1. Make every effort to attend at least 2 of the quarterly International Forums
2. Earn at least 10 FTI CCEs per calendar year (between January 1st and December 31st) by attending and participating in community calls, huddles, and other live trainings.
3. Sign, submit, and adhere to the SMI/FTI Advisor Agreement and Code of Ethics annually.
4. Remain in good standing with the governing board of my primary designation (CFP®, CIMA®,CFA®, etc…).
5. Continue my membership on an annual basis (see below for membership options). 

Please contact [email protected] at least 30 days prior to your next charge to update your membership selection.

Yes, payments will apply to annually based on when you select your membership unless you contact us prior to the charge to update anything.  Please contact [email protected]. 

No, once you chose to cancel, you can no longer state that you are an active CeFT®. Our members continue to learn and grow to continue their use of the marks.