The CeFT® body of work is the Rosetta Stone for experienced Financial Planners. Ross Marino CFP®, CeFT®
FTI’s training has added the most needed ingredient into the financial planning process—The Client. Norm Politziner, CFP®, CeFT®
FTI has led so much innovation in this important sector of the financial planning/life planning industry. No one else has done what this community has done. Michael B. Karwic, CFP®, AEP®, CRPC®, CeFT®
My training as a CeFT® has proven invaluable in my work as a CDFA. The majority of my clients are wracked with indecision and are emotionally paralyzed.
Barbara Shapiro EdM2, MSF, CFP®, CFS, CMC, CDFA, CeFT®
Next up: Convos w/Advisors