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CAPSTONE REQUIREMENT

You are required to complete a brief oral defense of your Capstone case. 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

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 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., Live Review student (July 2023)

"Just wanted to thank Brett Danko and his team. Passed the exam today!"

A.M., Live Review student (November 2023)

"I feel so relieved after passing today! John, Brett, Amy and the crew are amazing!"

R.M., Live Review student (November 2023)

Ready to PASS the CFP® Exam?