{"id":6209,"date":"2025-09-30T19:33:26","date_gmt":"2025-10-01T00:33:26","guid":{"rendered":"https:\/\/www.charlotteobserver.com\/careers-education\/?p=6209"},"modified":"2026-06-16T18:47:58","modified_gmt":"2026-06-16T23:47:58","slug":"dalton-vs-kaplan-cfp-prep","status":"publish","type":"post","link":"https:\/\/www.charlotteobserver.com\/careers-education\/dalton-vs-kaplan-cfp-prep\/","title":{"rendered":"Dalton vs Kaplan CFP\u00ae Prep: Which Course Is for You?"},"content":{"rendered":" <p class=\"wp-block-paragraph\">Ready to put your plan into motion and work toward earning a CFP\u00ae certification?<\/p> <p class=\"wp-block-paragraph\">In July 2024, the CFP\u00ae exam had 2,999 candidates with an overall pass rate of <a href=\"https:\/\/www.cfp.net\/-\/media\/files\/cfp-board\/cfp-certification\/exam\/historical-stats-july-2024.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>65 percent<\/strong><\/a><strong>,<\/strong> according to the CFP Board. It&#8217;s one of the toughest steps in financial planning, and preparation is everything. With 92,000+ professionals already certified and thousands more testing each year, the competition is real.<\/p> <p class=\"wp-block-paragraph\">That\u2019s why your <a href=\"https:\/\/www.charlotteobserver.com\/careers-education\/best-cfp-exam-prep-courses\/\">CFP\u00ae prep course<\/a> needs to deliver more than just the basics.<\/p> <p class=\"wp-block-paragraph\">I tested both Dalton and Kaplan\u2019s CFP\u00ae programs. Some features impressed me, others felt like filler. On paper, they look alike, but once you dive in, the differences are clear.<\/p> <p class=\"wp-block-paragraph\">In this breakdown, I\u2019ll compare Dalton and Kaplan across classes, practice exams, guarantees, and support so you can decide which course fits your style best.<\/p> <h2 class=\"wp-block-heading custom_key\" id=\"h-picking-the-right-cfp-exam-prep-course-kaplan-or-dalton\"><strong>Picking the Right CFP\u00ae Exam Prep Course: Kaplan or Dalton?<\/strong><\/h2> <ul class=\"wp-block-list custom_underline\"> <li><strong>Pick Kaplan if<\/strong> you want flexible study formats and modern tools, with live online classes, On-Demand videos, and self-paced programs.<\/li> <li><strong>Pick Kaplan if<\/strong> you value stackable credits toward a Master\u2019s, adding long-term career benefits through the College for Financial Planning\u00ae.<\/li> <li><strong>Pick Kaplan if<\/strong> you want smart, customizable practice tools, though Dalton edges ahead in total question volume.<\/li> <li><strong>Pick Dalton if<\/strong> a strong pass guarantee gives you peace of mind, with the Dalton Review Guarantee to Pass offering a full refund or retake.<\/li> <li><strong>Pick Dalton if<\/strong> you prefer structured deadlines and instructor accountability, with weekly live sessions and coaching.<\/li> <li><strong><a href=\"https:\/\/www.charlotteobserver.com\/careers-education\/recommends\/kaplan\/kaplan-cfp\/\">Pick Kaplan<\/a> if<\/strong> you want affordable and modern CFP\u00ae prep materials with solid guarantees.<\/li> <\/ul> <h2 class=\"wp-block-heading\" id=\"h-overview-dalton-vs-kaplan-cfp\"><strong>Overview: Dalton vs. Kaplan CFP\u00ae<\/strong><\/h2> <p class=\"wp-block-paragraph\">When it comes to CFP\u00ae prep, is flexibility or structure the better bet? Dalton and Kaplan both prepare you for the CFP\u00ae exam, but the experience feels very different. One is more modern and flexible, the other is more structured and traditional. Each has strengths that stand out, but that\u2019s only the surface. <\/p> <p class=\"wp-block-paragraph\">Let\u2019s break down how Kaplan and Dalton compare where it matters most.<\/p> <h2 class=\"wp-block-heading has-text-align-center\" id=\"h-dalton-cfp-structured-and-traditional\"><strong>Dalton CFP\u00ae: Structured and Traditional<\/strong><\/h2> <figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"801\" height=\"421\" src=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/dalton-logo.png\" alt=\"Dalton\" class=\"wp-image-5783\" style=\"width:300px\" srcset=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/dalton-logo.png 801w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/dalton-logo-300x158.png 300w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/dalton-logo-768x404.png 768w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/dalton-logo-150x79.png 150w\" sizes=\"auto, (max-width: 801px) 100vw, 801px\" \/><\/figure> <p class=\"wp-block-paragraph\"><a href=\"https:\/\/dalton-education.com\/cfp-education\">Dalton<\/a> has prepared more than half of today\u2019s CFP\u00ae professionals for certification, and it definitely feels like a boot camp. The structure is front and center, weekly live classes, a set pace, and instructor-led review sessions mean you can\u2019t coast. For some learners, that accountability is a big win.<\/p> <p class=\"wp-block-paragraph\">The Dalton Review Guarantee to Pass\u2122 is their signature feature. It goes beyond practice questions with mini-cases, mock exams, live office hours, and even one-on-one coaching. That extra layer of support shows why Dalton has such a strong reputation with CFP\u00ae candidates. I liked that the review materials felt exam-focused instead of just broad financial theory.<\/p> <p class=\"wp-block-paragraph\">That said, the setup isn\u2019t perfect. The platform feels dated compared to Kaplan, and the text-heavy coursework can drag if you\u2019re used to modern dashboards or interactive tools. Dalton works best if you thrive on deadlines and live instruction, less so if you need flexibility or prefer a polished online experience.<\/p> <figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"399\" src=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Dalton-CFP-feature-img.png\" alt=\"Dalton curriculum\" class=\"wp-image-6214\" srcset=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Dalton-CFP-feature-img.png 1024w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Dalton-CFP-feature-img-300x117.png 300w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Dalton-CFP-feature-img-768x299.png 768w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Dalton-CFP-feature-img-150x58.