If you are a financial services professional interested in retaining clients who are going through major life events or acquiring new ones, you’ve come to the right place! We wrote the playbook for when life changes, and we want to show you how to use it. The Financial Transitionist Institute is the training division of the Sudden Money Institute, offering the industry’s first designation in transitions—the Certified Financial Transitionist® (CeFT®).
If you are an individual anticipating or experiencing a major life event yourself or within your family, please visit our parent company, SuddenMoney.com. Life transitions can be difficult. If yours is difficult, we can make it easier. If yours is going well, we can make it even better. If you’re ready to contact one of our experts in financial transitions, you can go directly to our Certified Financial Transitionist® Directory.
Separate yourself from your peers with the knowledge, process, and tools necessary to handle the challenges of the personal side of money.
Develop a deep understanding of the human dynamics of change and transition.
Co-create the highest of outcomes for your clients.
Join our unique and vibrant community.
Fill in the form for Susan Bradley’s tips: Four Ways to Serve Clients in Transition