$425.00 USD

12 monthly payments

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Core 2021, Group 2

Starts on June 9th, 2021

This group meets the second Wednesday of each month from 11am-12:30pm ET

 

Core is our signature training that culminates, for those who qualify*, with the granting of the Certified Financial Transitionist® Designation. 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.

 

What you'll get:

✔️ 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.

 

What People Are Saying:

Our divorcing clients say we make things so easy! There is so much less overwhelm, they feel taken care of, the trust created is such a bond.  I have cut down on the financial jargon.  I speak their language and use so many one-pagers, not volumes of financial reports! I can say that this training has helped me be more confident, efficient, and human. I am less stressed and worried for my clients. Really, this creates clients for long term! In the end we are more profitable because of this training.

Kristina George

The SMI training has given me greater insight into my clients’ transitions and allowed me to be more present as we move through life together.

Roger A. Shake