All Training & Events

 Training

CeFT® CORE TRAINING FALL 2024

Learn the fundamentals of Financial Transitions Planning

November 21st, 2024 at 1:00 PM ET

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Micro-Credential Training:

Women in Transition Mini-Course

Save your seat to be part of our beta group!

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Virtual Webinars

SKILL BUILDING WITH SUSAN

(FTI Members only) Virtual 1 hr skill building hosted by Susan Bradley, CFP®, CeFT®

Every 3rd Wednesday of the month at 11:00 am EST

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LIVE In-Person & Virtual Events

MID YEAR CONFERENCE 2025

All Virtual Conference

March 5th - 7th 2025

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Virtual Training & Membership Levels

OUR VIRTUAL TRAINING OPTIONS

(FOR NEW MEMBERS)

CONTINUOUS LEARNING MEMBERSHIP LEVELS

(CURRENT MEMBER ONLY)