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.
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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.Â
- 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?Â
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.
Your Investment:
Some Beta Specifics:
- In exchange for a 75% discount, we will ask for participation in three surveys – before, during, and after.
- All sales are final, and the organization does not offer any money-back guarantees.
📧 Email [email protected] for any questions or concerns.
