Memberships

Showing all 8 results

  • $Buy Course
  • Continuous Studies is for advisors who have completed their Core training and Advanced and would like to further their study of Financial Transitions Planning. The class meets for 90 minutes, monthly, and focuses […]

    $3600Buy Course
  • FTI Core Training

    BEGINS OCTOBER 8TH, 2020

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

    $5,100Buy Course
  • FTI Core Training

    BEGINS DECEMBER 17th, 2020

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

    $5,100Buy Course
  • Mastery level is for advisors who have successfully completed Core Training and First-Year Mastery and are lifelong learners eager to continue to move the industry toward the human experience rather than away from it.

    $3,600Buy Course
  • CeFT® Maintenance is for CeFT® professionals who want to remain a part of the community and benefit from using the designation without further training.

    $1,200Buy Course
  • Basic Maintenance is for individuals who have successfully completed Core training and are not eligible to sit for certification. Basic Maintenance […]

    $800Buy Course
  • Gap Maintenance is for individuals who have successfully completed Core Training and want to remain a part of the community […]

    $100/monthBuy Course