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure> <h3 class=\"wp-block-heading\" id=\"h-dalton-cfp-package-options\"><strong>Dalton CFP\u00ae: Package Options<\/strong><\/h3> <ul class=\"wp-block-list\"> <li><strong>Instructor-Led Online<\/strong>: Live classes twice a week, followed by review + Dalton Review\u00ae Guarantee to Pass\u2122<br>\u27a1\ufe0f Best for students who want structure and direct instructor guidance.<\/li> <li><strong>FastPass<\/strong>: Accelerated 6-month program with condensed live sessions + Dalton Review CFP\u00ae Guarantee to Pass\u2122<br>\u27a1\ufe0f Best for professionals who want a faster path without losing support.<\/li> <li><strong>Self-Study<\/strong>: Text-based learning with support from a Student Success Coach (Does not include the Guarantee to Pass.)<br>\u27a1\ufe0f Best for motivated learners who prefer working at their own pace.<\/li> <\/ul> <h3 class=\"wp-block-heading\" id=\"h-best-features\"><strong>Best Features<\/strong><\/h3> <ul class=\"wp-block-list\"> <li>Thousands of practice questions in the Dalton QBank<\/li> <li>Comprehensive mock exams <\/li> <li>Exam readiness quiz to identify strengths and weaknesses<\/li> <li>Instructor-led classes with scheduled pacing and deadlines<\/li> <li>Weekly office hours for live Q&amp;A with instructors<\/li> <li>Personalized coaching through Student Success Coaches<\/li> <li>Structured study plan to keep you accountable<\/li> <\/ul> <h3 class=\"wp-block-heading\" id=\"h-pros\"><strong>Pros<\/strong><\/h3> <ul style=\"padding-left: 1.6em;text-align: left;--ub-list-item-icon-top: 3px;--ub-list-item-icon-size: 1.4em;);--ub-list-item-fa-li-top: 3px;--ub-list-item-spacing: 0px;column-count: 1;--ub-list-mobile-column-count: 1\" class=\"wp-block-ub-styled-list ub_styled_list\" id=\"ub_styled_list-84fef341-8bcb-417f-a55e-51b36c90fd63\"> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%2300d084&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-01f6e9b4-f908-4dce-b8e9-60d621b8ebf4\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#00d084\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Strong Live Instruction: Classes felt more like advanced financial planning workshops than lectures.<\/span> <\/div> <\/li> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%2300d084&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-b6628c6b-f200-438b-94af-5f1bf2025907\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#00d084\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Pass Guarantee: Unlike many CFP\u00ae prep courses, Dalton refunds your tuition or gives a free retake if you don\u2019t pass.<\/span> <\/div> <\/li> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%2300d084&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-70e2c2f0-3e6b-42dc-b2e8-989c4331bfda\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#00d084\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Weekly Office Hours: I liked being able to drop in for live support when I hit tough topics like estate planning.<\/span> <\/div> <\/li> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%2300d084&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-3009b704-a97a-4170-b74a-d987e9172460\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#00d084\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Respected Reputation: Their comprehensive curriculum is used in 200+ universities and has long been trusted in the industry.<\/span> <\/div> <\/li> <\/ul> <h3 class=\"wp-block-heading\" id=\"h-cons\"><strong>Cons<\/strong><\/h3> <ul style=\"padding-left: 1.6em;text-align: left;--ub-list-item-icon-top: 3px;--ub-list-item-icon-size: 1.4em;);--ub-list-item-fa-li-top: 3px;--ub-list-item-spacing: 0px;column-count: 1;--ub-list-mobile-column-count: 1\" class=\"wp-block-ub-styled-list ub_styled_list\" id=\"ub_styled_list-110066f2-8be3-4482-9e3d-a54b6ed889d2\"> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%23cf2e2e&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM175 175c9.4-9.4 24.6-9.4 33.9 0l47 47 47-47c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9l-47 47 47 47c9.4 9.4 9.4 24.6 0 33.9s-24.6 9.4-33.9 0l-47-47-47 47c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l47-47-47-47c-9.4-9.4-9.4-24.6 0-33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-2c2b6af5-7a50-41f8-b6bc-cd6e7c14cdff\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#cf2e2e\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM175 175c9.4-9.4 24.6-9.4 33.9 0l47 47 47-47c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9l-47 47 47 47c9.4 9.4 9.4 24.6 0 33.9s-24.6 9.4-33.9 0l-47-47-47 47c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l47-47-47-47c-9.4-9.4-9.4-24.6 0-33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Traditional Platform: The online system works, but it doesn\u2019t feel as modern as Kaplan\u2019s CFP\u00ae courses.<\/span> <\/div> <\/li> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%23cf2e2e&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM175 175c9.4-9.4 24.6-9.4 33.9 0l47 47 47-47c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9l-47 47 47 47c9.4 9.4 9.4 24.6 0 33.9s-24.6 9.4-33.9 0l-47-47-47 47c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l47-47-47-47c-9.4-9.4-9.4-24.6 0-33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-031078f6-0779-46fd-89be-8e537cbb5c2b\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#cf2e2e\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM175 175c9.4-9.4 24.6-9.4 33.9 0l47 47 47-47c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9l-47 47 47 47c9.4 9.4 9.4 24.6 0 33.9s-24.6 9.4-33.9 0l-47-47-47 47c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l47-47-47-47c-9.4-9.4-9.4-24.6 0-33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Heavy Workload: Expect long hours each week. Dalton\u2019s structure is serious and demanding.<\/span> <\/div> <\/li> <\/ul> <figure class=\"wp-block-pullquote has-small-font-size\"><blockquote><p>\ud83d\udcac <em>Student Review: \u201cI liked the exam readiness quiz (66%) and used it as tool as to where to focus, but I think the practice exam should have followed the same logic and been used as a predictor&#8230; I did not like the Dalton study plan as it required an absurd amount of reading (which I don\u2019t enjoy), so I made my own plan using the past recorded lectures.