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 a Certified Financial Planner (CFP), Certified Investment Manage Analyst (CIMA) or Certified Financial Advisor (CFA) designation. |
| Education Requirements | Completion of 12-month core training |
| Examination Type | Multi-disciplined exam including essays, role playing, oral exam and final exam (online, proctored) |
| Continuing Education Requirements | 15 hours per year, including 10 hours through Financial Transitionist Institute/Sudden Money Institute |
| Verification, Complaints and Accreditation | |
| Check Professional 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 | None |