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Core 2025, Group 1 - Winter (One Time)

Core 2025, Group 1 Winter

First call: March 18th 2025, 11:00 am ET

LIVE Call 1 is 2 hours long to accommodate introductions. Calls 2 - 12 are each 1.5 hours long.

Core Training is our signature course. This program is a yearlong commitment to 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 proprietary tools and 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.

Payment is due in full. To protect our intellectual property and our trainers, we do not offer refunds on any of our courses. We trust that we attract students of high integrity and believe that if you're drawn to enroll, there is always a learning or lesson, whether it's within the coursework or the process of completing it.

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