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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 Training Requirements

Candidates must have at least five years of direct client service and hold an approved prerequisite designation.

Designation Training Requirements

12-month interactive training course

Designation Exam Type

Proctored, closed book, online final exam

Continuing Education Requirements

15 hours per year, including 10 hours through Financial Transitionist Institute

Verification and Complaints
Online Designation Resource

Online at Find an Advisor 

Investor Complaint Process

Submit complaints by email, mail or via an online complaint form

Published List of Disciplined Designees

Online at Disciplined Individuals