Events

Below please find a summary of all upcoming events for the Financial Transitionist® Institute.

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  • Bridging Differences in an Attention Economy: Practicing Ways to Increase Capacity for Connection

    Dr. Kelly Crace, Maureen Rabotin, and Mary Martin, PhD

    DATE: 10/27/2020 & 11/05/20

    Listening. Focus. Triggers. Values. Connecting.

    These are words we use regularly when talking about building client relationships, but what do they really mean, and how do you know if you’re getting it right?

    Join us for 2 days of experiential practice with skilled professionals

  • FTI/SMI 20th Annual Conference

    FTI Faculty and Guest Speakers

    DATE: 11/09/2020-11/11/2020

    Join our annual conference, now being held virtually, November 9 – 11.

  • Core 2020, Group 3

    FTI Faculty

    DATE: 11/12/2020-11/11/2021

    Core is our signature training that culminates, for those who qualify*, with the granting of the Certified Financial Transitionist® Designation. It is one year of on-demand trainings, live “experience” calls, intensive casework, role play, and in-person collaboration with the most engaging community of forward-thinking professionals in our industry.

  • CFP Ethics: The Revised Code and Standards, Nov 19, 2-4pm ET

    Peggy Frye - CFP®, CeFT®

    Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!”

  • Core 2020, Group 4

    FTI Faculty

    DATE: 12/17/2020-12/18/2021

    Core is our signature training that culminates, for those who qualify*, with the granting of the Certified Financial Transitionist® Designation. It is one year of on-demand trainings, live “experience” calls, intensive casework, role play, and in-person collaboration with the most engaging community of forward-thinking professionals in our industry.

  • Core 2021, Group 1

    FTI Faculty

    DATE: 2/9/2021-2/10/2022

    Core is our signature training that culminates, for those who qualify*, with the granting of the Certified Financial Transitionist® Designation. It is one year of on-demand trainings, live “experience” calls, intensive casework, role play, and in-person collaboration with the most engaging community of forward-thinking professionals in our industry.

  • Core 2021, Group 2

    FTI Faculty

    DATE: 5/12/2021-5/13/2022

    Core is our signature training that culminates, for those who qualify*, with the granting of the Certified Financial Transitionist® Designation. It is one year of on-demand trainings, live “experience” calls, intensive casework, role play, and in-person collaboration with the most engaging community of forward-thinking professionals in our industry.

  • Core 2021, Group 3

    FTI Faculty

    DATE: 08/18/2021-08/19/2022

    Core is our signature training that culminates, for those who qualify*, with the granting of the Certified Financial Transitionist® Designation. It is one year of on-demand trainings, live “experience” calls, intensive casework, role play, and in-person collaboration with the most engaging community of forward-thinking professionals in our industry.

  • Core 2021, Group 4

    FTI Faculty

    DATE: 11/18/2021-11/19/2022

    Core is our signature training that culminates, for those who qualify*, with the granting of the Certified Financial Transitionist® Designation. It is one year of on-demand trainings, live “experience” calls, intensive casework, role play, and in-person collaboration with the most engaging community of forward-thinking professionals in our industry.

  • CeFT® Certification Exam

    This exam is for those professionals who have successfully completed Core training and have one of our prerequisite primary designations. The exam fee is $890, which also includes exam prep materials and a practice exam.

  • FREE Financial Triage Package

    Susan Bradley

    A 5-step tool for times when a client’s anxiety is high, they’re temporarily unable to evaluate options and make wise choices, and their wellbeing is at risk

  • Intro to Financial Transitions Planning Webinar

    A 2 hr. conversation with Susan Bradley, fellow Certified Financial Transitionists, and a few students in the yearlong program in Financial Transitions Planning.

  • Core 2021, Group 2

    BEGINS MAY 12TH, 2021

    Core is our signature training that culminates, for those who qualify*, with the granting of the Certified Financial Transitionist® […]

    $5,100
    Buy Course
  • Long-Life Planning: Why, When, and How

    Sandy Adams and Anne Bedinger

    Description: Sandy Adams and Anne Bedinger are both Certified Financial Transitionists® with decades of experience in what we at the Financial Transitionist Institute call Long-Life Planning. In this webinar, they explain the important components of planning for longevity, both when it is done in advance, as well as when it hasn’t been done and a crisis […]

  • Love and Money: Financial Advice Helps Widows Navigate Romance and Finance

    Kathleen Rehl

    Advisors will learn about a new major international study of more than 4,000 widows, with a special focus on a subset of that total group—widows who have repartnered (remarried or entered a long-term relationship) after their spouse’s death. Implications for an advisor’s work with widows are included.

  • Listening Impact Assessment

    Courtney Pullen

    Therapist and Coach, Courtney Pullen, describes the four primary listening habits according to the Listening Impact Assessment and provides commentary around listening and how/when/where it breaks down as well as how it is enhanced for the four habits.