All Training & Events
Training
CeFT® CORE TRAINING SUMMER 2025
Learn the fundamentals of Financial Transitions Planning
July 9th 2025 at 3:00PM ET
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CeFT® CORE TRAINING FALL 2025
Learn the fundamentals of Financial Transitions Planning
November 20th, 2025 at 1:00 PM ET
REGISTER NOW!Virtual Webinars
SKILL BUILDING WITH SUSAN
(FTI Members only) Virtual 1 hr skill building hosted by Susan Bradley, CFP®, CeFT®
Every 3rd Wednesday of the month at 11:00 am EST
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The WHY, The WHAT, and The HOW of ADVANCED TRAINING in LIFE TRANSITION PLANNING
30 min Q&A Virtual Webinar hosted by Susan Bradley, CFP®, CeFT®
May 28th 2025 1:00 PM EST
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FINANCIAL WELLBEING THROUGH a TRAUMA-INFORMED LENS:
ENHANCHING CLIENT COMMUNICATION WHILE MAINTAINING PROFESSIONAL BOUNDARIES
75 min All Virtual Webinar with Susan & Saundra
June 5th 2025 2:00 PM EST
SIGN ME UP!LIVE In-Person & Virtual Events
25th ANNUAL CONFERENCE
In-Person Conference
West Palm Beach, FL
November 10th - 12th 2025
REGISTER HEREVirtual Training & Membership Levels
OUR VIRTUAL TRAINING OPTIONS
(FOR NEW MEMBERS)
CONTINUOUS LEARNING MEMBERSHIP LEVELS
(CURRENT MEMBER ONLY)
