18              Feb 18-21
   Wednesday and Thursday(Tax, Ret, EP)  K. Tafalla                      
    Friday and Saturday (Fund, Ins, Inv) D. Durr           
          
     

Q&A sessions - Online

      Nov 2014

      CFP Exam

     Instructor

  Instructor Office Hours (4:30 - 6:30PM ET)
   
     Recording of Kickoff Plan for Passing the July CFP Exam (4:00PM ET)
           Aug 22         Joe Gillice
     Fund, Insurance, Investments          Sept 5 & 19       Jim Coleman
     Tax, Retirement, Estate           Sept 12 & 26        Kristi Tafalla
     
   Post Review Q&A
   
     Fund, Insurance, Investments (4:15 - 6:15PM ET)             Nov 14       Jim Coleman
     Tax, Retirement, Estate (6:30 - 8:30PM ET)                  Nov 14        Kristi Tafalla

 

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 expect to the courses or materials of any review course provider for the CFP® Certification Examination.