Texas Tech University

Personal Financial Planning

 

CFP® Exam Review Course

The Department of Personal Financial Planning offers a CFP® Exam Review Course to currently enrolled Texas Tech PFP students. If you have any questions, please review the FAQs below. If you still have questions, please contact Dr. John Salter or Mr. Preston Cherry.

When does the class meet? 

The Summer 2019 class will meet Monday/Wednesday/Friday from 12:00 pm – 2:50 pm in HS 122.

The Fall 2019 class will meet Tuesday/Thursday from 4:30 pm - 7 pm in HS 124.

When should I take the CFP® Exam Review Course?

This depends on when you are wanting to sit for the exam. If you plan on sitting for a March exam, you will need to take the review course during the fall semester. If you are planning to sit for the July or November exam, you should sit in the spring exam review course. Don't forget that you must complete Capstone before sitting for the CFP® Exam. 

What course number and section do I need to register for?

  • To participate in the TTU PFP Dalton Review course you must have current Dalton Review materials regardless if you are registering for credit or auditing.

  • To register (for credit) for the TTU PFP Dalton Review course, you must register two weeks before the Fall or Spring term start date. This ensures you will receive your Dalton Review materials on the first day of class. Please see below for further instructions.

  • To audit (no credit) the TTU PFP Dalton Review course, you must notify Rebecca Velez two weeks before the Fall or Spring term start date. This ensures you will receive your Dalton Review materials on the first day of class. Please see below for further instructions.

  • Note for Ph.D's (regarding current Dalton material): If you are a Ph.D student who is currently enrolled in the Texas Tech PFP Doctoral Program, you afforded a one-time complimentary order of current Dalton Review materials (books, online access & notecards) . Please notify Rebecca Velez with your request. If you are requesting materials to participate in the TTU PFP Dalton Review course, please select a Graduate option below and follow the instructions.

  • Undergraduate - PFP 4000-201: 

    • For course credit & materials: This registration will enroll you in the course (for credit, see credit policy below), use your course fees to pay for the Dalton Review materials (includes books, online access & notecards), and automatically order your Dalton review materials (receive materials on the first day of class).

  • Graduate - PFP 5000-201:

    • For course credit & you need current Dalton Review materials: This registration (Raiderlink) will enroll you in the course (for credit, see credit policy below), use your course fees to pay for the Dalton Review materials (books, online access & notecards), and automatically order your Dalton review materials (receive materials on the first day of class).

    • For course credit & you have current Dalton Review materials: If you are a graduate already in possession of current Dalton Review materials, you please notify Dr. Salter and cc: Cynthia Cantu  your request. If your request is granted, Cynthia will notify you and you will then register for PFP 5000-012 (please be aware of the different course number).

    • For NO course credit & you have current Dalton Review materials (audit): You must be in possession of current Dalton Review materials. Please notify Rebbeca Valez of your interest to audit the class to be added to the class roster. In the email, include your eRaider username (NOT your R#). Please DO NOT register on Raiderlink.

    • For NO course credit & you DO NOT have current Dalton Review materials (audit): To express your interest to audit the class and obtain current Dalton Review materials (books, online access & notecards), please notify Rebecca Velez two weeks before the Fall or Spring term start date. In the email, please include your eRaider username (NOT your R#). Please DO NOT register on Raiderlink. This option requires an immediate payment of $750 to the Department.

If we want to sit in on the course but not register, do we pay the $750? How do we get the materials?

Please see the description under the "course number" question. Please see the Graduate section and review the fourth bullet point.

How many course credit hours will this count as?

This class serves as a variable credit hour elective. You can register for anywhere between one and three credit hours depending upon your needs in your degree plan. Register for the number of hours that are necessary for your degree plan. If you have questions about what you need based on your degree plan, please contact donna.burt@ttu.edu. Regardless of if you register for one hour or three hours, you will be required to attend the full class period. 

If I already have CFP® Review Materials, am I able to sit in the course but not pay for anything?

Please see the description under the "course number" question. Please see the Graduate section and review the third bullet point.

What are current Dalton Review materials?

• 6 study guides for students
• Test bank of 2,500 questions
• Review readiness assessment
• Exam readiness assessment
• Handout book for students to follow along with the review
• Access to our live online, traditional classroom and recorded reviews

What is the actual structure of the CFP® Review Course?

This course will be taught based on the Dalton Education structure but will be adapted to meet the needs of our students. Approximately a week before the start of the semester, a syllabus is will be emailed to the class roster. Please email Preston Cherry for a previous semester syllabus.

Is the discounted material available to Alumni and can Alumni audit the class?

At this time, there is no arrangement between Dalton Education and the TTU PFP Program to allow for either. Please visit the Dalton Education directly to enroll in one of their review offerings.