Financial Planning Residency Program, The University of Georgia

Financial Planning LogoThe mission of the Financial Planning Association® (FPA®) Residency Program is to engage, inspire, and empower new financial planning practitioners to be confident in their ability to create meaningful relationships with their clients using the financial planning process.

Program participants (i.e., Residents) receive intense mentoring from top financial planners from around the country and earn 3 months toward the CFP® work experience requirement or 28 hours of CE in just one week! 

Date: 
Sunday, July 14, 2013 - Friday, July 19, 2013
Schedule: 

Sunday, July 14
2:30pm Registration
3:00pm Program begins

Friday, July 19
2:00pm Program ends 

Location: 
UGA Hotel and Conference Center
1197 South Lumpkin Street, Athens, GA 30602
United States
Cost: 

PROGRAM FEES (Room & Board included)
Your registration will not be processed until payment is received.  

  • FPA Member Early-Bird Rate (on or before June 14) – $3,200
  • FPA Member Regular Rate (after June 14) – $3,400
  • FPA Non-member Rate – $3,800

Note: Space is limited to maximize the personal experience of this program. Register Early!

Event Cancellation Policies
(1) A cancellation received by 5:00 p.m. ET on or before July 8, 2013, will be refunded, minus a $35 processing fee. No refunds will be issued thereafter; substitutions will be allowed. (2) To change or cancel your registration, call 800-884-1381, Monday through Friday, 8:00 a.m. to 5:00 p.m. ET. (3) If an event is cancelled for any reason, The Georgia Center will not be responsible for any charges related to travel.

Hotel Costs: 

Your registration fee includes your hotel room. Your hotel reservation will be made for an arrival date of July 14, 2013 and a departure date of July 19, 2013. A hotel confirmation will be sent to you within 10 business days of receiving your paid program registration fee.

If you need additional hotel room nights, please call our hotel reservation desk at (706) 542-2134 to ask if they can extend your stay (credit card required).

Contact information: 

Registration Contact:
(706) 542-2134
(800) 884-1381
registration [at] georgiacenter [dot] uga [dot] edu

Program Contact:
Kyra Morris, CFP®
Phone: 843.884.6192 or 888.783.2400
Email: kyra [dot] morris [at] mfcplanners [dot] com 

Joe Goetz, Ph.D. 
Phone: 706.542.2066 
Email: goetz [at] uga [dot] edu 

Special Needs

If you require special services, contact Jean Mann at Jean [dot] Mann [at] georgiacenter [dot] uga [dot] edu or (706) 542-2236 by July 8, 2013. Dietary restrictions should be indicated on the registration form or during the online registration process.