Complete the coursework required to sit for the CFP® exam in just 9 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 9 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.
Classes meet on Monday and Wednesday or Tuesday and Thursday evenings. 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 9-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.
PROFESSIONAL EDUCATION CHAT
Loras is pleased to offer an opportunity for prospective CFP Certification Education students to enjoy a casual, one-on-one Zoom conversation with the Program Director to learn more about the curriculum, outcomes, and much more. Get a true sense of what the program is like from an individual you will be working closely with.