Core Event – June

YEAR LONG

Financial Transitions Planning Training for Financial Advisors

Science-backed tools & processes to skillfully work with clients during life's uncertain events.

Next Program Begins June 17th | 2pm

Online Modules

Live ``Experience`` Calls

Guided Casework

Role-Play Activities

Get the People Part of Financial Advising Right

Traditional financial education prepared you to manage money through market ups and downs. No one taught you how to manage client emotions related to transitions like marriage, divorce, loss of a spouse, loss of a business, and loss of a child.

Get the skills and confidence you need to handle any client anticipating or experiencing a major life transition. From helping clients navigate decisions around their finances, to helping them feel that they are going to be okay emotionally, to navigating the stages of transition, our experiential program has you covered.

Get the People Part of Financial Advising Right

Traditional financial education prepared you to manage money through market ups and downs. No one taught you how to manage client emotions related to transitions like marriage, divorce, loss of a spouse, loss of a business, and loss of a child. Get the skills and confidence you need to handle any client anticipating or experiencing a major life transition. From helping clients navigate decisions around their finances, to helping them feel that they are going to be okay emotionally, to navigating the stages of transition, our experiential program has you covered.

Get Access

  • On-demand access to sessions from FTI faculty, experts in the business for more than 20 years

  • Small group experiential sessions to understand case study scenarios from the perspective of financial pros, just like you

  • Role play scenarios with live coaching feedback from the FTI team

  • Implement tools with your clients immediately and get spot-coaching and problem solving from the experts

Get Connected

  • Community of like-minded and high-performing financial advising professionals

  • Invitations to member-only events

  • Cobranded marketing materials

  • A unique perspective on transitions informed by psychology, sociology, neuroscience and adaptive leadership

Financial Decisions are too Important to be Derailed by Life Events

Get the skills you need to lead your clients through anything life brings their way.

You Need More Than Financial Skills to Take Care of Your Clients

You got into this because you wanted to help people. Learn how that’s much more than just being smart with their money.

You Need More Than Financial Skills to Take Care of Your Clients

You got into this because you wanted to help people. Learn how that’s much more than just being smart with their money.

What does my year-long core training cover?

  • Learning the Science

    We’ll delve deep into the science behind transitions, mindsets, the effects stress has on decision-making abilities, adapting to change, purpose and using a client’s preferred communication method.

  • Finding Perspective

    You’ll learn how to help your clients process life transitions and all the associated changes in relationships, expectations, and priorities. You’ll dig deep into the predictable patterns of behaviors and consequences to help clients discover the best tools to handle what drives their financial decisions.

  • Creating Order

    Order is calming and increases the ability to comprehend, see options, and understand consequences. You’ll learn how to help clients deal with the most important obstacles in their way so they can move from a narrow focus to a place where they can confidently make the best decisions with their finances.

  • Managing Expectations

    We’ll delve deep into the science behind transitions, mindsets, the effects stress has on decision-making abilities, adapting to change, purpose and using a client’s preferred communication method.

  • Providing Relief

    Provide relief for short-term cash flow issues and help clients make longer-term decisions by connecting them to moments when they felt safe, happy, and in control.

  • Presenting Your Case

    You’ll demonstrate your training-in-action integrating all the tools you’ve received over the course of the program.

See How FTI is Changing the Way Advisors Help Their Clients Grow

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Get tools you can use now

and more options to help your clients move forward into tomorrow.

Transition Planning Core Training

JUNE 25TH

Join the community of Financial Advisors who put working with people first. In one year, you’ll be able to help your clients confidently handle anything that comes their way.

$5,100

Mindfulness for Financial Planners

JUNE 18TH

Increase your focus, self-awareness, and empathy, and foster deeper relationships. Join us for 6 weeks of mindfulness customized to the needs of Financial Planners.

$499

Client Flow Tool

DOWNLOAD ANYTIME

Use this tool to help your clients get back to and sustain their well-being and energy (flow) with routine activities that are social and challenging, but also doable and measurable.

FREE

"Just a step at a time, meeting each thing that comes up, seeing it is not as dreadful as it appeared, discovering we have the strength to stare it down." - Eleanor Roosevelt

Get the Tools to Manage the People so it's Easier to Manage Their Money Well

Life's transitions won't wait. Now you don't have to either.

Register for the Training

Learn and Practice the Skills You Need

Empower Your Clients to Succeed

You Can be the Financial Advisor Everyone Trusts During Critical, Life-changing Events