​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​FPA Residency Program
Residency Home​ Course Co​ntent​ Program Benefits​ ​Fees & Housing​October Registration​​​​ Sold Out​​

FPA Residen​​cy Progra​​m​​​ October ​​​2018

Octob​​​er 19 - 24, 2018
The Hilton Denver Inverness​  |  Englewood, Colorado​​​​​
Program is Sold Out

​Please call us to join the waiting list for future programs: 800-322-4237​

2019 Dates 
June 7 - 12  |  October 25 - 30 
Hyatt Regency Aurora-Denver Conference Center​ ​
​Registration Coming Soon

​​​About FPA Residency​ Program

Our highly acclaimed FPA 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 role-playing 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 of experience toward CFP Board's three-year requirement. 

Learn more | Watch Webinar Below
FPA Residency: 6 Days that will Change Your Life ​​​​​​


"I didn't know what to expect. It's been cool.
At first, we were scrambled and by the end we came together as a team.
I wish I did this training 10 years ago!"

 – Brian, 2017 FPA Resident​



  • You have completed the required CFP® Board-registered program and are eligible to sit for the CFP® Certification Examination.
  • You are a CFP® professi​onal who has held the designation for three years or less. ​​​​

​​FPA Residency 2018 


Advance Registration 
(Ends August 20)
Full Registration​ 


FPA Residency 2018 D​​ean and Mentors

Led by a fa​​culty 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. 

"The mentors really made this experience worthwhile.

It's impressive to see the service-minded people in this profession."

– Steven, 2017 FPA Res​​​ident​​

October​ 2018 Dean

Kyra.jpgKyra 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 MagazineMutual 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.​

October 2018 Mentors​

Kyra.jpgLaurie A. Belew, ​MBA, MS, CFP® is a partner and senior financial adviser at FJY Financial. She was included in Investment Advisor’s “Five to Watch” list of visionaries and business builders who are influential now and may well be in the future. Financial Advisor magazine named Laurie one of “10 Young Advisor to Watch” in 2014. She was named to the Investment News list of “40 Under 40,” which featured the best and brightest professionals among the financial advice industry’s up-and-comers. She has been repeatedly recognized in Northern Virginia Magazine’s list of top financial advisers and has spoken at a number of industry events.

Kyra.jpgKacy Gott, CFP® has been a financial planner since 1995. He has a passion for comprehensive financial planning services and strives to create a unique and inspiring decision-making environment for each client. Kacy is active in the profession and as an educator, having served on the national Board of Directors of the Financial Planning Association and currently serving as Chair of the Board of Trustees of the Foundation for Financial Planning. He also served on and chaired the Council of Education of the CFP Board. Kacy has taught financial planning at UC Berkeley Extension and Golden Gate University and has mentored new professionals in the FPA Residency program. He is a national recipient of the Heart of Financial Planning award.​
Kyra.jpgSabrina Lowell, CFP® was part of the inaugural Investment News 40 under 40 list in 2014 and is a recipient of the FPA Heart of Financial Planning Award. She chaired the FPA Annual Conference (2013). She chaired the FPA NorCal Conference (2010, 2011), served on the Consumer Advisory Group and the Professional Development Advisory Group task forces. Lowell has been quoted in The Wall Street Journal’s Smart Money Magazine, The Wall Street Journal’s Voices, CNNMoney.com, CFAInstitute.com, Talkin​g Money with Jean Chatzky, Dow Jones News Wire, Money Magazine, Financial Planning Magazine, Investment News, AdvisorMax.com, Today’s Advisor, Investment Advisor and the Journal of Financial Planning.

Kyra.jpg Nicholas Nicolette, CFP® is a founder and principal of Sterling Financial Planning, Inc. (SFPI), an Independent SEC RIA. He has been a CFP® professional since 1984. In addition to serving as a Dean for the FPA Residency Program, Nicolette served as President for the association in 2007. Nicolette was honored in 2011 by both the National FPA and FPA-New Jersey with the Heart of Financial Planning Award. He was also privileged to be the first person from FPA to appear before the U.S. Senate Special Committee on Aging.

