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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. Scroll all the way to the bottom of the page to read all the steps.

 

 

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:

"It’s a PASS! Thank you to Brett, ChoiGPT, and the rest of the Danko team for getting all of us prepared."

S.W., Live Review student (November 2023)

"I cannot thank you all enough for the amazing program you have built out. Any student who gives it their all is in the best position to pass possible. This certification is going to change my life and I would not be here without you all. Thank you, truly."

A.F., Signature Live Review student (November 2023)

"John - I wanted to reach out to thank you personally for your help with the exam. Our tutoring session, the Boston Live Review and all of your calls were so through and your examples kept popping into my head as I was testing! I had a lot going on personally and changes at work, and some how managed to pull it off with a pass. I can only attribute it to the care and support of you and the Danko team."

D.M., Signature Live Review student (July 2024)

Ready to PASS the CFP® Exam?