IN LIFE TRANSITIONS
Learn a universal, repeatable process and tools for managing the human dynamics of financial change.
November 16th 2023 1:00 PM EST
Table of Contents: Become a Certified Financial Transitionist® / Transitions Drive the Profession / Advanced Training: What You'll Learn / Why Become a CeFT® Now? / An Overview From FTI's Founder / Fall Session Live Classes / Your Investment / FAQ's / Members Testimonials / Course CurriculumREGISTER NOW
Become a Certified Financial Transitionist®
While managing money is one thing, managing major life change is entirely different.
The two sides of money (technical and personal) are equally important and equally complex. The personal side drives decisions, especially during life transition events.
Traditional training covers the technical side while the Financial Transitionist® Institute (FTI) provides equally important and complex training on the personal side of life transitions.
Life transition events are the primary reason advisors are hired and fired.
Transitions Drive the Profession
Clients hire financial advisors to:
Prepare them for life events, known and unknown;
Manage events when they happen;
Adjust to the change that has occurred.
And clients in transition fire advisors when the stakes are high and they don't feel heard, respected and understood.
Advanced training and certification in life transitions planning separates you from financial advisors who just say they work with clients in transition.
Become a CeFT® professional today—register now to transform your client relationships.
In this ADVANCED Training, you get
Why Become a CeFT® Now?
Clients are facing more complex change, leading to a growing demand for transition expertise.
Clients change when their life is changing. Their memory, comprehension, confidence, trust, follow through and relationships often change at a time when they have critical decisions to make.
CeFT®s are trained to use the tools and process to help clients:
- Improve memory and comprehension
- Build confidence and trust
- Increase follow through
- Protect and strengthen relationships that matter
To most financial planners, transitions are an everyday occurrence, but to each client in transition it's a life changing, high stakes event. Learn to treat each client in transition as a unique person with unique needs while using a universal, repeatable process.
With trillions of dollars in motion over the next decade, learn to focus and support lives in motion. When you do this, the money in motion takes care of itself.
An Overview From FTI's Founder,
Susan Bradley, CFP®, CeFT®
Fall Session Live Classes
(3rd Thursday of every month)
Live Zoom Classes
|Class 1||Nov 16th 2023|
|Class 2||Dec 21st 2023|
|Class 3||Jan 18th 2024|
|Class 4||Feb 15th 2024|
|Class 5||March 21st 2024|
|Class 6||April 18th 2024|
|Class 7||May 16th 2024|
|Class 8||June 20th 2024|
|Class 9||July 18th 2024|
|Class 10||Aug 15th 2024|
|Class 11||Sept 19th 2024|
|Class 12||Oct 17th 2024|
What does completing the training program mean?
Am I a CeFT once I complete training?
How many CFP® CE credits can I get?
Why support my clients emotionally?
Are the training calls recorded?
What happens if I can't complete the 12-month training?
Why is there a written case?
What's the payment policy after I join?
What Our Members Say About Core Training (Virtual 12 month Training Course)
"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
"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
"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