Residency

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FPA Residency Program

This highly acclaimed, experiential-learning program is 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.

Participants can earn 28 CFP® continuing education credits or three months of experience toward CFP Board's three-year requirement.

Registration for the Fall 2024 Program is now closed and has sold out! Please save the dates for 2025!!

Spring: May 30 - June 4, 2025
Fall: October 24 - 29, 2025

Who Should Attend?

This program is intended for those who are just entering the financial planning profession and want training in a comprehensive, client-centered approach to financial planning.

Our core audience for FPA Residency is made up of those who:

Have completed the required CFP Board-registered program and are eligible to sit for the CFP® Certification Examination.
Are a CFP® professional and have held the designation for three years or less.
Have not been practicing financial planning for a period of time.
Are not involved in client-facing financial planning.

Why Attend

Being part of FPA Residency allows you to transition from 'becoming' a financial planner to 'being' a financial planner.

During this intensive, week-long program, residents will:

Participate in an interactive learning experience using three progressive case studies in small groups. Residents role-play real-life scenarios with clients and receive in-the-moment, individualized feedback from experienced and prominent financial planners who serve as mentors.
Share their passion for financial planning with like-minded peers and, in the process, develop friendships and professional relationships quickly that carry on throughout their careers.
Learn the ‘art’ of financial planning by fine-tuning their listening skills and translating technical financial knowledge into competency and wisdom for the benefit of their clients.
Earn 28 CFP® continuing education credits or three months of experience toward CFP Board's three-year requirement.

Residency is limited to 35 participants per program and sells out quickly.

FPA Residency Privacy Policy

By registering for this FPA event, you are opting in to receive communication from conference sponsors. To manage your communication preferences, you can log in to your FPA profile to make edits, call (800) 322-4237, or email memberservices@onefpa.org.