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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

None