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 |