\u201d<\/em><\/p><cite><a href=\"https:\/\/www.reddit.com\/r\/CFPExam\/comments\/1m2e5sj\/dalton_program_review\/?utm_source=share&amp;utm_medium=web3x&amp;utm_name=web3xcss&amp;utm_term=1&amp;utm_content=share_button\"><strong><em>Ultra_Lord1250<\/em><\/strong><\/a><strong><em>.<\/em><\/strong><\/cite><\/blockquote><\/figure> <div class=\"ub_review_block wp-block-ub-review\" id=\"ub_review_e20375bc-80fe-457d-b7db-82896e35be6b\"><p class=\"ub_review_item_name\" style=\"font-size: 28px; text-align: left; \">Dalton CFP\u00ae<\/p><p class=\"ub_review_author_name\" style=\"text-align: left; \"><\/p><div class=\"ub_review_entry\"><span>Dashboard<\/span><div class=\"ub_review_stars\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-0-0\"><rect height=\"150\" width=\"150\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star0\" mask=\"url(#ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-0-0)\" fill=\"#f7b708\" strokewidth=\"2.5\" 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strokewidth=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path> <\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-1-1\"><rect height=\"150\" width=\"150\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star1\" mask=\"url(#ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-1-1)\" fill=\"#f7b708\" strokewidth=\"2.5\" 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stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star0\" mask=\"url(#ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-average-0)\" fill=\"#f7b708\" strokewidth=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path> <\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-average-1\"><rect height=\"150\" width=\"150\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star1\" 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mask=\"url(#ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-average-2)\" fill=\"#f7b708\" strokewidth=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path> <\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-average-3\"><rect height=\"150\" width=\"150\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star3\" mask=\"url(#ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-average-3)\" fill=\"#f7b708\" strokewidth=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path> <\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-average-4\"><rect height=\"150\" width=\"0\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star4\" mask=\"url(#ub_review_star_filter-e20375bc-80fe-457d-b7db-82896e35be6b-average-4)\" fill=\"#f7b708\" strokewidth=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path> <\/svg><\/div><\/div><\/div><div class=\"ub_review_cta_panel\"><\/div><\/div><\/div> <hr class=\"wp-block-separator has-alpha-channel-opacity\"\/> <h2 class=\"wp-block-heading has-text-align-center\" id=\"h-kaplan-cfp-flexible-and-polished\"><strong>Kaplan CFP\u00ae: Flexible and Polished<\/strong><\/h2> <figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"346\" src=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/Kaplan-logo-1024x346.png\" alt=\"Kaplan\" class=\"wp-image-3681\" style=\"width:300px\" srcset=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/Kaplan-logo-1024x346.png 1024w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/Kaplan-logo-300x101.png 300w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/Kaplan-logo-768x259.png 768w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/Kaplan-logo-150x51.png 150w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/Kaplan-logo.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure> <p class=\"wp-block-paragraph\">Kaplan\u2019s College for Financial Planning has helped more than <a href=\"https:\/\/www.kaplanfinancial.com\/cfp\/review?&amp;msclkid=264e280d97a91e54a1fe40c2c663a1f7&amp;gclid=264e280d97a91e54a1fe40c2c663a1f7&amp;gclsrc=3p.ds&amp;gad_source=7&amp;gad_campaignid=17940498126\"><strong>74,000<\/strong><\/a><strong> <\/strong>professionals prepare for the CFP\u00ae exam, and there\u2019s a reason so many students stick with Kaplan. When I <a href=\"https:\/\/www.charlotteobserver.com\/careers-education\/kaplan-cfp-exam-prep-review\/\">tested the Kaplan CFP\u00ae courses<\/a>, the platform felt smooth and professional. The dashboard was clean, the OnDemand videos ran without hiccups, and the progress tracking kept me on pace during long study weeks.<\/p> <p class=\"wp-block-paragraph\">What stood out most were the tools that actually made studying less stressful. The QBank let me build custom quizzes around weak topics instead of wasting time on what I already knew. The readiness predictor gave me a real sense of how close I was to being exam-day ready, which felt more useful than a generic score report. And the mock exams and case studies felt like real CFP\u00ae scenarios, not just filler questions. Add in podcasts and flashcards for review on the go, and Kaplan\u2019s system felt like it thought of everything.<\/p> <p class=\"wp-block-paragraph\">Another standout was Kaplan\u2019s flexibility with options for self-paced, on-demand, or live online classes, or add on CFP\u00ae review. It\u2019s one of the best CFP\u00ae prep courses I reviewed.<\/p> <h3 class=\"wp-block-heading\" id=\"h-kaplan-cfp-package-options\"><strong>Kaplan CFP\u00ae: Package Options<\/strong><\/h3> <ul class=\"wp-block-list\"> <li><strong>Premium Review Package:<\/strong> Live online courses with Premium Review included<br>\u27a1\ufe0f Best for students who want a guided path through all seven courses.<\/li> <li><strong>EssentialPlus Package:<\/strong> On-Demand video classes with flexible pacing (review optional)<br>\u27a1\ufe0f Best for independent learners who like video structure without fixed schedules.<\/li> <li><strong>Essential Package:<\/strong> Fully self-paced, text-based program (review optional)<br>\u27a1\ufe0f Best for motivated students who prefer reading and working at their own pace.