Continuing Education Requirements

The Financial Transitionist Institute (a division of the Sudden Money Institute) believes that its Certified Financial Transitionist® designation can be maintained only through continuous practice and education.

It is mandatory, therefore, that Certified Financial Transitionists® complete and report a minimum of 15 hours of Continuing Education Credit per year, with at least 10 credits from FTI/SMI. Two of those credits must be in Ethics.

The 10 credits for FTI/SMI can be achieved by:

  • Attending one of our two annual live events (the Mid-Year Conference and the Annual Conference, which are approved for up to 11 CFP CE credits – here‘s a recent conference agenda). This is your opportunity for the ongoing practice that is vital to achieving fluency in the use of our tools, protocols, and processes.
  • Completing on-demand webinars (including quizzes), which have also been approved for CFP CE credits.

The five remaining credits must have been approved by the board of the primary designation of the CeFT® (i.e., CFPBOS, IMCA, CFA Institute, AICPA) and can be reported online below.

Also see Maintaining the CeFT® Designation, for all post-certification requirements.

CE Reporting
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