FPA - Financial Planning Association

01/21/2026 | Press release | Distributed by Public on 01/21/2026 07:07

Registration for the FPA Spring 2026 Residency Is Open

An experiential, intensive learning program designed to instill confidence and build critical skills for new and soon-to-be CFP® professionals.

DENVER (January 22, 2026) - On June 12, the Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process, will commence its FPA Spring 2026 Residency program. FPA is the only organization to curate such an experiential and immersive learning opportunity for new or soon-to-be CFP® professionals.

Anyone who has completed their CFP Board-registered program and is eligible to sit for the CFP® exam, or has already done so, can participate in FPA Residency. This week-long, interactive learning experience is designed for 35 participants to receive individualized feedback while building confidence and skills to serve clients. Registration for the spring cohort opened on January 12, 2026.

"I became a member of FPA while I was in college, so I know the value of connecting with seasoned financial planning professionals. FPA Residency makes those connections and learning what it means to be a financial planner a reality," said Dennis J. Moore, CFP®, FPA chief executive officer. "With the caliber of talent we have leading FPA Residency, this is something all new and aspiring CFP® professionals should be leaping at the chance to be a part of. It can truly jump-start a planner's career."

Kathy Longo, CFP®, CAP, CDFA, founder of Flourish Wealth Management, is the dean of the spring session. During FPA Residency, residents participate in three progressive case studies in small groups, receiving in-the-moment, individualized feedback as they role-play and work through real-life financial planning scenarios. After Residency, participants receive 28 CFP® continuing education (CE) credits or three months of experience toward their CFP Board three-year requirement.

"FPA Residency is one of the strongest examples of how FPA and the profession can support the next generation of financial planners," said Kathy Longo, CFP®, dean of FPA Spring 2026 Residency. "It's an honor to lead the only residency program where budding CFP® professionals are immersed in the art of financial planning for a week in a safe, learning environment."

FPA Residency takes place twice each year in the spring and fall. The fall session starts on October 16. To be held at the Hyatt Regency Aurora-Denver Conference Center in Aurora, Colorado, early bird registration is open for FPA members ($3,400) and nonmembers ($4,000). The fee covers five days of lodging, breakfast, lunch, dinner, snacks, and refreshments in addition to the intensive educational opportunity.

Learning is one of the core pillars of FPA, and the organization offers a variety of opportunities for its members to learn via educational programs and its new FPA® Competency Model™.

For more information about FPA residency program, visit www.fparesidency.org.

###

About the Financial Planning Association
The Financial Planning Association® (FPA®) is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is the CFP® professional's partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org.

FPA - Financial Planning Association published this content on January 21, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on January 21, 2026 at 13:07 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]