In this conversation, we talk with Jon Yankee, CFP®, Dean of the Spring 2025 FPA Residency Program. We explore what makes this immersive, week-long experience a defining moment for next-generation financial planners, and dive into what Residency is all about, what participants can expect—from real-world case studies and hands-on role play to expert feedback and mentorship—and how it helps bridge the gap between technical knowledge and true client-centered planning. Whether you're early in your journey or looking to support the next wave of planners, this episode offers a compelling look at one of FPA’s most impactful programs.
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