FAQ

What are the requirements to enroll in a CFP® education program?

Students who want to enroll in any CFP® exam education course offered by Dalton Education must have earned or be enrolled in a bachelor’s degree program from a regionally accredited college or university.

What are the requirements to sit for the CFP® exam?

Students must complete a college-level program of study in personal financial planning, or an accepted equivalent, including completion of a financial plan development (capstone) course registered with CFP Board.

Candidates must have completed 6,000 hours of experience through the Standard Pathway or 4,000 hours of experience through the Apprenticeship pathway to prove their ability to provide financial planning without supervision.

Please visit the CFP Board’s website for a detailed description of the requirements to sit for the CFP® exam.

What are the requirements to receive your CFP® mark?
  1. Complete college or university-level coursework through a program registered with CFP Board, addressing the major personal financial planning areas identified by CFP Board’s most recent Job Analysis Study; and
  2. Verify that you hold a regionally accredited college or university bachelor’s degree or higher (accreditation must be recognized by U.S. Department of Education at the time the degree is awarded).
  3. Candidates must have completed 6,000 hours of experience through the Standard Pathway or 4,000 hours of experience through the Apprenticeship pathway to prove their ability to provide financial planning without supervision.

Please visit the CFP Board’s website for detailed information on certification requirements.

Is the CFP® exam fee going to be reimbursed if I fail the exam?

No. Students are responsible for applying and paying for the exam on their own. Dalton Education will not reimburse or pay this fee.

If I am on a payment plan, what are the policies if I miss a payment?

Payment plan students sign a promissory note that details payment due dates. Students have a grace period of 10 days to resolve any outstanding payments beyond the due date. Delinquencies beyond 10 days void the guarantee.

Can I take the exam readiness quiz more than once in the same exam cycle?

No, students have one opportunity to take the quiz and must score 70% or above to recieve their money-back option. The exam readiness quiz is given to all Dalton Review® students two weeks prior to the actual CFP® exam.

If I take the exam readiness quiz, score 70% or higher and then for some reason defer taking the CFP® exam, do I need to take the exam readiness quiz again?

Yes, you would need to take the exam readiness quiz a second time and obtain a qualifying score of 70% or greater to recieve the money-back option.

What are the computer system requirements?

It is recommended that students have an operating system Windows 7 or higher or Mac OS 10.6 or higher. Students must be able to run, install, and configure programs and be able to store and retrieve documents and files on their computer. The latest version of Adobe Flash Player is also recommended for viewing the live classes. If you are unsure if you have appropriate permissions to save files to your computer, please contact your system administrator.

What are the terms and conditions of this program?
  • Students must provide proof of CFP® exam failure (the CFP® exam diagnostic sheet and pass/fail letter from the CFP Board) within 30 days of the exam results release date.
  • Students must inform Dalton Education in writing within 30 days of the exam results release date whether or not they wish to continue with The Dalton Review® or if they are requesting their money back.
  • Students that choose to continue with The Dalton Review® continue to receive access to The Dalton Review® classes and study materials.
  • Students that choose to request a refund will lose all privileges to the Guarantee to Pass package, including access to all education and review courses and materials.
  • For the Guarantee to Pass package, all education courses must be completed through the live, online format.
What is the rollover policy?

In a continued effort to demonstrate our commitment to students' success, we will be implementing new policies to our virtual CFP education program. The following policies will go into effect January 1, 2018.

Failure to meet the terms and conditions of the signed Guarantee to Pass contract on file, which includes the date by which the CFP examination must be taken, will void the Guarantee to Pass Agreement between the student and Dalton Education.

For example, if you enrolled with the January 2018 cohort, the Guarantee to Pass contract states that you need to take the CFP examination by March 2019, which is two exam cycles upon completion of the education program. If you rolled over to the March or May 2018 cohorts this still allows you to sit for that exam. If you rolled to the September or November 2018 cohorts this would not allow you to sit for that exam thus voiding the money back guarantee. 

  • Students are allowed one complimentary rollover at no charge to one of the two next upcoming start dates (cohorts) from the original enrollment cohort.
  • Students requiring extensions beyond two cohorts of original enrollment will pay a $250 fee for each extension required.
  • Students needing reinstatement after an extended break from the program will pay a $250 reinstatement fee.
  • Students need to complete their enrolled education program within four years of enrollment. If students do not complete within the four years, they may re-enroll at the full program price.

For example, if you enrolled in the January 2018 cohort, you may roll over to the March 2018 or May 2018 cohort at no cost. If you choose to roll to the July 2018 cohort, you would pay a $250 extension fee.