Gain confidence in your client interviewing, listening and presentation skills. Develop better overall client-planner relationship skills. Learn to think and feel like a CFP professional. The FPA Residency Program draws its strength from the use of experienced CFP practitioners known in our program as mentors. Mentors work closely with participants throughout the week, providing valuable insight and expertise across the spectrum of client relationships and service.
All mentors are highly respected and successful professionals in the financial planning field.
In addition to being CFP certificants, they also hold designations such as Certified Life Underwriter, Certified Public Accountant, Chartered Financial Analyst and Doctor of Jurisprudence. Plus, they ll share their techniques for building lasting relationships with clients. Drawing on their experience will truly open doors for you. Calif. Ben Coombs, CFP, CLU, has spent 39 years in the financial services profession with experience in life and health insurance, variable annuities and real estate securities, and he earned his CFP certification in 1973. I appreciate the opportunity to be a part of a program that helps nurture the next wave of financial planning professionals.