What is a Certified Financial Transitionist (CeFT)?

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CeFTs have the comprehensive knowledge and skills necessary to guide clients through a variety of transitions.

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CeFTs work to help clients make better decisions for themselves and their future.

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A CeFT has the advanced expertise and depth of financial knowledge that may help you if you are going through any of these life transitions:

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– Marriage – Children – Divorce – Retirement – Losing a Spouse – Selling a Business – Winning the Lottery – Receiving a Large Inheritance or Settlement

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They can prevent you from making emotional, rather than logical financial choices that take a toll on your finances.

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What Does it Take to Earn and Maintain the CeFT?

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-- CeFT Experience and Credential Requirements

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How To Find The Best Certified Financial Transitionists For You

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Professional Designations

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What is a Certified Financial Transitionist (CeFT)?

CeFTs have the comprehensive knowledge and skills necessary to guide clients through a variety of transitions.

What is a Certified Financial Transitionist (CeFT)?

CeFTs work to help clients make better decisions for themselves and their future.

A CeFT has the advanced expertise and depth of financial knowledge that may help you if you are going through any of these life transitions:

Should You Hire a CeFT?

– Marriage – Children – Divorce – Retirement – Losing a Spouse – Selling a Business – Winning the Lottery – Receiving a Large Inheritance or Settlement

They can prevent you from making emotional, rather than logical financial choices that take a toll on your finances.

What Does it Take to Earn and Maintain the CeFT?

Those who hope to earn a CeFT designation must fulfill certain requirements set forth by the Financial Transitionist Institute.

-- CeFT Experience and Credential Requirements

-- CeFT Education Requirements

-- CeFT Exam

-- CeFT Continuing Education Requirements

-- CeFT Code of Ethics

How To Find The Best Certified Financial Transitionists For You

Professional Designations

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