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 | 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 |
