CFP® Certification Program Instructors and Faculty

The people who construct and deliver an education program determine its value. Kaplan has assembled the most effective, well-respected, and experienced team of professional writers and instructors to create and deliver your CFP® exam education and review material. 

KFE_Instructors_John Loyd
KFE_Instructors_John Loyd

John Loyd, CFP®, EA

John has worked in the financial services industry for 20 years and holds the FINRA Series 7, 24, 63, and 65 licenses, as well as an insurance license. He has been a CERTIFIED FINANCIAL PLANNER™ since 2006.

KFE_Instructors_Rey Belyeu
KFE_Instructors_Rey Belyeu

Rey Belyeu, CFP®

Rey has been the President of Cornerstone Financial Planning since 2002, concentrating on comprehensive financial consulting for individuals and small- to medium-sized businesses. He has over 27 years of experience in the financial services industry. 

KFE_Instructors_Sharon Bonnem
KFE_Instructors_Sharon Bonnem

Sharon Bonnem, CFP®

Sharon has worked in the financial services industry for 20 years and has held the FINRA Series 7, 24, and 63 licenses as well as an insurance license. She has been a CERTIFIED FINANCIAL PLANNER™ since 2000.  Sharon currently teaches all of the CFP® certification education courses and the Financial Planning Review course.

KFE_Instructors_Ed Clark
KFE_Instructors_Ed Clark

Ed Clark, CASL, ChFC

Ed is an instructor for the Financial Planning education and Live Review courses. He earned his BS in mathematics from Brigham Young University in 1994. He received his Chartered Advisor for Senior Living in 2005.

KFE_Instructors_John Pallaria
KFE_Instructors_John Pallaria

John J. Pallaria, MBA, CHFC, CFP®

John is a previous Relationship Manager within Scudder Investment's retirement division and has also worked as a Portfolio Accountant with Putnam Investments. He received his BS in Business Administration with a major in Finance from Merrimack College in Massachusetts and received his MBA from Southern New Hampshire University. John received Certificate in Financial Planning from Merrimack College in 2001 and obtained Chartered Financial Consultant (ChFC) from The American College in Bryn Mawr, PA in 2002.

KFE_Instructors_Christopher Tuttle
KFE_Instructors_Christopher Tuttle

Christopher J. Tuttle, CFP®, EA, CLU®, ChFC, AEP, MBA

Christopher Tuttle has worked in the financial services industry for 43 years—22 years as a tax based corporate finance banker in London, Houston, and New York—and the past 21 years as an independent wealth management consultant to HNW individual and small business clients in the US and Europe.

KFE_Instructors_Chris White
KFE_Instructors_Chris White

Chris White, CFP®

Chris has experience in financial services since 1993. Chris prepares comprehensive financial plans for clients and their families, including tax, retirement, investments, asset allocation, insurance needs analysis, business succession issues, special capital needs, and estate planning.

KFE_Instructors_Geoff White
KFE_Instructors_Geoff White

Geoffrey W. White, CFP®, CHFC, MSFS

Geoffrey White has been in the investment and financial planning business for 19 years.

He has a Bachelor's Degree in Finance from Arizona State University and a Master’s Degree in Financial Services from the Institute of Business and Finance.
Geoff has become experienced in solving complex financial issues for families and businesses. With tenure in multiple specialized areas, he has been able to put his experience to work for families, no matter how simple or complex.

KFE_Instructors_Bill Yurkovac
KFE_Instructors_Bill Yurkovac

Bill Yurkovac, CFP®

Bill has a private practice in Florida focusing on asset management and estate planning considerations for his clientele. Mr. Yurkovac holds a Master's Degree in Education, has more than 25 years experience in the financial services arena, and enjoys serving as an instructor for candidates preparing for the CFP® Certification Examination.

KFE_Instructors_Gary Clement
KFE_Instructors_Gary Clement

Gary O. Clement, CFP®, CRPS®, CRPC®, AFC®, MPAS®

Gary O. Clement is President of Clement Asset Management, LLC, a financial planning and investment management firm, and a lead instructor in Kaplan's Certified Financial Planning Program. Gary considers himself both a lifelong student and teacher of personal finance. He enjoys educating groups, large and small, about money, personal finance, and the myriad financial products, vehicles, and strategies available to them.

KFE_Instructors_Nancy Freeman
KFE_Instructors_Nancy Freeman

Nancy Freeman, CFP®, MBA, EA

Nancy has worked in the tax and financial services industry for 27 years.  She is currently a Tax Specialist, at JRA Financial in Maple Grove, MN. specializing in retirement, investment and education tax planning.

Nancy teaches Principles of Financial Planning, Insurance and Employee Benefits, Tax Planning and Estate education courses and the Financial Planning Case Study course.

KFE_Instructors_Lori Brinker
KFE_Instructors_Lori Brinker

Lori A. Brinker, CFP®, CRPC®, CDFA™

Lori has been in the financial services industry since 1996 and joined Merrill Lynch as a financial advisor in 2005. Lori is currently a Wealth Management Advisor and also has a passion for leading others as the Resident Director for the Private Banking and Investment Group office for Merrill Lynch in Pittsburgh, PA. In addition to managing her own clients, she has served in several leadership roles at Merrill Lynch spanning 10 years such as Practice Management Development coordinator, Sales Manager, and Resident Director.

KFE_Instructors_Scott Sayre
KFE_Instructors_Scott Sayre

Scott Sayre CFP®, MS

Scott has worked in the financial services industry since 1985 and has held the FINRA Series 7, 24, and 63 licenses as well as an insurance license. He has been a CERTIFIED FINANCIAL PLANNER™ since 1991.  He is also a Certified Funds Specialist since 1992.

Scott currently teaches all of the CFP® certification education courses and the Financial Planning Review course.

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