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FPA Residency

June 8, 2018 @ 8:00 am - June 13, 2018 @ 5:00 pm

The highly acclaimed Financial Plan​ning Residency Program builds experience in real financial planning scenarios and establishes mentor relationships with preeminent thought leaders in the profession for new certified financial planners or soon-to-be CFP® professionals.​ Residents learn how to best communicate with clients through roleplaying with mentors and peers to be fully prepared for challenging life situations with clients. Additionally, participants can earn 28 CFP continuing education credits or three-months experience toward CFP Board’s three-year requirement.

Click here for more information and registration.


June 8, 2018 @ 8:00 am
June 13, 2018 @ 5:00 pm