Stay on top of your FTI Community and Continuing Education Credits.
Get the Most of Your Membership Benefits Below:Â
Submit Your Attendance
for each of our US-based Meet-ups
Friday Huddles
1-hour block to connect with members every Friday. Eligible for 0.5 FTI CCE. These sessions are NOT recorded.
Click here to join each Friday at noon ET.Â
SUBMIT ATTENDANCE
Monthly Community Calls
Join us every Last Monday of the Month for our SMI/FTI Community Call. This is a 1-hour long recorded call eligible for 0.5 FTI CCE.Â
Click here to join at noon ET on the last Monday of each month.
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SUBMIT ATTENDANCESpecial Tracks
Business Development, Women in Transition, Long Life Planning, Pre-Inward Bound, Advanced/Continuous Studies, and Mastery Calls, each session attended is worth 1 FTI CCE!Â
Ethics
Earn 2 CFP CEs + 2 FTI CCEs for taking your Code of Ethics CFP® CE Requirement here in the Spring of Fall annually.
Outside CE
Submit up to 5 CEs annually earned from another credentialed institution here (must be earned between January 1st and December 31st of the current year).
Are you planning to or have you already attended one of our conferences? FTI CCE's, CDFA, and CFP CEs are available for attendees once they submit their attendance via the email links provided at the end of each conference day. If you have not received any of these emails, please contact [email protected]Â ASAP.Â
Some of our favorite things:

”
Always a wonderful time to spend with my family.
-Mariette Tappan, CFP®

”
The community huddle is like my church space and I cannot wait for Fridays.
-Jessi Chadd, CFP®

”
I don't like missing huddles, they are my safe space.
-Stephanie Genkin, CFP®
Frequently Asked Questions
How do I keep my membership level current?
What is the current reporting period for in-person requirements?
What happens if I let my membership lapse?
How do I switch membership levels?
Will I be charged automatically?
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Opportunities to get involved by earning FTI CCEs
To remain in good standing:
|
Event Attended |
FTI CCE Credit Earning Potential |
|
Monthly Community Call |
.5 |
|
Friday Huddle |
.5 |
|
CFP Approved Conference Session (virtual or live, dependent on length, Mid-Year and Annual conference sessions typically provide 5 - 10 total CE's through the CFP Board and CDFA) |
.5 - 2 |
|
Mastery/Advanced Monthly Call |
1 |
|
On-demand Case Study* |
1 |
|
Special Interest Group |
1 |
|
Faculty Facilitated Workshop* |
1 |
|
Core/Access LIVE Training Call |
1.5 |
- Attend either the Mid-Year (March) or Annual (November) Conference once every two years (current reporting period: 2025 - 2026). Each conference aims to provide 5 - 10 CEs through the CFP Board and CDFA.
- Remain in good standing with SMI/FTI by participating in and submitting 15 credit hours of Community and Continuing Education (SMI/FTI CCEs) credit per calendar year (Jan 1 - Dec 31), with at least 10 credits from SMI/FTI and the rest from an accredited organization.  Credit through SMI/FTI can be earned with the events listed in the table. Attendance is submitted using the link provided by SMI/FTI after participation.
- Sign, submit, and adhere to the SMI/FTI Advisor Agreement and Code of Ethics annually.
- Remain in good standing with the governing board of my primary designation (CFP®, CIMA®,CFA®, etc…).
- Continue my membership on an annual basis.
