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Building Financial Planning Experience, Mentor Relationships with FPA Residency 2015 in October
DENVER – Financial planners who are newly minted, or soon-to-be, Certified Financial Planner™ (CFP
) professionals, can develop a solid foundation for the careers with the right experience. The Financial Planning Association
), the principal association for CFP
professionals, is pleased to offer a one-of-a-kind experience for newer financial planners through FPA Residency 2015.
FPA Residency 2015
, to be held Oct. 2-7 at the Inverness Hotel and Conference Center in Denver, Colo., provides a limited number of "residents" an exclusive opportunity to experience real financial planning scenarios and learn from preeminent thought leaders in the profession.
Led by a faculty of highly experienced and nationally known financial planners, FPA Residency 2015 is an intensive case-study based learning approach that develops the skills required to become a confident and competent practitioner. Kyra Morris, CFP
, EA, founder of Morris Financial Concepts, Inc. in Mt. Pleasant, S.C., will serve as FPA Residency Dean. In 1985, Morris was one of the founders of the South Carolina Society of the Institute of Certified Financial Planners and has served on the national board of the Institute of Certified Financial Planners and the Certified Financial Planner Board of Standards, Inc.
Joining Morris are five well-known and respected practitioners who will serve as mentors to personally lead the case studies and work directly with residents to hone the "softer" skills that all competent financial planners need. This year's mentors include:
· Sandra Bragar, CFP
, of Aspiriant in San Francisco, Calif.
· Elissa Buie, CFP
, of Yeske Buie in Vienna, Va.
· Jonathan Guyton, CFP
, of Cornerstone Wealth Advisors, Inc. in Edina, Minn.
· Nicholas Nicolette, CFP
, of Sterling Financial Group in Sparta, N.J.
· Dr. David Yeske, CFP
, of Yeske Buie in San Francisco, Calif.
"The FPA Residency program is unique because it focuses on real-life interactions with people and meaningful presentations that create trust, long-term relationships and a desire to implement," says FPA Residency Dean Kyra Morris, CFP
The six-day program will begin with an orientation followed by a deep exploration of three case studies that includes role playing with mentors. Panel discussions with mentors on various client interaction issues and team breakout sessions will review client facts and profiles while developing pertinent client questions and case solutions. Teams will present case studies to mentors and general/rap sessions will be held on some of the more pressing practice management issues facing new planners.
Attending residents can earn 28 Continuing Education (CE) credits
three-months experience toward the CFP Board's three-year experience requirement. Those interested in attending must meet one of the following criteria:
Completed the required CFP Board-registered program and are eligible to sit for the CFP
Newly minted CFP
professional or a candidate for CFP
professional who has held the certification for three years or less.
"FPA is committed to helping CFP
professionals no matter their background or business model become the best practitioners they can be, "says FPA Executive Director/CEO Lauren M. Schadle, CAE. "The program that Kyra and our mentors are developing is exceptional and will go a long way to helping our residents create a professional foundation that will serve them and their clients well now and in the future."
Registration is now open for FPA Residency 2015, but space is limited. Those interested in learning more can visit
Denver, CO 80203