All Training & Events

 Training

CORE TRAINING WINTER 2025

Learn the fundamentals of Financial Transitions Planning

March 18th 2025 at 11:00AM ET

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CeFT® CORE TRAINING SUMMER 2025

Learn the fundamentals of Financial Transitions Planning

July 9th 2025 at 3:00PM ET

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CeFT® CORE TRAINING FALL 2025

Learn the fundamentals of Financial Transitions Planning

November 20th, 2025 at 1:00 PM ET

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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)