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Residency Program

Business professionals who might be eligible for FPA's Residency ProgramFinancial Planning Residency Program

Our highly acclaimed Financial Planning Residency Program offers an intensive client-centered training experience using comprehensive and detailed case studies. Residency participants are eligible for 28 hours of CFP® Board continuing education credit or three months of financial planning work experience.

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


Upcoming FPA Residency Programs

July 14-19, 2013
University of Georgia
UGA Hotel and Conference Center
Registration and Program Information

October 13-18, 2013
University of California - Irvine
Lake Arrowhead, California
Registration and Program Information

 

October 12-17, 2014 
University of California - Irvine
Lake Arrowhead, California

 

October 25-30, 2015 
University of California - Irvine
Lake Arrowhead, California

 

 

Requirements

  • You have completed the required CFP® Board-registered program and are eligible to sit for the CFP® Certification Examination.

    OR
  • You are a newly certified CFP® practitioner or a candidate for CFP® certification.

    OR
  • You are a CFP® professional who has held the designation for three years or less.

 

Scholarship

The FPA Residency Program 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.

Additional scholarships may be provided through your local FPA chapter. Please contact your local chapter leader for more information.


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