Industry Leaders to Present Innovative and Unique Boot Camp Training for Financial professionals

For Release: July 14, 2011

DENVER– The Financial Planning Association^® (FPA^®) today announced that the upcoming FPA Residency Program 2011 has sold out. Taking place Oct. 23-28, 2011, at the University of California – Irvine Extension, the acclaimed six-day program will offer financial planning professionals an intensive client-centered training experience using comprehensive and detailed case studies. The program will be offered again in 2012.

Participants in the program are eligible for 30 hours of CFP Board continuing education credit or three months of financial planning work experience. The training will emphasize skill sets necessary for building and maintaining lasting and productive client relationships. The program is limited to newly certified CFP^® practitioners, candidates for the CFP^® certification, or CFP^® professionals who have held the designation for three years or less.

“The FPA Residency Program offers CFP professionals a unique opportunity to gain continuing education credits while learning from some of the most respected individuals in the industry,” said Marvin W. Tuttle, Jr. CAE, FPA executive director and CEO. “This year’s program offers tremendous, hands-on educational opportunities in a one-of-a-kind environment. 

Industry leaders with a combined 136 years of experience will serve as program mentors and instructors, by presenting a series of complex scenarios challenging participants with valuable lessons on providing meaningful financial planning services to a wide range of clients. Kyra Morris, CFP^®, EA, will serve as dean, leading the team of mentors that include: Harvey Ames, CFP^®, ChFC, CLU, AIFA; Elissa  Buie, CFP^®; Richard Busillo, CFP^®, AIF^®, RPA; Debbie Grose, CFP^®; and John Longstaff, CFP^®.

More information about the FPA Residency Program 2011 can be found by visiting the University of California – Irvine website.

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