<\/li> <\/ul> <figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"900\" src=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Kaplan-CFP-info.png\" alt=\"Kaplan CFP video\" class=\"wp-image-6215\" srcset=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Kaplan-CFP-info.png 1024w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Kaplan-CFP-info-300x264.png 300w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Kaplan-CFP-info-768x675.png 768w, https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Kaplan-CFP-info-150x132.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure> <h3 class=\"wp-block-heading\" id=\"h-best-features-nbsp\"><strong>Best Features <\/strong><\/h3> <ul class=\"wp-block-list\"> <li>CFP Board\u2013approved education curriculum<\/li> <li>Digital education books (eBooks) with optional print versions<\/li> <li>Financial calculator videos and digital workbook<\/li> <li>Topical videos, module quizzes, and a practice exam<\/li> <li>Access to the Kaplan QBank for practice questions<\/li> <li>Learning tools like the Activity Feed and Performance Tracker<\/li> <li>Instructor email access through InstructorLink\u2122<\/li> <li>Option to add Exam Review<\/li> <li>Eligibility for stackable credit toward a Master\u2019s in Personal Financial Planning<\/li> <\/ul> <figure class=\"wp-block-pullquote has-small-font-size\"><blockquote><p>\ud83d\udcac <em>Student Review: \u201cKaplans CFP Prep Review was very helpful. I passed the exam on my first try.\u201d<\/em><\/p><cite><a href=\"https:\/\/www.trustpilot.com\/reviews\/66b8af049cb1378e2e3a100b\"><strong>Sawyer Shank<\/strong><\/a><\/cite><\/blockquote><\/figure> <h3 class=\"wp-block-heading\" id=\"h-pros-0\"><strong>Pros<\/strong><\/h3> <ul style=\"padding-left: 1.6em;text-align: left;--ub-list-item-icon-top: 3px;--ub-list-item-icon-size: 1.4em;);--ub-list-item-fa-li-top: 3px;--ub-list-item-spacing: 0px;column-count: 1;--ub-list-mobile-column-count: 1\" class=\"wp-block-ub-styled-list ub_styled_list\" id=\"ub_styled_list-02f7be1e-f9d9-48c6-ad9b-3b48667c747e\"> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%2300d084&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-ea22eda8-5345-45d5-a2f6-9d1bd6ea5966\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#00d084\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Flexible Study Formats: I could switch between self-paced modules, on-demand videos, and live online courses, depending on my week.<\/span> <\/div> <\/li> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%2300d084&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-4e49106c-b50a-488c-84c2-43f4ae458002\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#00d084\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Engaging Review Materials: The mock exams, podcasts, and flashcards made challenging concepts like behavioral finance and tax planning feel more manageable.<\/span> <\/div> <\/li> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%2300d084&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-0440dc59-fd48-444f-9112-d5c3e0431295\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#00d084\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Polished Platform: The learning dashboard and performance tracker kept me organized.<\/span> <\/div> <\/li> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%2300d084&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-527efc30-573a-4090-97e6-180861ae0147\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#00d084\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">PassProtection\u2122 Guarantee: Took pressure off knowing I had retake access if I didn\u2019t pass the CFP\u00ae exam the first time.<\/span> <\/div> <\/li> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%2300d084&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-6778e466-d8bb-41ea-9704-8e36e33c7c57\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#00d084\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM369 209L241 337c-9.4 9.4-24.6 9.4-33.9 0l-64-64c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l47 47L335 175c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">Stackable Credit: Coursework contributes toward a Master\u2019s in Financial Planning through Kaplan\u2019s College for Financial Planning.<\/span> <\/div> <\/li> <\/ul> <h3 class=\"wp-block-heading\" id=\"h-cons-0\"><strong>Cons<\/strong><\/h3> <ul style=\"padding-left: 1.6em;text-align: left;--ub-list-item-icon-top: 3px;--ub-list-item-icon-size: 1.4em;);--ub-list-item-fa-li-top: 3px;--ub-list-item-spacing: 0px;column-count: 1;--ub-list-mobile-column-count: 1\" class=\"wp-block-ub-styled-list ub_styled_list\" id=\"ub_styled_list-a2025422-1c00-44fa-abf9-4ef0f2e8d1f1\"> <li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 1.4em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%23cf2e2e&quot; d=&quot;M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM175 175c9.4-9.4 24.6-9.4 33.9 0l47 47 47-47c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9l-47 47 47 47c9.4 9.4 9.4 24.6 0 33.9s-24.6 9.4-33.9 0l-47-47-47 47c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l47-47-47-47c-9.4-9.4-9.4-24.6 0-33.9z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-961c82ce-8d6d-4ae7-8c5c-0deaf851a492\"> <div class=\"ub_list_item_content\"> <span class=\"ub_list_item_icon\"> <svg width=\"1.4em\" height=\"1.4em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#cf2e2e\" d=\"M256 512c141.4 0 256-114.6 256-256S397.4 0 256 0S0 114.6 0 256S114.6 512 256 512zM175 175c9.4-9.4 24.6-9.4 33.9 0l47 47 47-47c9.4-9.4 24.6-9.4 33.9 0s9.4 24.6 0 33.9l-47 47 47 47c9.4 9.4 9.4 24.6 0 33.9s-24.6 9.4-33.9 0l-47-47-47 47c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l47-47-47-47c-9.4-9.4-9.4-24.6 0-33.9z\"><\/path><\/svg> <\/span> <span class=\"ub_list_item_text\">No In-Person Classes: Everything is online, so if you want a physical classroom, this isn\u2019t the right prep course.<\/span> <\/div> <\/li> <\/ul> <figure class=\"wp-block-pullquote has-small-font-size\"><blockquote><p>\ud83d\udcac <em>Student Review: \u201cI was abl<\/em>e to complete 60+ hours of continuing education credits in a relatively short period of time which allowed me to keep my CFP. The courses were challenging and client centric. I will be able to use the information with current and prospective clients.