Upcoming Events at FTI/SMI

Hurricane Do-Over Conference

It was great to be together, then the Hurricane blew us away... the silver lining is a virtual do-over.
You will get the original conference plus 5 new sessions packaged into a 15-hour virtual format over 5 days with 15 hours of CFP CE Credits, all recorded for long term access.

December 1st, 2nd, 5th, 14th & 15th 2022

1:00 PM ET - 4:00PM ET

YES! I WANT TO ATTEND THE DO-OVER!

2023 Mid Year Conference

This Mid Year Conference is to Learn about the Business of Being a CeFT®

*Save The Date*

March 18th 2023 - March 20th 2023

San Antonio Texas

SAVE THE DATE!

Core Training  

One year of on-demand trainings, live “experience” calls, intensive casework, role play, and in-person collaboration with the most engaging community of forward-thinking professionals in our industry.

First Course Starts: February 7th 2023 

2023 SESSION - OPEN NOW!

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!

Certified Financial Transitionist® Training Two Options

Core
Training

Complete in 12 months

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Access
Training

Complete at your own pace

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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 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.

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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.

"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

 

Every Financial Advisor says they work with clients in transition.

 

What makes you different?

 

JOIN US NOW

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Have any Questions?

📧 [email protected] 

BOOK A CALL WITH SUSAN BRADLEY