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Core 2023, Group 1 - Winter (One Time)

Core 2023, Group 1 Winter 

First call: March 7th 2023, 4:00 pm EST

Core Training is our signature course. It's a yearlong program in Financial Transitions Planning that gives you the theory and practical tools and protocols you need to successfully guide your clients through life's major transitions.

Upon registering, you'll get access to co-branded tools and even marketing materials to help you position yourself as an expert in financial change.

You'll also get 2 coaching calls with our faculty, and you'll be an official member of the only community of financial advisors dedicated to financial transitions.

Those who qualify can become Certified Financial Transitionists by passing our daylong exam (there is a fee for the prep and exam) once they have completed Core and submitted all of their Client Experiences.

 

Have further questions? 

Contact our Director of Membership [email protected]