Core 2019, India Group**


Begins February 26th, 2019 at 7:00 AM ET

Early Bird pricing available until February 20th, 2019.

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 case work, role play, and in-person collaboration with the most engaging community of forward thinking professionals in our industry.

During Core, you learn the fundamentals of Financial Transitions Planning. This includes insight into the unique needs of client-in-transition, such as how to identify and work through the behavioral and cognitive struggles that lead to problems during major life transitions. From struggles with communication, decision-making, managing expectations, and even implementation, we’ve got science-backed tools and process. And just as important, we will show you how to identify when a client is in a state of flow and provide you with tools to further enhance that flow.

*The CeFT® is a level-up designation. This means that although anyone with at least five years of face-to-face client contact can apply to Core and attend the full year of training in Financial Transitions Planning, only those with a CFP®, CFA®, CIMA®, or CPA/PFS may sit for certification.

**India Residents ONLY


SKU: course-coure-1-1-1 Category: