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
October 26-31, 2008
University of California — Irvine
Lake Arrowhead, California
Dean: Elissa Buie, CFP®
Mentors: Barbara C. Attardo,
CFP®; Jim Johnson, CFP®; John S. Longstaff, CFP®;
Kyra Hollowell Morris,
CFP®; EA; David B. Yeske, CFP®
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.
Hardcopy Registration
- Residency Registration Form (PDF | 29KB)
Residency Scholarship
The FPA Residency Scholarship is 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. The scholarship is targeted toward individuals who provide pro bono financial planning services to people 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 work pro bono work in financial sectors, persons with other contributions are also encouraged to apply. FPA will select the most deserving candidate(s) based on applicant responses.
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Residency Scholarship Application (PDF | 32KB)