\u201d<\/p><cite><a href=\"https:\/\/www.trustpilot.com\/reviews\/676b3e0a5ccbdc6b2cc82298\"><strong><em>Monica Vidger-Trent<\/em><\/strong><\/a><strong><em>.<\/em><\/strong><\/cite><\/blockquote><\/figure> <div class=\"ub_review_block wp-block-ub-review\" id=\"ub_review_eab61364-1c8e-47ac-a21a-c9f1544fb5a0\"><p class=\"ub_review_item_name\" style=\"font-size: 28px; text-align: left; \">Kaplan CFP\u00ae Review<\/p><p class=\"ub_review_author_name\" style=\"text-align: left; \"><\/p><div class=\"ub_review_entry\"><span>Dashboard<\/span><div class=\"ub_review_stars\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-eab61364-1c8e-47ac-a21a-c9f1544fb5a0-0-0\"><rect height=\"150\" width=\"150\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star0\" mask=\"url(#ub_review_star_filter-eab61364-1c8e-47ac-a21a-c9f1544fb5a0-0-0)\" fill=\"#f7b708\" strokewidth=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path> <\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-eab61364-1c8e-47ac-a21a-c9f1544fb5a0-0-1\"><rect height=\"150\" width=\"150\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" 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d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star4\" mask=\"url(#ub_review_star_filter-eab61364-1c8e-47ac-a21a-c9f1544fb5a0-0-4)\" fill=\"#f7b708\" strokewidth=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path> <\/svg><\/div><\/div><div class=\"ub_review_entry\"><span>Content<\/span><div class=\"ub_review_stars\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-eab61364-1c8e-47ac-a21a-c9f1544fb5a0-1-0\"><rect height=\"150\" width=\"150\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star0\" mask=\"url(#ub_review_star_filter-eab61364-1c8e-47ac-a21a-c9f1544fb5a0-1-0)\" fill=\"#f7b708\" strokewidth=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path> <\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-eab61364-1c8e-47ac-a21a-c9f1544fb5a0-1-1\"><rect height=\"150\" width=\"150\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" 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d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path><path class=\"star\" id=\"star2\" mask=\"url(#ub_review_star_filter-eab61364-1c8e-47ac-a21a-c9f1544fb5a0-2-2)\" fill=\"#f7b708\" strokewidth=\"2.5\" d=\"m0.75,56.89914l56.02207,0l17.31126,-56.14914l17.31126,56.14914l56.02206,0l-45.32273,34.70168l17.31215,56.14914l-45.32274,-34.70262l-45.32274,34.70262l17.31215,-56.14914l-45.32274,-34.70168z\" stroke=\"#f7b708\"><\/path> <\/svg><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"20\" width=\"20\" viewbox=\"0 0 150 150\"> <defs><mask id=\"ub_review_star_filter-eab61364-1c8e-47ac-a21a-c9f1544fb5a0-2-3\"><rect height=\"150\" width=\"75\" y=\"0\" x=\"0\" fill=\"#fff\"><\/rect><\/mask><\/defs> <path fill=\"#888888\" stroke-width=\"2.5\" 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ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-5a1ad3c8-a2b5-4d69-ab1a-e198348f7351\"><div class=\"ub-button-container\"> <a href=\"https:\/\/www.charlotteobserver.com\/careers-education\/recommends\/kaplan\/kaplan-cfp\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"ub-button-block-main ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #00d084; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #7bdcb5; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; font-size: 17px; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \"> <div class=\"ub-button-content-holder\" style=\"flex-direction: row\"> <span class=\"ub-button-block-btn\">CHECK KAPLAN CFP\u00ae PRICING<\/span> <\/div> <\/a> <\/div><\/div> <\/div><\/div><\/div><\/div> <hr class=\"wp-block-separator has-alpha-channel-opacity\"\/> <h2 class=\"wp-block-heading\" id=\"h-feature-comparison-dalton-vs-kaplan-cfp\"><strong>Feature Comparison: Dalton vs. Kaplan CFP\u00ae<\/strong><\/h2> <style type=\"text\/css\" id=\"supsystic-table-126_38158-css\">\/* Here you can add custom CSS for the current table *\/ \/* Lean more about CSS: https:\/\/en.wikipedia.org\/wiki\/Cascading_Style_Sheets *\/ \/* To prevent the use of styles to other tables use \"#supsystic-table-126\" as a base selector for example: #supsystic-table-126 { ... } #supsystic-table-126 tbody { ... } #supsystic-table-126 tbody tr { ... } *\/ span.discount { margin-top: 6px; display: inline-block; float: left; font-weight: 400; width: 100%; font-size: 12px; } .supsystic-tables-wrap thead th { font-size: 16px; } .supsystic-table tr:nth-child(1) th a:nth-child(3) { background: #1873cd; border: 1px solid #1873cd; } .supsystic-table tr:nth-child(1) th a:nth-child(4) { 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><table id=\"supsystic-table-126\" class=\"supsystic-table border lightboxImg cell-border\" data-id=\"126\" data-view-id=\"126_38158\" data-title=\"Feature Comparison: Dalton vs. Kaplan CFP\u00ae\" data-currency-format=\"$1,000.00\" data-percent-format=\"10.00%\" data-date-format=\"DD.MM.YYYY\" data-time-format=\"HH:mm\" data-features=\"[&quot;after_table_loaded_script&quot;]\" data-search-value=\"\" data-loader-icon-name=\"default\" data-loader-icon-items=\"0\" data-loader-color=\"#000000\" data-processing-bg=\"#ffffff\" data-processing-color=\"#000000\" data-lightbox-img=\"\" data-head=\"on\" data-head-rows-count=\"1\" data-pagination-length=\"50,100,All\" data-auto-index=\"off\" data-searching-settings=\"{&quot;columnSearchPosition&quot;:&quot;bottom&quot;,&quot;minChars&quot;:&quot;0&quot;}\" data-lang=\"default\" data-override=\"{&quot;emptyTable&quot;:&quot;&quot;,&quot;info&quot;:&quot;&quot;,&quot;infoEmpty&quot;:&quot;&quot;,&quot;infoFiltered&quot;:&quot;&quot;,&quot;lengthMenu&quot;:&quot;&quot;,&quot;search&quot;:&quot;&quot;,&quot;previous&quot;:&quot;&quot;,&quot;next&quot;:&quot;&quot;,&quot;zeroRecords&quot;:&quot;&quot;,&quot;exportLabel&quot;:&quot;&quot;,&quot;file&quot;:&quot;default&quot;}\" data-merged=\"[]\" data-responsive-mode=\"2\" data-from-history=\"0\" ><thead><tr><th data-cell-id=\"A1\" data-x=\"0\" data-y=\"1\" data-db-index=\"1\" class=\"\" data-cell-type=\"text\" data-original-value=\"Feature\" data-order=\"Feature\" style=\"min-width: 33.3333%; width: 33.3333%;\" >Feature <\/th><th data-cell-id=\"B1\" data-x=\"1\" data-y=\"1\" data-db-index=\"1\" class=\"\" data-cell-type=\"text\" data-original-value=\"&lt;img