What FTI/SMI Community Members Are Saying:

94% Find the FTI materials to be uniquely helpful.

92% Would recommend FTI’s training to other professionals.

90% Say their client meetings are more productive as a result of their training.

86% Say their clients respond positively to the FTI tools.

ROSS MARINO CFP®, CEFT®

The CeFT® body of work is the Rosetta Stone for experienced Financial Planners.

NORM POLITZINER, CFP®, CEFT®

FTI’s training has added the most needed ingredient into the financial planning process—The Client.

MICHAEL B. KARWIC, CFP®, AEP®, CRPC®, CEFT®

FTI has led so much innovation in this important sector of the financial planning/life planning industry. No one else has done what this community has done.

BARBARA SHAPIRO EDM2, MSF, CFP®, CFS, CMC, CDFA, CEFT®

My training as a CeFT® has proven invaluable in my work as a CDFA. The majority of my clients are wracked with indecision and are emotionally paralyzed.

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