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Event Date |
Fri Oct 25 MDT - Wed Oct 30 MDT (about 5 years ago)
In your timezone (EST): Fri Oct 25 10:00am - Wed Oct 30 7:00pm |
Location |
Hyatt Regency Aurora-Denver Conference Center
13200 E 14th Pl, Aurora, CO 80011, USA |
Region | Americas |
It a highly acclaimed, intensive, week-long, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors, program participants or residents spend their days role-playing and working through real-life financial planning scenarios.
With the end goal of building the confidence and skills needed to create meaningful relationships with clients, residents gain a deep understanding of how to “do” financial planning, and more importantly, what it means to “be” a financial planner for their clients. Additionally, participants can earn 28 CFP continuing education credits or three months of experience toward CFP Board's three-year requirement.
Who attends the program?
• Anyone who has completed the required CFP Board-registered program and is eligible to sit for the CFP Certification Examination.
• Anyone who is a CFP professional and has held the designation for three years or less.
• Anyone who is a CFP professional who holds the designation and is either:
• Not practicing financial planning for a period of time;
• Not doing client facing financial planning;
• Or wants more training doing the comprehensive, client-centered approach to financial planning.
2019 Speaker
Victoria L. Roberts, CFP®, CDFA
Recipient of the FPA Residency