src=&quot;https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/dalton-logo-300x158.png&quot; class=&quot;stbSkipLazy alignnone size-medium&quot; width=&quot;300&quot; height=&quot;300&quot; \/&gt;\" data-order=\"&lt;img src=&quot;https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/dalton-logo-300x158.png&quot; class=&quot;stbSkipLazy alignnone size-medium&quot; width=&quot;300&quot; height=&quot;300&quot; \/&gt;\" style=\"min-width: 33.3333%; width: 33.3333%;\" ><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/03\/dalton-logo-300x158.png\" class=\"stbSkipLazy alignnone size-medium\" width=\"300\" height=\"300\" \/><\/th><th data-cell-id=\"C1\" data-x=\"2\" data-y=\"1\" data-db-index=\"1\" class=\"\" data-cell-type=\"text\" data-original-value=\"&lt;img src=&quot;https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2024\/11\/Kaplan.jpg&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;280&quot; height=&quot;280&quot; \/&gt;\" data-order=\"&lt;img src=&quot;https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2024\/11\/Kaplan.jpg&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;280&quot; height=&quot;280&quot; \/&gt;\" style=\"min-width: 33.3333%; width: 33.3333%;\" ><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2024\/11\/Kaplan.jpg\" class=\"stbSkipLazy alignnone size-full\" width=\"280\" height=\"280\" \/><\/th><\/tr><\/thead><tbody><tr style=\"height:px\" ><td data-cell-id=\"A2\" data-x=\"0\" data-y=\"2\" data-db-index=\"2\" class=\"\" data-cell-type=\"text\" data-original-value=\"Access Length\" data-order=\"Access Length\" >Access Length <\/td><td data-cell-id=\"B2\" data-x=\"1\" data-y=\"2\" data-db-index=\"2\" class=\"\" data-cell-type=\"text\" data-original-value=\"Varies by exam date(6\u201312 months)\" data-order=\"Varies by exam date(6\u201312 months)\" >Varies by exam date(6\u201312 months) <\/td><td data-cell-id=\"C2\" data-x=\"2\" data-y=\"2\" data-db-index=\"2\" class=\"\" data-cell-type=\"text\" data-original-value=\"Varies by exam date(6\u201312 months)\" data-order=\"Varies by exam date(6\u201312 months)\" >Varies by exam date(6\u201312 months) <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A3\" data-x=\"0\" data-y=\"3\" data-db-index=\"3\" class=\"\" data-cell-type=\"text\" data-original-value=\"Price\" data-order=\"Price\" >Price <\/td><td data-cell-id=\"B3\" data-x=\"1\" data-y=\"3\" data-db-index=\"3\" class=\"\" data-cell-type=\"text\" data-original-value=\"$5,595 - $7,395\" data-order=\"$5,595 - $7,395\" >$5,595 - $7,395 <\/td><td data-cell-id=\"C3\" data-x=\"2\" data-y=\"3\" data-db-index=\"3\" class=\"\" data-cell-type=\"text\" data-original-value=\"$5,350 - $8,049\" data-order=\"$5,350 - $8,049\" >$5,350 - $8,049 <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A4\" data-x=\"0\" data-y=\"4\" data-db-index=\"4\" class=\"\" data-cell-type=\"text\" data-original-value=\"Video Content\" data-order=\"Video Content\" >Video Content <\/td><td data-cell-id=\"B4\" data-x=\"1\" data-y=\"4\" data-db-index=\"4\" class=\"\" data-cell-type=\"text\" data-original-value=\"Live online classes (fewer OnDemand)\" data-order=\"Live online classes (fewer OnDemand)\" >Live online classes (fewer OnDemand) <\/td><td data-cell-id=\"C4\" data-x=\"2\" data-y=\"4\" data-db-index=\"4\" class=\"\" data-cell-type=\"text\" data-original-value=\"On-Demand + live online classes\" data-order=\"On-Demand + live online classes\" >On-Demand + live online classes <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A5\" data-x=\"0\" data-y=\"5\" data-db-index=\"5\" class=\"\" data-cell-type=\"text\" data-original-value=\"Guarantees\" data-order=\"Guarantees\" >Guarantees <\/td><td data-cell-id=\"B5\" data-x=\"1\" data-y=\"5\" data-db-index=\"5\" class=\"\" data-cell-type=\"text\" data-original-value=\"Guarantee to Pass\u2122 (refund or retake)\" data-order=\"Guarantee to Pass\u2122 (refund or retake)\" >Guarantee to Pass\u2122 (refund or retake) <\/td><td data-cell-id=\"C5\" data-x=\"2\" data-y=\"5\" data-db-index=\"5\" class=\"\" data-cell-type=\"text\" data-original-value=\"PassProtection\u2122 (retake support)\" data-order=\"PassProtection\u2122 (retake support)\" >PassProtection\u2122 (retake support) <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A6\" data-x=\"0\" data-y=\"6\" data-db-index=\"6\" class=\"\" data-cell-type=\"text\" data-original-value=\"Study Notes\" data-order=\"Study Notes\" >Study Notes <\/td><td data-cell-id=\"B6\" data-x=\"1\" data-y=\"6\" data-db-index=\"6\" class=\"\" data-cell-type=\"text\" data-original-value=\"Text-based materials, calculator book, readiness quiz\" data-order=\"Text-based materials, calculator book, readiness quiz\" >Text-based materials, calculator book, readiness quiz <\/td><td data-cell-id=\"C6\" data-x=\"2\" data-y=\"6\" data-db-index=\"6\" class=\"\" data-cell-type=\"text\" data-original-value=\"Case studies, podcasts, flashcards, study checklists\" data-order=\"Case studies, podcasts, flashcards, study checklists\" >Case studies, podcasts, flashcards, study checklists <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A7\" data-x=\"0\" data-y=\"7\" data-db-index=\"7\" class=\"\" data-cell-type=\"text\" data-original-value=\"Support\" data-order=\"Support\" >Support <\/td><td data-cell-id=\"B7\" data-x=\"1\" data-y=\"7\" data-db-index=\"7\" class=\"\" data-cell-type=\"text\" data-original-value=\"Weekly office hours, Student Success Coach, 1:1 coaching\" data-order=\"Weekly office hours, Student Success Coach, 1:1 coaching\" >Weekly office hours, Student Success Coach, 1:1 coaching <\/td><td data-cell-id=\"C7\" data-x=\"2\" data-y=\"7\" data-db-index=\"7\" class=\"\" data-cell-type=\"text\" data-original-value=\"InstructorLink\u2122 email, live office hours, coaching\" data-order=\"InstructorLink\u2122 email, live office hours, coaching\" >InstructorLink\u2122 email, live office hours, coaching <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A8\" data-x=\"0\" data-y=\"8\" data-db-index=\"8\" class=\"\" data-cell-type=\"text\" data-original-value=\"Get Started\" data-order=\"Get Started\" >Get Started <\/td><td data-cell-id=\"B8\" data-x=\"1\" data-y=\"8\" data-db-index=\"8\" class=\"\" data-cell-type=\"text\" data-original-value=\"&lt;a