Upcoming Events & Training at the Financial Transitionist® Institute

FTI/SMI 23rd Annual Conference

Registration is now open for all CeFT® & non-members.

Conference will be held at the West Palm Beach Marriott.

November 6th thru 8th 2023 

See you in beautiful sunny West Palm Beach, Florida

Early Early Bird Pricing!

REGISTER NOW!

 

Become a CeFT® 

Learn a universal, repeatable process and tools for managing the human dynamics of financial change with this advanced certification in life transitions. 

Next Training Starts: 

June 21st 2023

LEARN MORE...

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®.

BOOK A CALL, LET'S TALK!

Become a Certified Financial Transitionist®

Core
Training

Complete in 12 months

Learn More

Access
Training

Complete at your own pace

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?

➤ Do you feel like there is something missing from your training?

➤ Are you haunted by the feeling that you should know more and do more?

➤ Can you describe and consistently deliver a unique experience?

➤ Are you keeping up with your clients changing lives?

➤ Do you have credentials that sets you apart?

WE CAN HELP

 

CORE TRAINING

Learn the fundamentals of Financial Transitions Planning.

Core is shorthand for our yearlong Certified Financial Transitionist® training program. This includes skill building, tools, and experiential learning.

Learn More

 

ACCESS TRAINING

Learn the Foundations of Financial Transition

Access Training breaks our 12-month Core training program into three levels, allowing you to complete the full program at your own pace, 4 months at a time!

Learn More

 

Take any 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?

 

JOIN US NOW

Listen to >>

Have any Questions?

📧 [email protected] 

BOOK A CALL WITH SUSAN BRADLEY