This 6‑Month CeFT® Core Training offers a compressed CORE Training experience. 

Immersive, in person kickoff with a focused cohort. 

The 6‑month CeFT® Core Training is an accelerated, immersive route to certification for experienced planners who want to become truly skilled and trained in the human side of financial change—without waiting a full year.

The program is designed to blend real client experience with case-based role play, allowing participants to practice and apply the tools during the live in person workshop and monthly virtual sessions.

Exam preparation will be incorporated in February, and advisors who qualify for full certification will have the opportunity to complete a proctored exam.

This experience is intended to deepen your ability to guide clients through the human side of financial transition with clarity, structure, and confidence.

Training Session Dates & Times 2026

Orientation: Two dates (you can attend both, or just one)

August 26 at 1:00pm ET

September 15 at 11:00am ET

Live in person Workshop: September 22 - 24, 2026 

Virtual Call: October 21, 2026 at 1:00pm ET

Virtual Call: November 18, 2026 at 1:00pm ET

Virtual Call: December 16, 2026 at 1:00pm ET

Virtual Call: January 20, 2027 at 1:00pm ET

Virtual Call: February 17, 2027 at 1:00pm ET 

Exam: March 2027

Cancellation & Refund Policy 

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.

Have further questions? Email judith@financialtransitionist.com