Yes. This is the complete 6-month CORE Certification Program. Participants complete pre-work, attend the in-person workshop, participate in monthly cohort calls, complete assignments, and sit for the certification exam.

This program is designed for:

• Financial professionals seeking certification in transition planning
• Advisors looking to deepen client engagement skills
• Professionals returning for a refresher or reboot
• Teams seeking a shared framework for navigating client transitions

Whether you are new to the methodology or looking to strengthen your existing skills, the program provides both foundational learning and practical application.

Participants receive:

• Pre-work and foundational learning materials
• Three-day immersive in person workshop experience
• Monthly cohort calls with experience trainers 
• Practice cases and exercises
• Financial Transitionist® tools and protocols
• Exam preparation support
• Certification examination eligibility
• CFP CE Credits 

Yes. The workshop is a required component of the certification process.

The workshop provides hands-on learning, role-playing, case studies, and practical application of the Financial Transitionist® tools and protocols. Participants leave with approximately two-thirds of the tools introduced and practiced, creating the foundation needed for successful implementation during the remainder of the program.

The Financial Transitionist® methodology is adaptive and experiential. While the tools themselves can be learned through reading, effective implementation requires guided practice, feedback, and real-world application.

The workshop gives participants the opportunity to:

• Practice the tools in real-life scenarios
• Learn the protocols and process flow
• Receive coaching from trainers
• Build confidence before applying the tools with clients

In person workshop-only attendance may be available for select groups. However, the workshop alone does not provide certification.

The certification pathway requires completion of the full 6-month program, including cohort participation, assignments, and examination.

You do not need to be a CFP® professional to participate.

Professionals with other qualifying financial designations may be eligible if they operate under appropriate supervision or regulatory requirements. Those who do not meet credentialing requirements may still participate and use the Financial Transitionist® designation where applicable.

• You will begin learning and practicing tools during the workshop. Many participants start integrating certain concepts immediately.

  The six-month program is designed to help you gradually build competency, develop standard operating procedures, and confidently integrate the tools into your client work.

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The tools are only one part of the methodology.

The true value comes from the training, understanding when, why, and how to use them within a client's transition journey. The training teaches the adaptive framework, process, and integration strategies that allow professionals to use the tools effectively and confidently.

Several of the tools have already been approved by compliance departments at various firms. However, compliance requirements vary by organization.

Participants should work with their firm's compliance department regarding the implementation of client-facing tools and materials.

Our training program allows you to receive 35.5 CE credits from the CFP Board upon completion of the program. 

Upon successful completion of the program and examination, you will earn the appropriate credential and may begin using it in accordance with program guidelines.

To maintain your credential, you must:

• Pick your membership level 
• Remain in good standing
• Complete annual continuing education requirements
• Earn a minimum number of FTI-approved CE credits (including at least 5 credits through FTI)

FTI also offers continuing education opportunities, including CFP® CE and Ethics credits.

Organizations such as NAPFA and ChFC® programs may recognize continuing education credits; however, participants are responsible for submitting CE documentation according to their organization's requirements. 

Participants in good standing may have access to co-branding opportunities for select client-facing tools and resources.

Current 12 month CORE participants may qualify for special pricing to attend the workshop and deepen their practical application of the material.

Contact us at info@financialtransitionist.com if you are interested in attending the workshop. 

Individuals returning to complete their certification may qualify for a reboot or re-entry option. Contact us for current pricing and eligibility.

Money is often seen as one-dimensional, but it has two sides—the technical and the personal. When it comes to managing money responsibility, both of these sides play an important role. On the technical side, you need to know the details when managing finances. For example, you need to know everything from budgeting to taxes and investing to how to make smart decisions. 

However, on the personal side, there’s also a lot in play; understanding a client’s motivations, needs, and habits require additional education and an awareness of how they affect a client’s journey. Ultimately, the personal side drives decision-making, so helping your client emotionally and financially is key for any advisor seeking success.

Yes, the monthly calls are recorded for review purposes. You are expected to attend at least 4 of the 6 monthly calls live + the in-person workshop. If you are not able to, your trainer will discuss your options. 

Absolutely.

We offer:

• Team discounts
• Group enrollment options
• Private team training programs

Contact us at info@financialtransitionist.com to discuss the best option for your organization.

Payment is due in full. To protect our intellectual property and our trainers, we do not offer refunds on any of our courses. We trust that we attract students of high integrity and believe that if you're drawn to enroll, there is always a learning or lesson, whether it's within the coursework or the process of completing it.

Launch your CORE Training experience with an immersive, hands-on workshop focused on the Financial Transitionist® framework. Through role plays, case studies, group discussions, and practical exercises, you'll learn foundational tools, protocols, and processes that can be applied immediately in client conversations.ns.

Build on your workshop experience through case-based learning and implementation discussions.

Focus Areas:

• Real-world experiences and application
• Case study breakouts
• Blind spots and bias
• Family dynamics during transitions
• Peer learning and feedback

Deepen your understanding of transition dynamics through advanced case discussions and practical application.

Focus Areas:

• "What If?" scenarios
• Best practices and lessons learned
• Complex client situations
• Turnaround Principle
• Group coaching and discussion

Explore transition planning through the lens of behavioral finance and decision-making with special guest insights.

Focus Areas:

• Promotion vs. Preservation mindsets
• Advanced client cases
• Behavioral patterns during transitions
• Faculty-led case discussions

Examine long-term transition and transformation patterns that influence client behavior over time.

Focus Areas:

• Transformation vs. Survival
• Shifting client traits and behaviors
• Rest and Reset Principle
• Touchstone concepts
• Advanced case applications

Prepare for certification success through focused review sessions and guided study support.

Focus Areas:

• Review of CORE concepts and tools
• Homework completion
• Practice scenarios
• Exam preparation strategies
• Q&A with faculty

Complete the CORE Training journey by demonstrating your understanding and application of the Financial Transitionist® methodology through the certification examination.