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 Training

CeFT® CORE TRAINING FALL 2024

Learn the fundamentals of Financial Transitions Planning

November 21st, 2024 at 1:00 PM ET

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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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LIVE In-Person Events

2024 ANNUAL CONFERENCE

West Palm Beach, FL

November 11th, 2024 - November 13th 2024

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Virtual Training & Membership Levels

OUR VIRTUAL TRAINING OPTIONS

(FOR NEW MEMBERS)

CONTINUOUS LEARNING MEMBERSHIP LEVELS

(CURRENT MEMBER ONLY)