Rollover Policy

Self-Paced Program Access Policy
The projected course completion time for the six (6) self-paced courses Fundamentals & Insurance, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, and the Capstone Course is nine (9) months. The student's course access begins at the time of enrollment. Upon written request to This email address is being protected from spambots. You need JavaScript enabled to view it., online access will be extended for an additional three (3) months for no additional charge. Should a student need to extend online access beyond these twelve (12) months, they will be subject to the charges outlined below:
    •    3 Months of Additional Online Access: $200
    •    6 Months of Additional Online Access: $375
    •    12 Months of Additional Online Access: $700
    •    Students need to complete their enrolled education program within four years of enrollment. If students do not complete within the four years, they may re-enroll at the full program price.
    •    Students allowing their access to expire will be required to pay a $200 reactivation fee in addition to the extension fees outlined above. Please note that these fees are non-refundable and will not be prorated if the program is completed earlier than anticipated.

Virtual Classroom Program Access Policy
In a continued effort to demonstrate our commitment to students' success, the following policies went into effect January 1, 2018.

Failure to meet the terms and conditions of the signed Guarantee to Pass contract on file, which includes the date by which the CFP examination must be taken, will void the Guarantee to Pass Agreement between the student and Dalton Education.
 
For example, if you enrolled with the January 2018 cohort, the Guarantee to Pass contract states that you need to take the CFP examination by March 2019, which is two exam cycles upon completion of the education program. If you rolled over to the March or May 2018 cohorts this still allows you to sit for that exam. If you rolled to the September or November 2018 cohorts this would not allow you to sit for that exam thus voiding the money back guarantee.

  • Students are allowed one complimentary rollover at no charge to one of the two next upcoming start dates (cohorts) from the original enrollment cohort.
  • Students requiring extensions beyond two cohorts of original enrollment will pay a $250 fee for each extension required.
  • Students needing reinstatement after an extended break from the program will pay a $250 reinstatement fee.
  • Students need to complete their enrolled education program within four years of enrollment. If students do not complete within the four years, they may re-enroll at the full program price.

For example, if you enrolled in the January 2018 cohort, you may roll over to the March 2018 or May 2018 cohort at no cost. If you choose to roll to the July 2018 cohort, you would pay a $250 extension fee.