CORE TRAINING

REGISTER FOR OUR SUMMER OR FALL SESSIONS   

Learn the fundamentals of Financial Transitions Planning.

Three 12 month Sessions Available below, Winter, Summer & Fall; 

REGISTER NOW

What is Core Training?

 

Core is shorthand for our yearlong program in Financial Transitions Planning.

This includes insight into the unique needs of client-in-transition, such as how to identify and work through the behavioral and cognitive struggles that lead to problems during major life transitions. From struggles with communication, decision-making, managing expectations, and even implementation, we’ve got science-backed tools and process.

And just as important, we will show you how to identify when a client is in a state of flow and provide you with tools to further enhance that flow.

Core Training- Winter

Registration Closed 

Core Training- Summer

June 29th 2022  11am - 1pm ET

Register for 12 Month Summer

Core Training-

Fall

October 12th 2022 11am-1pm ET

Register for 12 Month Fall

In this ADVANCED Training,
you will learn:

 

✔️ A unique perspective on transitions informed by psychology, sociology, neuroscience and adaptive leadership.

✔️ In-depth training in the stages of transition and the behavior and thought processes of clients-in-transition.

✔️ The support of study groups and mentors, some of whom have been members of this community for nearly two decades.

✔️ Two coaching calls with FTI faculty.

✔️ Nine co-branded tools for you to use with your clients.

✔️ Co-branded marketing material.

✔️ Invitations to members-only events.

REGISTER NOW

How does Core Training Work?

 

It is one year of on-demand trainings, live “experience” calls, intensive casework, role play, and in-person collaboration with the most engaging community of forward-thinking professionals in our industry.

Is Core Training Right for Me?

 

Passionate professionals with at least five years of face-to-face client contact who you want to learn how to skillfully work with clients during chaotic times filled with uncertainty. Although practitioners from various fields are welcome to apply, please know that the curriculum assumes a working knowledge of comprehensive financial planning, therefore solid technical skills are a prerequisite.

 

*The CeFT® is a level-up designation. This means that although anyone with at least five years of face-to-face client contact can apply to Core and attend the full year of training in Financial Transitions Planning, only those with a CDFA, CFP®, CFA®, ChFC, CIMA®, CPA/PFS, CPWA, or CWS may sit for certification.

Your Investment:

12 Monthly Payments

$425

per month

I'M READY!

One-Time Payment

$4845

You saved $255!

I'M READY!

 

*There are discounts for teams and there is corporate pricing, as well. Contact [email protected] for details.

"The CeFT training that not only I, but my colleagues at Omega have received helps us work more collaboratively together while bringing in the 21st century planners communication and relationship skills that clients are looking for and now the CFP Board recognizes are needed for the future."

 - Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT® 

Founder & President of Omega Wealth Management

 

"The CeFT® tools are like the Rosetta Stone for financial planning.

For years, I’ve watched clients struggle making decisions during life’s most challenging events. Sometimes, the right decision seems obvious to everyone but the client. Why is that? Understanding how people react during times of transitions is the key to understanding."

- Ross Marino, CFP®, ChFC®, CPFA, CeFT® 

Founder of Transitus Wealth Partners

"I have used these tools and process for nearly 20 years. Each time, they help me create a meaningful and sometimes profoundly important client experience that might not have happened without the tools and training."

- Cicily Maton, CFP®, CeFT®

Sr. Financial Planner, The Planning Center

FAQ's 

 

What is the difference between Core and Access?

Core Training provides the same educational context as Access, however, with Core you are committing to a 12-month training program, rather than committing to 4 months at a time by breaking it into levels.

Am I a CeFT once I complete training? 

No, just like Access, Core Training must be completed in 12 months and complete an exam prep course, sit for, and pass the exam. But, you can say you’ve had the Training with the Financial Transitionist Institute.

How many CE credits can I get?

Our training program allows you to receive credits from the CFP Board, and since this program is completed in 12 months, you can receive their maximum of 28 credits per reporting period (30 credits excluding 2 credits for ethics)

 

*The CeFT® is a level-up designation. This means that although anyone with at least five years of face-to-face client contact can apply to Core and attend the full year of training in Financial Transitions Planning, only those with a CDFA, CFP®, CFA®, ChFC, CIMA®, CPA/PFS, CPWA, or CWS may sit for certification.

COURSE CURRICULUM