href=&quot;#&quot; target=&quot;_self&quot;&gt;Start Now&lt;\/a&gt;\" data-order=\"&lt;a href=&quot;#&quot; target=&quot;_self&quot;&gt;Start Now&lt;\/a&gt;\" ><a href=\"#\" target=\"_self\">Start Now<\/a><\/td><td data-cell-id=\"C8\" data-x=\"2\" data-y=\"8\" data-db-index=\"8\" class=\"\" data-cell-type=\"text\" data-original-value=\"&lt;a href=&quot;https:\/\/click.linksynergy.com\/deeplink?id=jKAhZJQEhpo&amp;mid=1697&amp;u1=CO-Kaplan-CFP-Coupon&amp;murl=https%3A%2F%2Fwww.kaplanfinancial.com%2Fcfp&quot; target=&quot;_self&quot;&gt;Start Now&lt;\/a&gt;\" data-order=\"&lt;a href=&quot;https:\/\/click.linksynergy.com\/deeplink?id=jKAhZJQEhpo&amp;mid=1697&amp;u1=CO-Kaplan-CFP-Coupon&amp;murl=https%3A%2F%2Fwww.kaplanfinancial.com%2Fcfp&quot; target=&quot;_self&quot;&gt;Start Now&lt;\/a&gt;\" ><a href=\"https:\/\/click.linksynergy.com\/deeplink?id=jKAhZJQEhpo&mid=1697&u1=CO-Kaplan-CFP-Coupon&murl=https%3A%2F%2Fwww.kaplanfinancial.com%2Fcfp\" target=\"_self\">Start Now<\/a><\/td><\/tr><\/tbody><\/table><!-- \/#supsystic-table-126.supsystic-table --><\/div><!-- \/.supsystic-tables-wrap --><!-- Tables Generator by Supsystic --><!-- Version:1.12.03 --><!-- http:\/\/supsystic.com\/ --><a title=\"WordPress Data Table Plugin\" style=\"display:none;\" href=\"https:\/\/supsystic.com\/plugins\/wordpress-data-table-plugin\/?utm_medium=love_link\" target=\"_blank\">WordPress Data Table Plugin<\/a> <h2 class=\"wp-block-heading\" id=\"h-head-to-head-why-choose-kaplan-or-dalton\"><strong>Head-to-Head: Why Choose Kaplan or Dalton?<\/strong><\/h2> <p class=\"wp-block-paragraph\">Kaplan offers flexibility and a polished online setup, while Dalton leans on structure and a strong pass guarantee. Kaplan may appeal if you want options to fit your schedule, and Dalton works better if you like accountability and deadlines. <\/p> <p class=\"wp-block-paragraph\">Each has an edge in different areas, and we\u2019ll break those down next so you can see which fits your CFP\u00ae exam prep style.<\/p> <h3 class=\"wp-block-heading\" id=\"h-course-setup-flexibility-vs-structure\"><strong>Course Setup: Flexibility vs Structure<\/strong><\/h3> <ul class=\"wp-block-list\"> <li><strong>Kaplan<\/strong>: Offers flexibility with live online classes, on-demand videos, and self-paced study. Easy to fit around work and life commitments.<\/li> <li><strong>Dalton<\/strong>: More traditional with scheduled live classes and strict pacing. Works well if you need deadlines to stay accountable.<\/li> <\/ul> <p class=\"wp-block-paragraph\"><strong>\ud83c\udfc6 <\/strong><strong><em>Winner: Kaplan<\/em><\/strong><strong> <\/strong>\u2013 More study formats mean you can stay consistent without rearranging your work or personal schedule.<\/p> <h3 class=\"wp-block-heading\" id=\"h-tech-and-videos-modern-vs-old-school\"><strong>Tech and Videos: Modern vs Old-School<\/strong><\/h3> <ul class=\"wp-block-list\"> <li><strong>Kaplan<\/strong>: Smooth platform with a clean dashboard and high-quality On-Demand videos that make long study sessions manageable.<\/li> <li><strong>Dalton<\/strong>: Platform is functional but feels dated. The main strength is in the live instruction rather than the tech or video quality.<\/li> <\/ul> <p class=\"wp-block-paragraph\"><strong>\ud83c\udfc6<\/strong><strong><em> Winner: <\/em><\/strong><strong>Kaplan <\/strong>\u2013 Smoother platform and higher-quality videos that make long study sessions less draining.<\/p> <h3 class=\"wp-block-heading\" id=\"h-value-and-guarantees-your-safety-net\"><strong>Value and Guarantees: Your Safety Net<\/strong><\/h3> <ul class=\"wp-block-list\"> <li><strong>Kaplan<\/strong>: Comes with PassProtection\u2122, so you get retake support if you don\u2019t pass the CFP\u00ae exam. Plus, credits from Kaplan\u2019s CFP\u00ae courses can stack toward a Master\u2019s in Financial Planning, a bonus for career growth.<\/li> <li><strong>Dalton<\/strong>: The Dalton Review Guarantee to Pass\u2122 is one of the best refund guarantees available. Follow their system and fail? You get a refund or a free retake.<\/li> <\/ul> <p class=\"wp-block-paragraph\">\ud83c\udfc6<strong><em> Winner: Kaplan &#8211; <\/em><\/strong>More than a test prep course, it sets you up for both CFP\u00ae success and ongoing professional development.<\/p> <h3 class=\"wp-block-heading\" id=\"h-support-who-s-got-your-back\"><strong>Support: Who\u2019s Got Your Back?<\/strong><\/h3> <ul class=\"wp-block-list\"> <li><strong>Kaplan<\/strong>: Reliable support with InstructorLink\u2122 email, live office hours, and coaching built into the review. Good coverage, though not overly personal.<\/li> <li><strong>Dalton<\/strong>: More one-on-one. Weekly office hours, a Student Success Coach, and individual coaching before and after the review add accountability.<\/li> <\/ul> <p class=\"wp-block-paragraph\">\ud83c\udfc6<strong> <\/strong><strong><em>Winner: Dalton <\/em><\/strong>\u2013 Direct access to instructors and success coaches keeps you accountable if you need more one-on-one guidance.<\/p> <h2 class=\"wp-block-heading\" id=\"h-my-final-verdict\"><strong>My Final Verdict<\/strong><\/h2> <p class=\"wp-block-paragraph\">Kaplan takes the win for me. The platform feels modern, the tools actually help, and the flexibility makes studying less of a grind. Dalton has its place if you want structure and heavy instructor time, but it feels dated. If you want a course with balance, value, and less stress, Kaplan is your better pick.<\/p> <p class=\"wp-block-paragraph\"><em>Prefer strict structure and more one-on-one accountability? Dalton could be a good fit.<\/em><\/p> <p class=\"wp-block-paragraph\"><em>If you\u2019re looking for flexibility, modern tools, and long-term career value, Kaplan is tough to beat.<\/em> <em><a href=\"https:\/\/www.charlotteobserver.com\/careers-education\/recommends\/kaplan\/kaplan-cfp\/\">Explore Kaplan\u2019s CFP\u00ae Prep options.<\/a><\/em><\/p> <h2 class=\"wp-block-heading\" id=\"h-faqs\"><strong>FAQs<\/strong><\/h2> <div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1759212715493\"><strong class=\"schema-faq-question\"><strong>How long do I get access to Kaplan\u2019s CFP\u00ae materials?