Kyra.jpgMichael Smith, CFP® is a Senior Vice President and shareholder of RTD Financial Advisors, Inc. headquartered in Philadelphia, PA., and manages the branch office in Atlanta, Georgia. He has been active in the financial planning profession since 1986 and a CFP licensee since 1989. In July 2015, AdvisoryHQ selected the Atlanta office of RTD Financial Advisors, Inc. as one of the Top 10 Financial Advisors & Wealth Managers in Atlanta, GA. In June of 2015, Financial Times named RTD as one of the Top 300 Registered Investment Advisors in the U.S. In 2011, NABCAP recognized the Atlanta office of RTD Financial Advisors, Inc. as one of the elite advisory practices in greater Atlanta area.​


June 2018 Dean and Mentors

Yeske.Residency.jpg 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 Plan​ning. 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.


KBlodgett.jpgKaren Blodgett MBA,CFP® joined Aspiriant as an Associate Financial Planner in 2003, and in January 2008 she was named Principal and elected to Aspiriant’s Board of Directors. Prior to entering the financial planning profession, Karen worked in marketing for several major packaged goods organizations including PepsiCo and Nestle, as well as Bay Area start-ups Excite@Home and Sega.com. Karen is a member of the Financial Planning Association, previously serving on the San Francisco chapter’s Board of Directors and is currently leading their scholarship program as part of the Career Path Committee. Karen attended Dartmouth College and completed the Personal Financial Planning Program at University of California-Berkeley in June 2003 and earned her Certified Financial Planner® credential in May 2005.


diane_bourdo_banner.jpgDiane Bourdo, CFP® joined The Humphreys Group in 1989, became a Principal in 1993, and have been President since 2005. During the last 25-plus years I have been extensively involved in all aspects of our work with clients, tackling investment and financial planning issues. I am particularly passionate about helping women get smarter about money. As a member of the Financial Women of San Francisco, I am actively involved in its scholarship committee, interviewing female undergraduate and graduate students who are interested in careers in finance. A member of the Financial Planning Association, I participate on the pro bono committee that provides financial planning to underserved communities.  


Richard Busillo Resized.jpgRichard J. Busillo, CFP®, AIF®, RPA is Chairman and CEO of RTD Financial Advisors, Inc.  Mr. Busillo joined RTD in 1986 and provides financial planning and investment advisory services to business owners, professionals and retirement plan sponsors. Prior to joining RTD, he was a Regional Manager with CPI Pension Services, Inc., a national pension consulting firm. A CERTIFIED FINANCIAL PLANNER™ practitioner, Mr. Busillo is a graduate of Thomas Edison State University and completed the CFP® professional Education program with the College for Financial Planning. Mr. Busillo is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the American Society of Pension Professionals & Actuaries (ASPPA) Benefits Council of Greater Philadelphia.


Gregg Clarke Headshot.jpgGregg Clar​ke, MBA, CFP® is founder of Meritas Wealth Management, LLC, has been a financial advisor since 1990. He has a passion for comprehensive financial planning services with an emphasis on goal setting, investments, asset allocation, and retirement planning. Gregg also works with many clients in the area of employee stock option planning. Gregg's undergraduate degree is in Mechanical Engineering from the University of California at Davis. Gregg is past President of the Financial Planning Association (FPA) of San Francisco and continues to serve on the Programs Committee. He currently serves on the board of the Community Media Center of Marin as Vice Chair and he also is an adjunct professor in the Masters in Financial Planning program at Golden Gate University in San Francisco.


Jon Yankee photo.jpgJon P. Yankee, MBA, CFP®, founded FJY Financial in January of 2006 with Marjorie Fox and Dan Joss. For the second year in a row, Jon was recently named the top vote-getter for fee-only financial planning in Washingtonian magazine's list of "Top Financial Advisors". Jon was an original member of the CNBC Digital Financial Advisor Council, a group of 20 wealth management professionals from around the country who provide their insights and perspectives to CNBC's digital offerings. Jon is also a former member of the Board of Directors of the FPA - National Capital Area chapter, most recently serving as chair of its Public Relations/Media Committee.  He is a former member of the Board of Directors of the Northeast/Mid-Atlantic Region of the National Association of Personal Financial Advisors (NAPFA) and is a NAPFA-Registered Financial Advisor.


​​Learn More About FPA Residency 

 Read this Financial Advisor article.