Complete the coursework required to sit for the CFP® exam in just 10 months
Loras College, in collaboration with Dalton Education, is proud to offer Virtual Classroom courses that fulfill the certification education requirements necessary to be eligible to sit for the CFP® exam and attain your CFP® certification. Dalton was named the Best Overall CFP® Exam Prep Courses in the United States (Investiopedia, 2021).
VIRTUAL CLASSROOM FORMAT
In this instructor-led program, you receive live online instruction from CFP® practicing professionals and obtain specialized knowledge and skills in financial planning and management, while also having access to expert faculty. Don’t worry about missing a class because all live sessions are recorded and available for playback, downloadable and mobile-compatible. The entire Virtual Classroom program (all 6 courses) is designed to be completed in just 10 months; however, students will have access to the program for 12 months in case they need to extend their time. We are happy to share that 90% of all students who begin the Virtual Classroom program complete all the education courses.
Upon completion of this program, learners will have satisfied the CFP® Certification Examination educational requirements and gained knowledge of the CFP® Board of Standards mandated financial planning topics.
Upcoming sessions and class times are listed below:
WHY YOU SHOULD CONSIDER THE CFP CERTIFICATION EDUCATION
Your decision to become a Certified Financial Planner™ professional represents a major step in your career. Certified financial advisors with the CFP® designation have higher incomes, bring more value to their firms, and achieve higher client satisfaction ratings. In this 10-month Certification Education program, you’ll learn from nationally recognized experts in their fields. It offers a flexible, yet structured learning path, providing you with practical, applied knowledge that makes the difference.
Jump to: (0:00-1:53) Introduction | (1:53-2:53) What do you need in order to be a CFP and what is Dalton Education? | (2:53-6:00 & 11:12-13:45) Benefit of Loras over other programs | (6:00-9:15) How our program works | (9:15-11:12) Who should do the program? | (14:17-17:10) What is a Certified Financial Planner and what is the CFP exam like? | (17:10-19:45) Fiduciary standard/acting in the client’s best interest | (19:45-22:15) How do you know if you’re ready?/What’s the timeline? | (22:15-29:20) Brian Kallback’s best piece of advice/next steps.
LEARN MORE WITH A 'CFP CHAT'
Loras is pleased to offer an opportunity for prospective CFP Certification Education students to enjoy a casual, personalized Zoom conversation with the CFP Program Director and the Director of Admission for Graduate and Professional Education Programs to learn more about the curriculum, outcomes, enrollment process, and much more. Get a true sense of what the program is like from an individual you will be working closely with.