This highly acclaimed program offers a client-centered training experience using comprehensive and detailed case studies. Residency participants are eligible for 30 hours of CFP Board continuing education credit or three months of financial planning work experience.

In an effort to maximize the personal experience of residency, space in each program is limited. Admission is granted on a first-come, first-served basis for those who qualify.

• Comprehensive Program Brochure (PDF | 499KB)

Upcoming Residency Programs

Residency Requirements

• You have completed the required CFP Board-registered program and are eligible to sit for the CFP^® Certification Examination.
• You are a newly certified CFP^® practitioner or a candidate for CFP certification.
• You are a CFP^® professional who has held the designation for three years or less.

Residency Scholarship

The FPA Residency Scholarship, funded by a grant from the Foundation for Financial Planning, demonstrates FPA's commitment to lifelong learning and growing the next generation of financial planners. This scholarship also demonstrates the organizational commitment to develop and deliver pro bono financial planning services to the public in need.

To be awarded an FPA Residency Scholarship, each applicant will have demonstrated their efforts to deliver pro bono services. While FPA is especially looking at pro bono work in financial sectors, people with contributions in other areas are also encouraged to apply. FPA will select the most deserving candidate(s) based on applicant responses.

• Residency Scholarship Application (PDF | 32KB)