
Earn Your Certificate in Divorce Transition Planning
$1489
Eligible for 9 CFP® CE creditsÂ
Register NowThis course provides financial advisors with the skills to better support women navigating divorce, focusing on the personal and emotional side of financial change, not just the technical planning. The selected content blends insights from neuroscience, behavioral psychology, and transition theory, offering practical approaches for guiding clients through one of the most complex life events.
This series includes six, 90-minute Zoom sessions led by expert trainers in transition planning:
Live Training Dates: (all dates 1:00-2:30pm ET):
August 6 & 20
September 3 & 17
October 7 & 15
Sessions will be recorded for those unable to attend live.  Attending at least 4 live sessions is required.
Training includes:
- Written material.
- Knowledge sessions with experienced CeFT® trainers.
- Interactive exercises with your peers.
- Live client experience assignments.
- One individual coaching call with an expert FTI trainer to reinforce your learning and apply it to your practice.
Participants who complete the program will earn a Certificate in Divorce Transition Planning.Â
 Key Topics Covered:
- Understanding Transition as a Process: Learn how life changes—like divorce—unfold over time and how each stage impacts decision-making, emotional capacity, and identity.
- Client Mindset, Stress, and Behavior:Â Explore how stress affects clients' ability to focus, process options, and make sound decisions. Advisors are trained to recognize common signs of emotional overwhelm and how to respond with compassion and strategy.
- Listening and Communication Skills: Learn deep listening techniques and how to adapt their communication to each client’s unique emotional state and style—critical when clients feel vulnerable or uncertain.
- Patterns of Struggle and Strength: Identify whether a client is thriving or struggling in their transition, using observable traits like focus, energy, clarity, and openness. This allows for timely, personalized interventions.
- Decision-Making in Times of Uncertainty:Â Help clients slow down, prioritize, and avoid impulsive decisions that can have long-term consequences, especially during emotionally charged moments.
- Rebuilding Identity and Direction: Help clients explore who they are becoming and what matters most to them going forward.
Outcome:
Advisors will walk away with a stronger understanding of how to serve clients experiencing divorce—not just through financial advice, but through grounded, human-centered guidance that acknowledges the emotional reality of transition.
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For questions about the training, please email [email protected]