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The CeFT® body of work is the Rosetta Stone for experienced financial planners.
Ross M., CFP®, CEFT®
FTI’s training has added the most needed ingredient into the financial planning process—the client.
Norm P., 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 K., CFP®, AEP®, CRPC®, CEFT®
My training as a CeFT® has proven invaluable in my <divorce> work. The majority of my clients are wracked with indecision and are emotionally paralyzed.
Barbara S., CFP®, CFS, CMC, CDFA, CEFT®
I’m currently doing the CeFT® training, and it’s been one of the most meaningful journeys so far. It’s helping me support clients through big life shifts—where advice becomes a co-creation and a space for self-discovery.
Cindy P., CFP®
It is a real gift to engage with a community of financial experts that embrace the emotional side of major life transitions, not just the analytical components. I found "my" people.
MaeLauren H., CFP®
My training as a CeFT® has proven invaluable in my <divorce> work. The majority of my clients are wracked with indecision and are emotionally paralyzed.
Barbara S., CFP®, CFS, CMC, CDFA, CEFT®
I’m currently doing the CeFT® training, and it’s been one of the most meaningful journeys so far. It’s helping me support clients through big life shifts—where advice becomes a co-creation and a space for self-discovery.
Cindy P., CFP®
It is a real gift to engage with a community of financial experts that embrace the emotional side of major life transitions, not just the analytical components. I found "my" people.
MaeLauren H., CFP®
Have you noticed how sudden and irrevocable life changes influence your thoughts and actions? For years, I’ve seen people struggle to make decisions when their lives are turned upside down. That’s what led me to the CeFT® program.
CeFT® training helps me understand the impact of human transitions or life events. The curriculum uses science-based tools and protocols designed specifically to merge the human and technical sides of financial planning during significant life changes.
Joan C., CFP®,CeFT®, CRPC®
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