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CAPSTONE REQUIREMENT

You are required to complete a brief oral defense of your Capstone case. (As a reminder, case directions and a template can be found on the class page, in the gray class files box). Your successful completion of the following three steps earns your Capstone certificate: 

Step 1: Make Your Capstone Appointment
Step 2: Send Your Completed Case
Step 3: Call Your Instructor

Scroll through to the bottom of this page to read detailed instructions for each step.

 

STEP 1 - Make Your Capstone Appointment

Appointments are held between September 6th through the 15th. While choosing your appointment, keep in mind that you will need to submit the completed case at least 24 hours before your appointment.

Use this website to select a time. You can chose to work with "anyone" or select one of our instructors from the drop-down menu.

After you book a time, you will receive an automated email. Save that email! You will use it to reschedule your meeting, if necessary.

STEP 2 - Send Your Completed Case

At least 24 hours before your call, email your instructor your completed case. Please label your document in the subject line "YOUR LAST NAME, YOUR FIRST NAME, Capstone Case." Also, please send documents in a PDF or Word format and not in a web-based format (e.g., a Google Doc).

STEP 3 - Call Your Instructor

When it is time for your call, call your instructor. Everyone's contact info is below. The automated email and calendar invite will also include this information. If your instructor doesn't answer, text them. They are likely on another call and will call you back ASAP!

Carla Gordon
773-528-7677 (for calls)
773-715-9764 (for texting) 
trainmoney@aol.com

John Choi
847-867-9998 
choijs@comcast.net

Matt Goren 
706-202-5566 
matt@brettdanko.com

Dana Fletcher 
843-637-7486 
Dana.fletcher@edwardjones.com

Michelle Robinson 
757-354-2621 
michelle@xcellingchampion.com

Steve Mullooly 
803-272-1003 
steve@mulloolywealthplanning.com

What Our Students Say:

"I PASSED!!!!! Thank you so much to #ChoiGPT, Brett, the Danko team!"

R.L.

"I am so thankful to report that I PASSED!! 55 seconds remaining! Thank you to the Brett Danko Team, my study sessions with John Choi, and this supportive group."

T.B.

"Thanks to the Danko Team for getting us across the finish line. I honestly don't know how people are doing it without them."

M.L.

Ready to PASS the CFP® Exam?