FTI/SMI Mid-Year Conference

Registration is now open for all CeFT® & non-members. The conference will be held at the Walt Disney World Swan Resort, FL

March 23rd 2024 - 25th 2024 

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Become a CeFT®  

Advanced Certification in Life Transitions.

Learn a universal, repeatable process and tools for managing the human dynamics of financial change. 

2024 CORE TRAINING GROUPS - NOW OPEN FOR REGISTRATION

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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®.

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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 FTI provides equally important and complex training on the personal side of life transitions.

Starting March 19th 2024 at 11:00am ET 

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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 client's changing lives?
 
➤ Do you have credentials that sets you apart?

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 FTI provides equally important and complex training on the personal side of life transitions.

Starting March 19th 2024 at 11:00am 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?

JOIN US NOW

Members Testimonials

What Our Members Say About Core Training (Virtual Training Course):

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Have any Questions?

📧 Email [email protected] 

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