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


March 7th 2023 at 4:00pm ET

Registration Now Open!


Coming Soon.


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.