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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

     July 2014

     CFP Exam

    


  Kick off Lecture for the Guarantee To Pass Review *            April 25
  Customized Supplemental Lectures:*             June 2, June 9, June 16, June 23              
  Diagnostic Questions:*            June 3, June 10, June 17, June 24                
  Diagnostic Questions & Answers Analysis Lectures:*
           June 10, June 17, June 24, July 1

  GTP Review Weekends (Fundamentals, Insurance and Investments)

          June 7 & 8
  GTP Review Weekends (Tax, Retirement and Estate)            June 28 & 29
  * Recorded and released for playback by 5pm ET 
        
           

 eReview Schedule (8AM - 6PM ET & PT)

     July 2014

     CFP Exam

     Nov 2014

     CFP Exam

 Two Weekend (8am - 6pm Eastern Time)
                            
  Weekend #1 (Fund, Ins, Inv) J. Coleman            June 14-15

         Oct 11-12     

  Weekend #2 (Tax, Ret, EP) M. O'Malley            June 21-22          Oct 18-19      
     
 Two Weekend (8am - 6pm Pacific Time)
                                  
  Weekend #1 (Fund, Ins, Inv) D. Durr            June 7-8                Oct 25-26         
  Weekend #2 (Tax, Ret, EP) R. Belyeu            June 21-22               Oct 4-5        
     
 Four Consecutive Day (8am - 6pm Eastern Time)
                            
   Wednesday & Thursday (Fund, Ins, Inv) J. Coleman            June 25-26          Oct 8-9        
   Friday & Saturday (Tax, Ret, EP) R. Belyeu            June 27-28          Oct 10-11       
   
        
           

 Traditional Classroom Schedule

     July 2014

     CFP Exam

     Nov 2014

     CFP Exam

Atlanta (Schedule, Location & Accomodation)
          June 11-14           Oct 8-11
  Wednesday and Thursday (Fund, Ins, Inv) J. Gillice                     
  Friday and Saturday (Tax, Ret, EP) R. Martinez            
     
Boston (Schedule , Location & Accomodation )
     June 18-21               Oct 8-11
  Wednesday and Thursday (Fund, Ins, Inv) J. Pallaria                        
  Friday and Saturday(Tax, Ret, EP)  J. Pallaria            
     
Charlotte  (Wait List & Information)
                     Oct 22-25 or
         Oct 29-Nov 1
     Wednesday and Thursday (Fund, Ins, Inv)             
     Friday and Saturday  (Tax, Ret, EP)           
     
Chicago (Schedule, Location & Accomodation )
          June 4-7           Oct 1-4
   Wednesday and Thursday (Fund, Ins, Inv)  S. Raskie          

   Friday and Saturday (Tax, Ret, EP) K. Tafalla

         

   
Dallas  (Wait List & Information)
                     Oct 22-25 or
         Oct 29-Nov 1
     Wednesday and Thursday (Fund, Ins, Inv)             
     Friday and Saturday  (Tax, Ret, EP)           
     
Houston (Schedule , Location & Accomodation)
      June 25-28              Oct 22-25
    Wednesday and Thursday  (Tax, Ret, EP) R. Belyeu 
          
    Friday and Saturday  (Fund, Ins, Inv) S. Raskie             
     
Jersey City/NYC  (Schedule, Location & Accomodation TBD)
          June 18-21           Oct 15-18
     Wednesday and Thursday (Fund, Ins, Inv) J. Coleman             
     Friday and Saturday  (Tax, Ret, EP)  K. Tafalla          
     
Kansas City  (Wait List & Information)
                     Oct 22-25 or
         Oct 29-Nov 1
     Wednesday and Thursday (Fund, Ins, Inv)             
     Friday and Saturday  (Tax, Ret, EP)           
     
LA (Schedule, Location & Accomodation)
           June 25-28             Oct 22-25
     Wednesday and Thursday (Tax, Ret, EP) R. Martinez  
            
     Friday and Saturday (Fund, Ins, Inv) D. Durr    
     
Orlando  (Wait List & Information)
                     Oct 22-25 or
         Oct 29-Nov 1
     Wednesday and Thursday (Fund, Ins, Inv)             
     Friday and Saturday  (Tax, Ret, EP)           
     
  San Francisco (ScheduleLocation & Accomodation)       
           June 25-28           Oct 22-25
     Wednesday and Thursday (Fund, Ins, Inv) D. Durr          
     Friday and Saturday (Tax, Ret, EP) R. Martinez          
     
   Washington DC (ScheduleLocation & Accomodation)
           June 18-21              Oct 15-18
   Wednesday and Thursday(Tax, Ret, EP)  K. Tafalla                      
    Friday and Saturday (Fund, Ins, Inv) J. Coleman           
          
     

Q&A sessions - Online

      July 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)
           April 25         Joe Gillice
     Fund, Insurance, Investments          May 2 & 16       Jim Coleman
     Tax, Retirement, Estate           May 9 & 30        Kristi Tafalla
     
   Post Review Q&A
   
     Fund, Insurance, Investments (4:15 - 6:15PM ET)             July 11       Jim Coleman
     Tax, Retirement, Estate (6:30 - 8:30PM ET)                  July 11        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.

 
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