An Accomplishment Deserving Acknowledgment
Yeske Buie would like to recognize Zachary Bennedsen, Financial Planning Resident in our San Francisco office, for his recent success in passing the CFP® Exam! Zach dedicated hundreds of hours to studying for the exam, beginning his preparation in August and supplementing his book work with an intensive live review course in October. After having some time to reflect on his success, Zach said, “It feels great to have the weight of studying off my shoulders, and I am excited to have reached this milestone”.
This milestone is one of four requirements needed to earn the CERTIFIED FINANCIAL PLANNERTM designation. Zach fulfilled the education requirement in May 2016 when he graduated from Virginia Tech’s CFP® Certification Education Track. With both of these requirements behind him, Zach will be focusing on the experience and ethics requirements. For the experience requirement, Zach must obtain two years of supervised professional experience related to the financial planning process. As a Financial Planning Resident, Zach 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, Zach 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 Zach’s background and agreement to adhere to the CFP Board’s Code of Ethics. In the meantime, Zach says, “After a quick victory lap, I hope to devote some of my newfound free time to other professional pursuits, as there is always more to learn.”