Way To Go, Ryan!

Firm News & EventsPosted on July 27th, 2017No Comments

Summary By: Lauren Mireles, FPQPTM

Yeske Buie is pleased to recognize Ryan Klemm, Financial Planning Resident in our Virginia office, for passing the CFP® exam! The exam has earned a reputation for being a challenging milestone as part of the four requirements needed to earn the CERTIFIED FINANCIAL PLANNERTM designation. Ryan experienced several of these challenges including the discipline needed during the months of preparation leading up to the exam. He shared, “My biggest challenge was adjusting to the routine of studying for a major exam in addition to committing to a full work-week. On the front-end and back-end of each workday, I would make the transition from “study mode” to “work mode” to properly prepare for the exam. Ensuring that I took a few minutes to reset myself between both mindsets was developed from a crash course of learned discipline.”

The four requirements needed to earn the CERTIFIED FINANCIAL PLANNERTM designation are Education, Exam, Experience, and Ethics. Ryan fulfilled the education requirement in May 2016 when he graduated from Virginia Tech’s CFP® Certification Education Track. With the exam and the education requirements behind him, Ryan will be focusing on the experience and ethics requirements. For the experience requirement, Ryan must obtain two years of supervised professional experience related to the financial planning process. As a Financial Planning Resident, Ryan will fulfill this requirement by working directly with Clients, preparing financial plans and reviews and working in all aspects of financial planning from the discovery process through to implementation and ongoing support of Yeske Buie’s Clients’ Live Big® goals. Upon his graduation from our Financial Planning Resident Program, Ryan will have the experience necessary to qualify to be a CFP® Licensee. The final step will be to complete an ethics certification, which includes an inquiry into Ryan’s background and agreement to adhere to the CFP Board’s Code of Ethics. While he works towards his goal of earning the certification, what’s next for Ryan? He shared, “Short-term, RELAX! Long-term, I’d like to get back into reading for pleasure and continue to challenge myself to absorb and participate in all of the learning that is going on around me.”

Learn more about what it takes to earn the CFP® Certification.

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