Dan Passed the Exam!

Firm News & EventsPosted on July 26th, 2018No Comments

Yeske Buie would like to recognize Dan Tripp for his recent success in passing the CFP® Exam. Dan began studying for the exam in February and supplemented his training with the Zahn Live Review, a comprehensive pre-study program designed to help students better understand key topics and the exam itself. After learning that he had passed the exam, Dan shared the following sentiment with the Yeske Buie team: “This is a huge milestone in my professional development and represents nearly three years of hard work plus endless hours of studying. I appreciate all the encouragement and support I have received from each of you!”

With this accomplishment, Dan is well on his way to earning his CFP® Certification. The journey to becoming a CFP involves satisfying the CFP Board’s “Four Es”:

  • EDUCATION: The first step is to acquire the knowledge required to deliver professional, competent, and ethical financial planning services to Clients. This requires candidates to hold a bachelor’s degree and to have completed a CFP Board-approved education program. Dan fulfilled the education requirement when he earned his Master’s in Financial Planning from Golden Gate University in May 2017.
  • EXAMINATION: The next step is to pass the CFP Certification exam which is designed to assess a candidate’s ability to apply their financial planning knowledge in an integrated format to financial planning situations.
  • EXPERIENCE: After the examination requirement is complete, candidates must then accumulate 4,000 hours of full-time practice experience under the direct supervision of a CFP®. Dan will have the experience necessary to qualify to be a CFP Licensee upon his graduation from the Yeske Buie Financial Planning Resident program. His time in our program qualifies for the experience requirement as he works directly with Clients preparing financial plans and working in all aspects of financial planning from the discovery process through the implementation and ongoing support of Yeske Buie’s Clients’ Live Big® goals.
  • ETHICS: The final step is to complete an ethics certification which includes an inquiry into the candidate’s background and an agreement to adhere to the CFP Board’s Code of Ethics.

Congratulations, Dan! We at Yeske Buie look forward to the next two years of our journey together serving our Clients and pursuing our passion for financial planning.

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