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®.
Become a Certified Financial Transitionist®
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 MoreACCESS 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 MoreTake 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?