Download your copy of the Sudden Money Institute
Transition Journal
"When looking for tools and processes to help clients with the personal side of money, I could think of no better training opportunity than that which is offered through the Financial Transitionist Institute. An important added benefit is the community and fellowship aspects of the training, too.
- Moira Somers, PhD, C.Psych
Author of ‘Advice that Sticks’
"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 planners communication and relationship skills that clients are looking for and now the CFP Board recognizes are needed for the future."
- Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Founder & President of Omega Wealth Management
"The CeFT® tools are like the Rosetta Stone for financial planning. For years, I’ve watched clients struggle making 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 transitions is the key to understanding."
Ross Marino, CFP®, ChFC®, CPFA, CeFT®
Founder of Transitus Wealth Partners
Registration is now open for all CeFT® & non-members.
Conference will be held at the West Palm Beach Marriott.
November 6th thru 8th 2023
See you in beautiful sunny West Palm Beach, Florida
Become a CeFT®
Learn a universal, repeatable process and tools for managing the human dynamics of financial change with this advanced certification in life transitions.
Next Training Starts:
June 21st 2023
