Authentic Intelligence™ Webinar Series
The fusion of the human and the technical sides of financial planning.
September 27th 2023 at 1:00pm ET
Become a CeFT®
Advanced Certification in Life Transitions.
Learn a universal, repeatable process and tools for managing the human dynamics of financial change.
November 16th 2023 4:00 PM EST
FTI/SMI 23rd Annual Conference
Registration is now open for all CeFT® & non-members. The conference will be held at the West Palm Beach Marriott.
November 6th thru 8th 2023
The Stakes Are High In Financial Transitions, When Decisions Shape Life.
We provide the mindset, tools and community to go beyond traditional training and life planning to become a Certified Financial Transitionist®.
Become a Certified Financial Transitionist®
Advanced Certification in Life Transitions.
Learn a universal, repeatable process and tools for managing the human dynamics of financial change.
Core Training
12 month Virtual Training Course
While managing money is one thing, managing major life change is entirely different.
The two sides of money (technical and personal) are equally important and equally complex. The personal side drives decisions, especially during life transition events.
Traditional training covers the technical side while the Financial Transitionist® Institute (FTI) provides equally important and complex training on the personal side of life transitions.
Starting November 16th 2023 at 1:00pm ET
LEARN MORE...We Believe There Are Two Sides of Money
The technical side and the personal side. Both sides are equally important and complex but it is the personal side that drives decision-making.
We know that you have spent significant time and money to develop your excellent technical skills.
And it’s frustrating to find that it's the personal side that gets results!
Does This Sound Like You?
WE CAN HELP...
Core Training
12 month Virtual Training Course
While managing money is one thing, managing major life change is entirely different.
The two sides of money (technical and personal) are equally important and equally complex. The personal side drives decisions, especially during life transition events.
Traditional training covers the technical side while the Financial Transitionist® Institute (FTI) provides equally important and complex training on the personal side of life transitions.
Starting November 16th 2023 at 1:00pm ET
LEARN MORE...Take the training with us and you will find it goes beyond coursework with hands-on-practice of the material.
You’ll get personal feedback from FTI trainers and become a part of a strong community of likeminded advisors from around the world.
Every Financial Advisor says they work with clients in transition.
What makes you different?
Members Testimonials
What Our Members Say About Core Training (Virtual Training Course):
When looking for tools and processes to help clients with the personal side of money, I could think of no better training opportunity than that which is offered through the Financial Transitionist Institute. An important added benefit is the community and fellowship aspects of the training, too.
- Moira Somers, PhD, C.Psych
Author of ‘Advice that Sticks’
The CeFT training that not only I, but my colleagues at Omega have received helps us work more collaboratively together while bringing in the 21st century planners communication and relationship skills that clients are looking for and now the CFP Board recognizes are needed for the future
- Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Founder & President of Omega Wealth Management
Like many advisors, I did not get the human side of training in becoming a CFP or CDFA, yet the skillset is critical for advisors to work with clients in difficult situations. The CeFT training is perfect to fill in the gap and definitely made me more confident, empathetic and effective in working with divorcees.
CeFT training provided me with a solid understanding of when someone is navigating a major life transition. Recognizing they are working with an advisor who is experienced and trained to help divorcees, my clients feel validated and relieved, they gain more clarity about what to do and what to expect, they can trust me as their thinking partner and voice of reasoning.
- Linda Cao CFP®, CeFT®
President of Silver Oak Wealth Advisors
Divorce planning is hard and important work. My CeFT training makes divorce planning easier and more productive for my clients and for me.
The CeFT training is valuable/invaluable when it comes to clients understanding their numbers, their options and making the decisions they need to make to get beyond their divorce to start their next life chapter.
- Carol Khouri, Wingate Wealth Advisors, CFP®, CDFA™ , CeFT®
The SMI training has given me greater insight to my clients’ transitions and allowed me to be more present as we move through life together.
- Roger A. Shake, CFP®, RLP®, CeFT®
The training had added the most needed ingredient in the financial planning process.
- Norm Politziner CFP®
President of NJP Associates
SMI training changed my client conversations. It provided me with confidence to address topics outside of technical financial planning and gave me tools how to carry the conversation. Being a (long-time) member makes sure I keep these skills sharp and continuously refreshed.
- Anja Luesink, CFP®, RLP®, CeFT®
Our divorcing clients say we make things so easy! There is so much less overwhelm, they feel taken care of, the trust created is such a bond. I speak their language and use so many one-pagers, not volumes of financial reports! I can say that this training has helped me be more confident, efficient, and human.
- Kristina George CFP®, CDFA™ CeFT®
Northstar Financial Planning
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