Learn a universal, repeatable process and tools for managing the human dynamics of financial change.  

 November 21st, 2024  1:00 PM ET

Table of Contents: Become a Certified Financial Transitionist® / Transitions Drive the Profession / Advanced Training: What You'll Learn / Why Become a CeFT® Now? / An Overview From FTI's Founder / Fall Session Live Classes / Your Investment / FAQs / Members Testimonials / Course Curriculum


Become a Certified Financial Transitionist®


While managing money is one thing, managing major life changes is entirely different. 

The two sides of money (technical and personal) are equally important and equally complex. The personal side drives decisions, especially during life transition events.

Traditional training covers the technical side while the Financial Transitionist® Institute (FTI) provides equally important and complex training on the personal side of life transitions. 

Life transition events are the primary reason advisors are hired and fired.

Transitions Drive the Profession

Clients hire financial advisors to:

Prepare them for life events, known and unknown;

Manage events when they happen;

Adjust to the change that has occurred.

Clients in transition fire advisors when the stakes are high and they don't feel heard, respected and understood.  

Advanced training and certification in life transition planning separates you from financial advisors who just say they work with clients in transition. 

Become a CeFT® professional today—register now to transform your client relationships.


In this ADVANCED Training, you get

  • 12-month structured training across six modules in the stages of transition and the behavior and thought processes of clients in transition.
  • Tools to use with your clients from day one.
  • 90-minute monthly calls with your cohort on the Third Thursday of each month at 1:00 pm ET. 
  • Coaching and feedback on client experiences.
  • A unique perspective on transitions informed by psychology, sociology, neuroscience and adaptive leadership.
  • In-person collaboration with the most engaging community of forward-thinking professionals in our industry—you’ll find the greatest, most caring people in our exclusive community, where sharing best practices shines.
  • The support of study groups and mentors, some of whom have been members of our community for nearly two decades.
  • Two one-on-one coaching calls with FTI faculty.
  • 28 CFP® CE credits.
  • Invitations to members-only events.

Why Become a CeFT® Now?


Clients are facing more complex changes, leading to a growing demand for transition expertise.

Clients change when their life is changing. Their memory, comprehension, confidence, trust, follow through and relationships often change at a time when they have critical decisions to make. 

CeFT®s are trained to use the tools and processes to help clients: 

  • Improve memory and comprehension
  • Build confidence and trust
  • Increase follow through
  • Protect and strengthen relationships that matter 

To most financial planners, transitions are an everyday occurrence, but to each client in transition, it's a life-changing, high-stakes event. Learn to treat each client in transition as a unique person with unique needs while using a universal, repeatable process. 

With trillions of dollars in motion over the next decade, learn to focus and support lives in motion. When you do this, the money in motion takes care of itself. 

* The CeFT® is a level-up designation. This means that although anyone with at least five years of face-to-face client contact can register and attend the full year of training in Financial Transitions Planning, only those with a CDFA, CFP®, CFA®, ChFC, CIMA®, CPA/PFS, CPWA, or CWS may sit for certification.

An Overview From FTI's Founder, 

Susan Bradley, CFP®, CeFT®


Fall Session Live Classes

(3rd Thursday of every month at 1:00 pm ET)

Live Zoom Classes

Class 1 November 21st 2024
Class 2 December 19th 2024
Class 3 January 16th 2025
Class 4 February 20th 2025
Class 5 March 20th 2025
Class 6 April 17th 2025
Class 7 May 15th 2025
Class 8 June 19th 2025
Class 9 July 17th 2025
Class 10 Aug 21st 2025
Class 11 Sept 18th 2025
Class 12 Oct 16th 2025

Your Investment

12 Monthly Payments


per month


One-Time Payment


You saved $255!


📧Email [email protected] for corporate group discounts.


Members Testimonials

What Our Members Say About Core Training
(Virtual 12-month Training Course)

Cicily Maton, CFP®, CeFT®

Sr. Financial Planner, The Planning Center

"I have used these tools and processes for nearly 20 years. Each time, they help me create a meaningful and sometimes profoundly important client experience that might not have happened without the tools and training." 

Ross Marino, CFP®, ChFC®, CPFA, CeFT® 

Founder of Transitus Wealth Partners

"The CeFT® tools are like the Rosetta Stone for financial planning. For years, I’ve watched clients struggle to make decisions during life’s most challenging events. Sometimes, the right decision seems obvious to everyone but the client. Why is that? Understanding how people react during times of transition is the key to understanding."

Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT® 

Founder & President of Omega Wealth Management

"The CeFT training that not only I, but my colleagues at Omega have received helps us work more collaboratively together while bringing in the 21st-century planner's communication and relationship skills that clients are looking for and now the CFP Board recognizes are needed for the future."