<\/strong><\/strong> <p class=\"schema-faq-answer\">Access typically lasts 6 to 12 months, depending on your package and exam date. This gives you enough time to study at your own pace while staying aligned with your scheduled exam window.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1759212721491\"><strong class=\"schema-faq-question\"><strong>Does Kaplan include live classes or only self-study options?<\/strong><\/strong> <p class=\"schema-faq-answer\">Kaplan gives you options: On-Demand for anytime access, Live Online for real-time classes, and even in-person classroom formats where available. You can choose whichever matches your learning style.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1759212753962\"><strong class=\"schema-faq-question\"><strong>What practice tools come with Kaplan\u2019s CFP\u00ae program?<\/strong><\/strong> <p class=\"schema-faq-answer\">One of Kaplan\u2019s biggest strengths is the QBank, which lets you build custom quizzes by topic, difficulty, and length. You\u2019ll also get full-length mock exams and performance tracking to mirror the real CFP\u00ae test experience.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1759212760021\"><strong class=\"schema-faq-question\"><strong>Does Kaplan offer a pass guarantee for the CFP\u00ae exam?<\/strong><\/strong> <p class=\"schema-faq-answer\">Not exactly. Kaplan doesn\u2019t refund if you fail, but its PassProtection\u2122 policy lets you retake the whole course once at no additional cost, giving you a second chance without paying again.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1759212767897\"><strong class=\"schema-faq-question\"><strong>Can I earn graduate credit through Kaplan\u2019s CFP\u00ae courses?<\/strong><\/strong> <p class=\"schema-faq-answer\">Yes. Some Kaplan packages let you apply credits toward a Master\u2019s in Personal Financial Planning, turning your CFP\u00ae prep into a career-building opportunity beyond just the exam.<\/p> <\/div> <\/div> ","protected":false},"excerpt":{"rendered":"<p>Ready to put your plan into motion and work toward earning a CFP\u00ae certification? In July 2024, the CFP\u00ae exam had 2,999 candidates with an overall pass rate of 65 percent, according to the CFP Board. It&#8217;s one of the toughest steps in financial planning, and preparation is everything. With 92,000+ professionals already certified and [&hellip;]<\/p> ","protected":false},"author":11,"featured_media":6213,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3,244],"tags":[],"class_list":["post-6209","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-careers-education","category-finance"],"acf":{"external_author":[129],"external_editor":"","select_template":"default","not_show_feature_image":true,"hide_toc":false},"featured_image_src":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-content\/uploads\/sites\/8\/2025\/09\/Dalton-vs.-Kaplan-CFP-feature-img-768x427.png","author_info":{"display_name":"","author_link":"https:\/\/www.charlotteobserver.com\/careers-education\/author\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.9 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Dalton vs Kaplan CFP\u00ae Prep: Which Course Is for You?<\/title>\n<meta name=\"description\" content=\"Compare Dalton vs Kaplan CFP\u00ae prep. 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You\u2019ll also get full-length mock exams and performance tracking to mirror the real CFP\u00ae test experience.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/www.charlotteobserver.com\/careers-education\/dalton-vs-kaplan-cfp-prep\/#faq-question-1759212760021","position":4,"url":"https:\/\/www.charlotteobserver.com\/careers-education\/dalton-vs-kaplan-cfp-prep\/#faq-question-1759212760021","name":"Does Kaplan offer a pass guarantee for the CFP\u00ae exam?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Not exactly. Kaplan doesn\u2019t refund if you fail, but its PassProtection\u2122 policy lets you retake the whole course once at no additional cost, giving you a second chance without paying again.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/www.charlotteobserver.com\/careers-education\/dalton-vs-kaplan-cfp-prep\/#faq-question-1759212767897","position":5,"url":"https:\/\/www.charlotteobserver.com\/careers-education\/dalton-vs-kaplan-cfp-prep\/#faq-question-1759212767897","name":"Can I earn graduate credit through Kaplan\u2019s CFP\u00ae courses?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Yes. Some Kaplan packages let you apply credits toward a Master\u2019s in Personal Financial Planning, turning your CFP\u00ae prep into a career-building opportunity beyond just the exam.","inLanguage":"en-US"},"inLanguage":"en-US"}]}},"first_category":{"name":"Finance","url":"https:\/\/www.charlotteobserver.com\/careers-education\/finance\/"},"_links":{"self":[{"attributes":[],"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/posts\/6209"}],"collection":[{"attributes":[],"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/posts"}],"about":[{"attributes":[],"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/types\/post"}],"author":[{"attributes":{"embeddable":true},"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"attributes":{"embeddable":true},"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/comments?post=6209"}],"version-history":[{"attributes":{"count":2},"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/posts\/6209\/revisions"}],"predecessor-version":[{"attributes":{"id":11103},"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/posts\/6209\/revisions\/11103"}],"acf:post":[{"attributes":{"embeddable":true},"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/external-author\/129"}],"wp:featuredmedia":[{"attributes":{"embeddable":true},"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/media\/6213"}],"wp:attachment":[{"attributes":[],"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/media?parent=6209"}],"wp:term":[{"attributes":{"taxonomy":"category","embeddable":true},"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/categories?post=6209"},{"attributes":{"taxonomy":"post_tag","embeddable":true},"href":"https:\/\/www.charlotteobserver.com\/careers-education\/wp-json\/wp\/v2\/tags?post=6209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}