"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
Starting November 18th, 2011, Challenge Candidates that did not previously sit for the CFP® Exam will be required to complete the Financial Plan Presentation course in order to sit for the March 2012 exam, or later. If a challenge candidate registers for the November 2011 CFP® exam as a “challenge candidate”, but does not pass the November exam, they will not be required to complete the Financial Plan Development and Presentation course to take the exam in March 2012 or later.The Plan Presentation course consists of both online, self-paced study combined with live online instruction. Students will learn how to prepare and present a financial plan using financial planning software and multiple approaches to identifying and planning for a client's goals and risks.
Challenge Candidates may select from four options:
This package includes Dalton Education's Plan Presentation Course and The Dalton Review® Guarantee To Pass™. This package is ideal for challenge candidates. Required materials for the Plan Presentation course are included.
This package includes Dalton Education's Plan Presentation Course and The Dalton Review®. This package is ideal for challenge candidates. Required materials for the Plan Presentation course are included.
Option #3: Plan Presentation Course ($825)
Blended coursework with self-paced and live-online instruction. Live-online classes are recorded and available for playback. Students can begin the course at any time. The Cases in Financial Planning textbook is included.
The Dalton Review® is the country's premier CFP® exam review course. The review is offered both live-online and in traditional classrooms across the country. Pre-study materials and the testbank are included in the review.
Policies Regarding Refunds, Rollovers and Free Retake Promise
Refunds: Dalton Education must be notified of potential shipping errors and refund requests within 5 business days of receiving materials. If the materials have been marked, damaged, opened (flashcard packs), or are otherwise unable to be resold, we will not be able to refund their cost. Students must return materials by a traceable shipping method. Original and return shipping costs will not be refunded.
Rollover/Postpone: Currently, there is no charge to rollover/postpone to a later review. However, this is subject to change at any time.
Free Retake Promise: If you fail the CFP® Certification Examination, you are eligible to take the Review again for no charge. To receive updated pre-study materials, a fee of $295 plus shipping is required
Updated Materials: To receive updated pre-study materials, a fee of $295 plus shipping is required.
If you have any questions, or if you would prefer to enroll by phone, please call us at 877-426-2373.