
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):