Certified Financial Transitionist (CeFT®)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization The Financial Transitionist Institute
Qualification and Educational Requirements
Prerequisites Five years of direct client service experience (face-to-face) AND hold one or more of the following designations: Certified Financial Planner (CFP), Certified Investment Manage Analyst (CIMA), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), Certified Public Accountant/ Personal Financial Specialist (CPA/PFS), and/orChartered Financial Analyst (CFA).
Education Requirements Completion of 12-month core training   
Examination Type Daylong, proctored, closed book exam includes multiple choice, structured response, essays, and live, role-playing. Exam is internet-based.
Continuing Education Requirements  15 hours per year, including 10 hours through Financial Transitionist Institute/Sudden Money Institute 
Verification, Complaints and Accreditation
Check Designation Status Online Online at Find an Advisor   
Investor Complaint Process Yes, by email, mail or by submitting an online complaint form  
Published List of Disciplined Designees Yes  
Accredited By