All Training & Events

 Training

CeFT® 6-Month Core Training

Learn the fundamentals of Financial Transitions Planning

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On-Demand Courses

The Importance of Giving Advice that Sticks by Dr. Moira Somers

This course is ideal for financial advisors, planners, coaches, and professionals who want to improve client communication and help clients take meaningful action on the advice they receive.

Enroll today and begin the on-demand course 👇

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LIVE In-Person & Events

2026 ANNUAL CONFERENCE

West Palm, FL (in person)

November 9 - 11, 2026

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6-Month Core Training Workshop  

Estes Park, CO Workshop + Virtual Sessions

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Virtual Training & Membership Levels

OUR VIRTUAL TRAINING OPTIONS

(FOR NEW MEMBERS)

CeFT® 6 month Core Training

$6,100.00 USD

CeFT® 6 month Core Training - Monthly

6 monthly payments of $1,050.00 USD

CONTINUOUS LEARNING MEMBERSHIP LEVELS

(CURRENT MEMBER ONLY)

Advanced (Continuous Studies)

$3,600.00 USD every year

Advanced (Continuous Studies)

$300.00 USD every month

Mastery Hub

$3,600.00 USD every year

Mastery Hub

$300.00 USD every month

CeFT® Maintenance - Annual

$1,200.00 USD every year

CeFT® Maintenance - Monthly

$100.00 USD every month