Testimonials
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.
Susan Bradley’s Tips: Four Ways to Serve Clients in Transition: Click Here to Fill in the form[+]
