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Personal Financial Planning

A Certified Financial Planner Board of Standards Inc. Registered Program

  • CFP® Review
  • $100 Discount
    UCI Continuing Education PFP students are eligible to receive a $100 discount when enrolling in The Dalton Review. Contact FinancePrograms@ce.uci.edu to receive the discount code.

    Enroll Now

The Dalton Review® for the CFP® Exam

The Dalton Review is the exclusive review for our CFP® certification education programs.

Program Goals

In order to better prepare for the CFP® exam, we recommend attending The Dalton Review®, a comprehensive CFP exam review and preparation course.

The Dalton Review consists of three phases, all-inclusive in the enrollment fee:

  1. Pre-Study Program
  2. The Dalton Review Classes
  3. Post-Study Program Key points that add up to passing the CFP exam:
    • Thirty-six hours of classroom review instruction:
    • Live review classes are held on-campus at UC Irvine
    • Live online, instructor led reviews
    • Students may attend both the traditional classroom and Live Online reviews at no additional cost
    • Outstanding faculty
    • Pass rates are consistently 70-80% on the CFP exam
    • Exam Readiness Quiz provides a predicted probability of passing the CFP exam
    • Take the Dalton Review twice before taking the CFP exam at no additional cost
    • Free repeats if you are unsuccessful on the exam (approximate $350 charge may apply if updated course materials are required)

Enroll in The Dalton Review

All UCI Division of Continuing Education PFP students are eligible to receive a $100 discount when enrolling in The Dalton Review. Contact FinancePrograms@ce.uci.edu at UCI Division of Continuing Education in order to receive the discount code.

Career Insight

Occupational summary for personal financial advisors. Source: Economic Modeling Specialists Intl.

206,436
Annual Job Openings
(2019)
13.3%
Projected Growth
(2019-2029)
$88k
Median Salary
(Highly experienced workers can earn up to $226k)

Free Events

Is CFP(R) Certification Worth the Time and Money?

Wednesday, December 9, 2020
12:00PM - 12:45PM
ucidce.zoom.us

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