FPA Residency Program 2019
What is FPA Residency program?
It's a highly acclaimed, intensive, week-long, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors, program participants—or residents—spend their days role-playing and working through real-life financial planning scenarios.
With the end goal of building the confidence and skills needed to create meaningful relationships with clients, residents gain a deep understanding of how to “do” financial planning, and more importantly, what it means to “be” a financial planner for their clients. Additionally, participants can earn 28 CFP continuing education credits or three months of experience toward CFP Board's three-year requirement.
Who attends the program?
- Anyone who has completed the required CFP Board-registered program and is eligible to sit for the CFP Certification Examination.
- Anyone who is a CFP® professional and has held the designation for three years or less.
- Anyone who is a CFP® professional who holds the designation and is either:
- Not practicing financial planning for a period of time;
- Not doing client facing financial planning;
- Or wants more training doing the comprehensive, client-centered approach to financial planning.
FPA Awards FPA Residency 2019 Scholarship
FPA is pleased to announce Victoria L. Roberts, CFP®, CDFA of Irving, Tex. as the recipient of the FPA Residency 2019 Scholarship. To honor the legacy of Richard B. (Dick) Wagner, the scholarship supports aspiring professionals who are committed to the CFP® designation and the practice of financial planning. The merit-based scholarship recipient earned a complimentary registration and travel expenses to FPA Residency 2019 in October.
Victoria L. Roberts, CFP®, CDFA is on a mission to help elite business professionals protect and grow their savings to ensure a prosperous future. She brings a wealth of experience and knowledge to her role as a ﬁnancial adviser. Roberts has more than 20 years of professional experience, which spans from business consulting, strategic planning, business development, operations leadership, comprehensive ﬁnancial planning, and investment management. Her focus is on helping and guiding busy professionals in achieving what is most important to her clients. She uses a simple yet established ﬁnancial planning process to develop strategic solutions to help guide her clients through life’s transitions and toward a ﬁnancial goal.
If you have questions about whether the program is an ideal for you, please contact Jill Clateman, director of learning.
"At FPA Residency, you're surrounded by pioneers of the profession who are looking to say,
'This is how we've gotten here and we want you to continue to carry the torch.
We're going to tell you what we can and then we're going to foster [your career] going forward.'"
—Ian H., CFP®, FPA Residency resident