September 14th 2022

For our colleagues in India who are dedicated to Financial Transitions Planning.

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.