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What is FPA Residency program?

​It's​ 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.