Well Done, Dan!

Well Done, Dan!

We are very proud to announce that as of May 3, 2019, Daniel Tripp has officially earned the CFP® Certification! Dan has been working towards the goal of becoming a CERTIFIED FINANCIAL PLANNERTM professional for over four years after deciding to transition out of the military and into the civilian world to pursue a career in financial planning. An arduous goal and a four-year process, Dan had to call the CFP Board to confirm the completion message he saw on the screen was correct before he could believe it was true.

“Based on our records, you’ve completed all the requirements to call yourself a CFP® professional. Congratulations, Dan,” the CFP Board told him on the phone. Afterwards, Dan shared his gratitude for all those who had helped him reach his goal, and said, “It feels good to achieve a long-term goal!”

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 Client. This requires candidates to hold a bachelor’s degree and to have completed a CFP Board-approved education program.
  • 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®.
  • 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 our continued journey together serving our Clients and others in need of financial planning to help people pursue their Live Big® lives.