2nd Wednesday of every month, April 10, 2024 - March 12th, 2025
4.30 pm IST to 6 pm IST
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 get coaching calls with our India 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.