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!
In this ACCESS TRAINING, you will learn
How does Access Training Work?
What is the difference between Core and Access?
Am I a CeFT once I complete the levels?
Do I have to take all of the levels?
How many CE credits can I get?
* 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.