Certified Financial Transitionist (CeFT®)
|Status||Currently offered and recognized by the issuing organization.|
|Issuing Organization||The Financial Transitionist Institute|
|Qualification and Educational Requirements|
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).
Completion of 12-month core training
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|
|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||