Access Training

4 Month Option of Core Training

Learn the Foundations of Financial Transitions Planning.  


What is Access Training?

We are so excited to offer a new track for financial professionals aspiring to elevate their skill set and tool kit for guiding clients through transitions, both big and small!

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!

Access Level 1


Registration Closed

March 7th 2023
at 4:00pm ET


June 21st 2023
at 1:00pm ET
Registration Now Open!


Coming Soon.

In this ACCESS TRAINING, you will learn

✔️ A unique perspective on transitions informed by psychology,
      sociology, neuroscience and adaptive leadership.
✔️ In-depth 4 month training in the stages of transition and the
      behavior and thought processes of clients-in-transition.
✔️ The support of study groups and mentors, some of whom have
      been members of this community for nearly two decades.
✔️ Co-branded tools for you to use with your clients.
✔️ Invitations to members-only events.

How does Access Training Work?

 Access Training is for passionate professionals with a willingness to commit to four months of live "experience" learning and self study courses to learn how to skillfully work with clients during chaotic times filled with uncertainty. Although practitioners from various fields are welcome to apply, please know that the curriculum assumes a working knowledge of comprehensive financial planning, therefore solid technical skills are a prerequisite.
It is a 4 month on-demand training program, live “experience” calls, intensive casework, role play, and in-person collaboration with the most engaging community of forward-thinking professionals in our industry.


The CeFT® is a level-up designation. This means that although anyone with at least five years of face-to-face client contact can apply to Core and attend the full year of training in Financial Transitions Planning, only those with a CDFA, CFP®, CFA®, ChFC, CIMA®, CPA/PFS, CPWA, or CWS may sit for certification.

Your Investment

4 Monthly Payments


per month

One-Time Payment


per level

There are discounts for teams and there is corporate pricing, as well.
  Contact [email protected] for details.