Click here for the full brochure and agenda!

What is included:

  • Introduction to Financial Transitionist® Training
  • Four Client Facing Tools
  • Client Materials
  • Transitions Fatigue™ Client Materials
  • Unlimited Free Transition Fatigue™ Self-Assessments
  • Marketing Materials

Why attend:

Life transition events drive your business and the demand will grow stronger each year. Clients and prospective clients are looking for expertise. A Financial Transitionist® is one who is skilled, trained and certified in managing financial change; they are the experts in Financial Transitions Planning.

This workshop will give you a direct experience of the training and certification process for CeFTs.


On Demand Training:

(3) 75-minute blocks. Links of sessions are sent to your email after registration. 

 

Event Information

Contact Us

10 huntly circle
palm beach gardens, fl 33418
ph: 561-776-6209
send an email