Access Training

Access Training provides the same educational context as Core, however, rather than committing to a 12-month training program, you are committing to each level for 4 months and are able to start the subsequent level at your convenience.

No, just like Core, you must complete the entire training program as well as complete an exam prep course, sit for and pass the exam. But, you can say you’ve had training with the Financial Transitionist Institute.

By signing up for Level 1, you are not committing to the entire training program. However, you will only glean as much insight and knowledge as the levels you choose to complete. We’d like to see you complete all three and, ultimately, become certified!

Each Level allows you to receive credits from the CFP Board, so you can set the pace based on how many you need! Access Training Levels are approved for the following credit amounts upon completion of coursework:

• Level One is approved for 15 credits
• Level Two is approved for 12 credits
• Level Three is approved for 8.5 credits

This comes to a total credit offering of 35.5 credits!

*If you take all three levels within the same CE reporting period through the CFP Board, you will receive their maximum of 28 credits per reporting period (30 credits excluding 2 credits for ethics).

Level 1 Tools: PMO, Communication Preference, Traits and Stages.

Understand the research that guides our work on effective communication while managing changes and transitions. Utilize tools that influence communication preference, understanding purpose/value, navigating the four stages of transition and identifying transition traits.

Level 2 Tools: Decision Free Zone, Triage, One-Pager, Managing Expectations and What If.

Address specific concerns and expectations that may be limiting your clients’ ability to move through transitions. Lean on visual guides to support deep, engaging conversations with your clients to improve their grasp of information and alignment with their values. Walk through scenarios with your client to thoughtfully navigate circumstances that shape life.

Level 3 Tools: Am I Okay, What has Changed, Touchstone, Written Case.

Explore the circumstances that have allowed a client to enter a “flow” state and apply this knowledge to their struggle(s), utilizing tools designed specifically for making important decisions about cash flow or when they are choosing among several options. Then, test your knowledge with a written case and verbal presentation applying the foundation of transitionist planning and integrating appropriate tools in your practice to improve the financial health of your clients.