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Micro-Credential Training:

Women in Transition 

A story-rich 10-hour, self-paced online program based on the CeFT® CORE Training.

  • Women in Transition, Change, Choices and Transformation.
  • Earn one Micro-Credential badge 'Women in Transition' from the Financial Transitionist®
    Institute 
  • Life transition events, divorce, and widowhood cause 80% to leave their financial advisor.
  • Women today make up an astonishing percentage of the world’s wealthiest people and they are continuing to grow their wealth at a rate unheard of at any other time in recent history.
  • Life transition expertise is not taught in traditional training, CFP®, CDFA®, CFA, or RLP.
  • Learn to help women client manage their life in motion.
  • Help clients recover clarity, confidence, and a sense of agency at all stages of their transition.
  • Women clients can be very loyal appreciative clients, happy to refer their friends and family.

 

In this flexible training, you will learn:

  • A unique perspective on transitions informed by psychology, sociology, neuroscience, and adaptive leadership.
  • The Anatomy of the Human Experience of Change and Transitions and Why it Matters to Every Financial Advice-Giving Professional.
  • Best Practices in Applying the Skills, Processes, and Tools in this specific Women in Transition Micro-Credential.
  • Client Facing skills, processes and tools designed for the Human Experience of Change and Transition.
  • How to flip the switch on the stress response to change. You will learn how to reclaim cognitive capacity for good decisions. 
  • 10 hours of story rich training given by Susan Bradley - The global thought leader in Financial Transition Planning.
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Why Choose a Micro-Credential? 

Time-efficient

Broken into short bursts of lessons, so you can fit training into your busy schedule.

Flexible

Self-directed so you can learn at your own pace, when and where you want.

In-demand

10 CFP® CEs (applied for) toward skills, know-how, and experience that will put you on the cutting-edge

Stackable

Elevate your knowledge by stacking your credentials with targeted topics.

Frequently Asked Questions