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Student Testimonials

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

- Robert Annis

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Student Feedback

Greetings,

If you have taken a CFP review course, please provide feedback on your experience.  Any feedback you can provide regarding the quality of materials, instruction, convenience and student support will be valuable for anyone considering taking the CFP(r) Certification Examination and attending a review course for the exam.  Thank you for taking the time to leave your comments.

Regards,

Joseph M. Gillice, CPA, CFP®

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» 8 Comments
00000001"Which way: Zahn vs Dalton"
at Friday, 23 January 2009 05:00by Andy Wallace
I have a very bright friend who used Zahn, so I almost went that way. But, Dalton's capacity to deliver courses via the web alongside a students opportunity to attend multiple reviews seemed the better value. Furthermore, Dalton keeps you in the program until you pass, whereas Zahn would charge if you came back for additional reviews. The quality of the materials & the instructor lead reviews surpassed my expectations. I passed the exam on my first try, my friend passed it on his 2nd try!
00000002"Passed July \\\'09 CFP Exam"
at Friday, 11 September 2009 05:00by William Duncan
I'm happy to report that I passed the CFP exam on my first attempt. I largely credit the Dalton Review because of their excellently organized review materials, videos, the review sessions and of course the instructors. Many thanks!
00000003"July '09 Passed"
at Tuesday, 29 September 2009 13:21by Lou DeFidelto
I passed in July '09 (1st Attempt). The Dalton Review materials were outstanding. The online instruction/classroom was pivitol to my success, it is a must. I spoke with Joe Gillice personally on three ocassions before I even became a client. We all look for great customer/client relations and the Dalton Review provides this from the top down. I thank the team at Dalton for such an effective program.
00000004"Failed"
at Friday, 15 January 2010 05:00by carp;
I failed using Dalton...the slides were very tedious to stare at while listening to someone talk.
00000005"November 2009 Exam"
at Tuesday, 19 January 2010 05:00by pwindhamcpa@charter.net
I just wanted to say thanks to you and your team! I passed the November 2009 exam on my first attempt. Your instructors were excellent.
00000006"feedback"
at Sunday, 24 January 2010 05:00by ddrosner@rwbaird.com
I would like to thank you people for your professional conduct and excellent review materials. I took the CFP course through another provider and even with 17 years of industry experience found their materials confusing and full of errors. Luckily, I enrolled in the Dalton Review prior to sitting for the exam. I passed and credit my success with the great instructors, good quality review masterials and exceptional on line review materials. You really know your stuff. THANKS!
00000007"Passed Nov Exam"
at Tuesday, 26 January 2010 05:00by Kerri Zaferatos
I attended the Atlanta review in Oct and just learned that I passed the Nov exam (my 1st attempt). The Dalton Review was very helpful. I followed their plan: review the pre study material, attend a review, work through the question bank - and found it to be successful for me. The question bank, especially, helped prepare me for the exam.
00000008"I passed the '09 Nov Exam"
at Thursday, 04 February 2010 00:42by Phil Kuhlmann
Several of the partners at my firm as well as many successful financial advisors recommended the Dalton Review. I firmly believe that I passed because of 3 reasons: 1) Kristi Tafalla's pdfs with great mnemonic memory techniques for tax and retirement, 2) the TestBank (absolute GOLD, spent several nites at Starbucks taking quiz after quiz on problem areas, and 3) my very loving and supportive wife Louise. With the CFP under my belt, I consider myself an asset in any economy. Thanks for everythin
 
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