Four-Month Training : Credential in Life Transitions Financial Planning
The SSP Financial Transitionist® training program will provide knowledge and practical tools to help manage the challenges of life transitions. Upon completion of the training, participating members will receive a certificate of completion and have the skills to combine their technical expertise with the human experience of life transitions, providing clients with better consultative experiences.
For questions about the training, please email [email protected].
Monthly Topics:
June: Understanding the Human Experience of Change
July: Aligning Clients for Long-Term Success
August: Enhancing Client Meetings and Communication
September: Case Studies and Best Practices
- 90-minute, virtual, interactive, and structured training webinars (recorded for those unable to attend live)
- Eligible for CFP® CE
- Settlement planning and takeaways
- Proprietary tools and skills to meet the unique needs of settlement clients
- How to understand needs and illustrate options in one meeting
- Building rapport and trust pre and post settlement
- A unique perspective on transitions informed by psychology, sociology, neuroscience and adaptive leadership
