Have Questions?

Peggy is our Lead Trainer & Director of Training. Peggy is the Principal of Glenayr Family Advisors LLC and an experienced wealth manager, Certified Financial Planner ®, Registered Life Planner®, and Certified Financial Transitionist®.

Joan is part of a select number of advisors who earned the Certified Financial Transitionist® (CeFT®) designation. Joan had her B.A. from the University of Minnesota in 1976. In 1987, along with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and in 2001 the Chartered Retirement Planning Counselor designation.

Lovaii leads our India cohorts. Founder & CEO of International Money Matters, a RIA firm registered with SEBI, he is India's first CeFT®. He's been a member since 2013; and has encouraged his colleagues to complete the program and implement & enhance best practices of being a CeFT®.

Each LIVE Call is 1.5 hours long, except for the first call, which is 2 hours to accommodate introductions from our cohort members. There are a total of 12 calls for this yearlong program and it is offered three times per year.

Members generally commit between 10 and 12 hours per month to the yearlong core training program. About half of this time is for client-related work due to our extensive experiential training.

For Core Training, credits are tracked internally and are submitted to the CFP Board and IDFA.

Each month, we review the progress of our members in training and will submit credit on behalf of anyone on track. This means you continued to attend and participate in sessions, have passed each of the quizzes per your syllabus, and submitted the appropriate number of client experiences for review and feedback from your instructor.

Then, we submit the following credit amounts upon completion of coursework:

Months 1 - 4 are approved for 15 credits

Months 5 - 8 are approved for 12 credits

Months 9 - 12 are approved for 8.5 credits

This comes to a total credit offering of 35.5 credits!

We know life can get busy sometimes and that may mean you fall behind a bit. This doesn't mean you miss your window to get credits, we will just submit them further into your program. If there's anything we can do to help you succeed, please let us know as these client experiences and quizzes will help you prepare for your written case and CeFT(r) exam.

You can use your marks once you have received a personal email from our team confirming that you have successfully completed all Client Experience Assignments, passed all quizzes, submitted an adequate case study, and have chosen a membership level through FTI.

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.

All of our courses through FTI are delivered online. They can be accessed from anywhere in the world from your phone, laptop, or computer.

CE is reported within 2 weeks of completed Training, Webinars, or Live Events that have taken place, usually between the 15th - 20th and the 30th - 5th. Credits are predated to the date credit was completed. At this time, we report directly to the CFP Board and IDFA. You must self-report for NAPFA based on courses offered by FTI that were approved by the CFP Board.

Credit is dated based on the date of completion, not the date it is submitted. For example, if you completed a live webinar for credit on September 25th and credit is submitted on October 4th, you will get credit for completing it September 25th.

Yes! CFP Ethics CE credit is available for our Member Community and may be offered to the public for a fee of $49 per person. We offer this session for our members at least twice per calendar year. We also offer CFP Ethics CE to teams in a private session at request. Please visit this page for more details.

At this time, we report directly to the CFP Board and IDFA. You must self-report for NAPFA based on courses offered by FTI that were approved by the CFP Board.

Attend either the Mid-Year (March) or Annual (November) Conference once every two years (current reporting period: 2023 - 2024). Each conference aims to provide 5 - 10 CEs through the CFP Board and CDFA.

Remain in good standing with SMI/FTI by participating in and submitting 15 credit hours of Community and Continuing Education (SMI/FTI CCEs) credit per calendar year (Jan 1 - Dec 31), with at least 10 credits from SMI/FTI and the rest from an accredited organization. Credit through SMI/FTI can be earned with the events listed below.

Sign, submit, and adhere to the SMI/FTI Advisor Agreement and Code of Ethics annually.

Remain in good standing with the governing board of my primary designation (CFP®, CIMA®,CFA®, etc…).

Continue my membership annually upon completing CORE Training (see below for membership options).

Please review the following chart:

FTI CCE stands for FTI Community and Continuing Education because we are a community-based membership. Attending in-person events, Friday Huddles, Monthly meetings, or the like are an important part of staying connected, therefore, we will give FTI CCE for some meetups that would not qualify for CFP or IDFA credit.

The current reporting period is 2023 - 2024. As of January 1, 2025, the reporting period will reset to 2025 - 2026. This applies to the in-person attendance required for members to remain in good standing.

Currently, there are the following:

Member-in-training (covered by training fees)

Basic Maintenance (for those that are ineligible to use CeFT® marks)

CeFT® Maintenance

Advanced/Continuous Studies

Mastery (by invite after attending Inward Bound)

We expect to have a membership comparison chart available soon. If you have questions regarding your membership, please use the contact us form or email us at [email protected]

Uploading your client assignments can be done using the following steps:

Once you log in to your Training Library and select your current training program, you'll see all lessons on the lefthand panel of your dashboard. Scroll down until you see "Practice Training In Action" like the image below: Select "Upload..." for whichever client assignment you have completed and then select start:

Select Upload File to begin uploading 1 file at a time, or a combined file containing the number of required assignments. In the example screenshot below, there are 2 required for PMO.

Choose whether to drag and drop the file you'd like to upload, or select from "browse files/my device", which would then automatically start the upload.

Select Submit. If you upload separate files, please select "restart" for additional files. Don't worry, uploading multiple times will not erase prior submissions.

Badges are earned based on different triggering events. Depending on the course, you may earn a badge after watching a full video, after passing a quiz, or after completing a certain portion of the coursework.

For self-paced courses, certificates are earned after completing all lessons and passing all of the quizzes. For Core, you must also submit the required number of Client Experience Assignments, complete your Written Case Study, and pass your exam before a certificate will be awarded.

No, you must select complete after each lesson for the lesson to be marked "complete" and for that lesson to be tracked toward your overall progress.