Core 2020, Group 3


November 12th, 2020 at 1:00 PM ET

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.

Click HERE for a description of the Core curriculum.

HERE is the calendar for the year.

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.

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