Financial Transitionist Institute

07/22/2024

Exciting News! 🎉

I'm happy to announce the launch of our new Micro-Credential Course: Women in Transition, starting on September 18th!
This course is designed to empower women navigating through various phases of life and financial transitions.

We are looking for passionate financial individuals to join our beta testing group. Be among the first to experience this transformative course and provide valuable feedback to help us shape the final version.

Sign up before August 18th 🗓 to secure your spot as a beta tester!➡️https://www.financialtransitionist.com/micro-credential-women-in-transition

Join us on this journey and be part of a community dedicated to growth and empowerment. Let's transition together!

04/18/2024

Great article on two of the toughest life transitions

The Crushing Reality Of Death And Divorce
Click here >> https://lnkd.in/gHbf_eAq

Carol Lee Roberts, CFP®, CDFA® Kopka, CFP®, RLP®

02/29/2024

Honored to be part of with the FA Magazine.

Join me at the 9th Annual Invest in Women - March 12 - 14, West Palm Beach, FL

Still need to register >> https://faconferences.com/iiw24/speakers/

04/25/2023

"It stirs up beliefs and value systems..." I had the opportunity to discuss the impact of sudden wealth on relationships in this thought-provoking CNBC article.

Check it out and learn how to manage these unique challenges: https://bit.ly/3N4XmZ3

It's obvious how financial instability can have a negative impact on your relationships, but a financial upswing can be just as challenging.

03/27/2023

Great time at the Mid Year Conference in San Antonio TX!
We love our community

Registration is open for Annual Conference in Florida.
www.financialtransitionist.com

03/01/2023

There's a real big difference between change and transition.

Most know how to deal with change but lack the skills to understand the human side of life transitions — how to guide clients from how life used to be to how life WILL be.

But there is a solution. The Financial Transitionist Institute goes deep to train you to give clients the guidance they need.

Learn more below and sign up for the next Certified Financial Transitionist® training today. Classes begin March 7 at 4:00 PM Eastern Time.
www.financialtransitionist.com

02/17/2023

No Difficult Clients, Just Clients with Difficulties.
How to reset the conversation.

Join us, February 23rd at 4:00pm EST
Click link below to register
https://www.financialtransitionist.com/30-min-no-difficult-clients

01/11/2023

Start planning your trip to San Antonio Texas, for our Mid-Year Conference 2023 - March 18th - 20th 2023.
We are blending in with SHIFT - Human First Financial Guidance.
It will be a conference to remember.

Hurry in to register now:
https://www.financialtransitionist.com/midyear2023

11/22/2022

It was great to be together, then the Hurricane blew us away... the silver lining is a virtual do-over.

You will get the original conference plus 5 new sessions packaged into a 15-hour virtual format over 5 days with 15 hours of CFP CE Credits, all recorded for long term access.

FTI/SMI Hurricane Do- Over Conference!
December 1st, 2nd, 5th, 14th & 15th 2022
1:00 pm ET - 4:00 pm ET

All Virtual & LIVE (will be recorded)

SIGN UP BELOW:
https://www.financialtransitionist.com/hurricaneconference2022

11/17/2022

Take a look at our FTI/SMI Community!

Want to join us?
www.financialtransitionist.com

10/25/2022

Partnered with NextGen Planners.
Super excited to let you all know, we have a Grief & Bereavement Webinar coming up November 2nd 2022!

Register here! https://www.financialtransitionist.com/coretrainingUK