Certified Financial Transitionist (CeFT)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Issuing Organization | The Financial Transitionist Institute |
| Qualification and Training 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). |
| Designation Training Requirements | Completion of 12-month core training |
| Designation Exam 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 and Complaints | |
| Online Designation Resource | Online at Find an Advisor |
| Investor Complaint Process | Yes, by email, mail or by submitting an online complaint form
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| Published List of Disciplined Designees |
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