About FPA Residency
Our highly acclaimed Financial Planning 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.
You have completed the required CFP® Board-registered program and are eligible to sit for the CFP® Certification Examination.
You are a CFP® professional who has held the designation for three years or less.
FPA Residency 2018
|Advance Registration |
(June Ends April 9; October Ends August 20)
|Full Registration |
(For June and October)
FPA Residency 2018 Deans
Led by a faculty of highly-experienced and nationally-known Deans and Mentors, FPA Residency is an intensive case-study based learning approach that develops the skills required to become a confident and competent practitioner. Dave Yeske, CFP®, DBA will serve as Dean for the June program.
June 2018 Dean
Dave Yeske, CFP®, DBA, holds a doctorate in finance from Golden Gate University, as well as an MA in Economics and a BS in applied economics from the University of San Francisco. He has been practicing financial planning since 1990. Yeske is a past chair of the Financial Planning Association and is the current practitioner editor of the Journal of Financial Planning. He previously chaired the FPA PAC, Research Center Team and Academic Advisory Council. He is also a long-time mentor and now dean in the FPA Residency Program. Yeske received the FPA Heart of Financial Planning award in 2012. He holds an appointment as distinguished adjunct professor in Golden Gate University's Ageno School of Business, where he has taught for over 20 years and is director of the University's financial planning program, home of the first ever MS in Financial Planning degree since 1980.
October 2018 Dean
Kyra Morris, CFP®, EA began her financial planning career in 1983 and founded Morris Financial Concepts in 1987. Morris seeks to enrich clients lives by using her experience and skills in wealth and investment management. She is one of the founders of the SC Society for the Institute of Certified Financial Planners in 1985. She has served in a national position on the board of the Institute of Certified Financial Planners, and the CFP Board of Standards, Inc. Morris has been named six times by Worth Magazine, Mutual Fund Magazine and Bloomberg Wealth Management as one of the top financial planners in the country. In addition, Dow Jones Investment Advisor featured her on their cover, and Financial Planning Magazine named her one of the "Movers and Shakers" in the profession.
Read this November 2016 Financial Advisor article for more information.
Learn More About FPA Residency