$4,845.00 (save $255 over Monthly)

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:

CeFT training provided me with a solid understanding of what someone navigating a major life transition like divorce is going through in different stages of transition, what are the common struggles they experience emotionally and mentally. It also equipped me with many practical tools to make communication with clients easier, keep them calm, organized, and comfortable during a dynamic time filled with emotions and uncertainty. This leads to a much better decision-making process and outcome for both the client and the advisor.

Linda Cao

SMI training changed my client conversations. It provided me with confidence to address topics outside of technical financial planning and gave me tools how to carry the conversation.

Anja Luesink