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Financial Planning Association (FPA) Residency Program

Engage. Inspire. Empower.

October 12-17, 2014
Lake Arrowhead, CA

2014 FPA Residency Program has been canceled.

Program Fees
FPA Member Rate $3,200
Non-member Rate $3,800

The FPA Residency Program is an intensive, weeklong program that bridges the gap between technical financial planning knowledge and understanding the financial planning process in the real-world.

The strength of this unique program is drawn from experienced CFP™ practitioners who mentor participants throughout the week, providing valuable insight and expertise across the spectrum of client relationships and service.

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

Call Francine Berg with specific program questions, (949) 824-4661.

"The energy and excitement for financial planning that the mentors have is contagious. I feel more energized to go out and really focus on my clients."
   –  Sandy Wenker, CFP®, CPA

"The Residency experience provides insight into the 'real world' practice of financial planning."
   –  Gabrial J. Markiz, CPA, 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.

CFP® Board Continuing Education Credit

Residency participants are eligible for 28 hours of CFP Board continuing education credit or three months of financial planning work experience.

  • To receive CE credit, the FPA will submit student's eligibility to the CFP Board.
  • To receive work experience, the student will need to submit that information directly to the CFP Board.

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