Residency

Person standing in front of a table of five people in business suits

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.

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

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