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"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 2015

     CFP Exam

    


  Kick off Lecture for the Guarantee To Pass Review *      July 6
  Customized Supplemental Lectures and Questions:*       Sept 28, Oct 5, Oct 12 and Oct 19              
  Diagnostic Questions & Answers Analysis Lectures:*
     Oct 5, Oct 12, Oct 19 and Oct 26
 GTP Review Weekends (Fundamentals, Insurance, Investments) J.Coleman      -        
         Oct 10 & 11  
 GTP Review Weekends (Tax, Retirement and Estate) K. Tafalla      -          Oct 24 & 25
   * Recorded and released for playback by 5pm ET 
   
     

 eReview Schedule (8AM - 6PM ET & PT)

     Nov 2015

     CFP Exam

     March 2016

     CFP Exam

 Two Weekend (8am - 6pm Eastern Time)
                            
  Weekend #1 (Fund, Ins, Inv) D. Durr            Oct 3 & 4

         TBD     

  Weekend #2 (Tax, Ret, EP) R. Belyeu            Oct 31 & Nov 1          TBD      
     
 Two Weekend (8am - 6pm Pacific Time)
                                  
  Weekend #1 (Fund, Ins, Inv) J. Coleman            Oct 3 & 4                TBD         
  Weekend #2 (Tax, Ret, EP) J. Gosch            Oct 17 & 18               TBD        
     
 Four Consecutive Day (8am - 6pm Eastern Time)
                            
   Wednesday & Thursday (Fund, Ins, Inv) J. Gillice            Oct 14 & 15          TBD        
   Friday & Saturday (Tax, Ret, EP) M. O'Malley            Oct 16 & 17          TBD       
   
        
           

 Traditional Classroom Schedule

     Nov 2015

     CFP Exam

     March 2016

     CFP Exam

Atlanta (Schedule, Location & Accommodation)
          Oct 7-10         TBD
  Wednesday and Thursday (Fund, Ins, Inv) D. Klein                     
  Friday and Saturday (Tax, Ret, EP) R. Martinez            
     
Boston (Schedule , Location & Accommodation)
          Sept 30-Oct 3             TBD
  Wednesday and Thursday (Tax, Ret, EP)  J. Pallaria                        
  Friday and Saturday (Fund, Ins, Inv)  J. Pallaria            
     
Charlotte  (Schedule , Location & Accommodation)

          Oct 28-31

        TBD
     Wednesday and Thursday (Tax, Ret, EP) K. Tafalla            
     Friday and Saturday  (Fund, Ins, Inv) D. Klein          
     
Chicago (Schedule, Location & Accommodation)
          Sept 30-Oct 3          TBD
   Wednesday and Thursday (Fund, Ins, Inv)  R. Belyeu          

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

         
     
Dallas (Schedule & Location & Accomodation)
           Oct 21-24
         TBD
  Wednesday and Thursday  (Tax, Ret, EP) K. Tafalla  
   
  Friday and Saturday  (Fund, Ins, Inv) J. Coleman 
   

   
Houston (Schedule , Location & Accommodation)
           Oct 7-10              TBD
    Wednesday and Thursday  (Fund, Ins, Inv) D. Durr 
          
    Friday and Saturday  (Tax, Ret, EP) J. Gosch             
     
NYC/Jersey City  (Schedule, Location & Accommodation)
           Oct 14-17           TBD
     Wednesday and Thursday (Fund, Ins, Inv) D. Durr             
     Friday and Saturday  (Tax, Ret, EP)  K. Tafalla          
     
LA/Irvine (Schedule, Location & Accommodation)
           Oct 21-24            TBD
     Wednesday and Thursday (Tax, Ret, EP) R. Martinez  
            
     Friday and Saturday (Fund, Ins, Inv) S. Raskie    
     
 San Francisco (Schedule,  Location & Accommodation TBD)       
            Oct 21-24           TBD
     Wednesday and Thursday (Fund, Ins, Inv)  S. Raskie          
     Friday and Saturday (Tax, Ret, EP) R. Martinez          
     
  Washington DC (ScheduleLocation & Accommodation)
           Oct 14-17           TBD
   Wednesday and Thursday(Tax, Ret, EP)  K. Tafalla                      
    Friday and Saturday (Fund, Ins, Inv) D. Durr           
          
     

Q&A sessions - Online

      July 2015

      CFP Exam

     Instructor

  Instructor Office Hours (4:30 - 6:30PM ET)
   
     Recording of Kickoff Plan for Passing the Nov CFP Exam (4:00PM ET)
         July 6         Joe Gillice
     Fund, Insurance, Investments             Aug 28 & Sept 18       Jim Coleman
     Tax, Retirement, Estate          Sept 11 & 25        Kristi Tafalla
     
   Post Review Q&A
   
     Fund, Insurance, Investments (4:15 - 6:15PM ET)             Nov 13       Jim Coleman
     Tax, Retirement, Estate (6:30 - 8:30PM ET)                  Nov 13        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 respect to the courses or materials of any review course provider for the CFP® Certification Examination.