What is Financial Transitions Planning?

When life changes money changes, and when money changes life changes.®

—Susan Bradley, CFP®, CeFT®

We at the Financial Transitionist Institute (FTI) have an intention. We want to change the financial services profession. We want financial advice to be a true collaboration of human beings. And in order to do that, we need to change not only what we are doing but how we are being as financial advisors.

Financial Transitions Planning is a specialty created to fill a gap in the world of financial advisory. It was born out of the desire to identify and work through the struggles that lead to problems for the client as well as for the client-advisor relationship during major life transitions.

Clients-in-transition often struggle with communication, decision-making, managing expectations, and even implementation, and they require a different set of tools and protocols than most advisors are used to. They also require a process that explores, integrates, and celebrates who they are as individual people. As human beings. And to make matters even more enriching, some clients move through their major life events in a state of flow, and most advisors weren’t trained in ways to further enhance flow. To put it simply, until now there has not been a formal effort to address the human dynamics of financial change.

Our Training Options

Because we want to change the profession, we need multiple points of entry. We have to offer our training in a variety of ways, catering to how people like to learn, as well as how deep they want to go.

  • If you are interested in learning about the basics of Financial Transitions Planning and want something virtual, we offer Virtual Financial Transitionist Workshops.
  • If you are interested in learning about the basics of Financial Transitions Planning and you prefer to do something in person, we offer Live Financial Transitionist Workshops.
  • If you are interested in a yearlong, deep dive into Financial Transitions Planning, click here to learn more about Core training.
  • If you hold a CFP®, CIMA®, CFA®, or CPA/PFS designation and you are interested in our signature designation program and becoming a Certified Financial Transitionist®, click here.

 

Next up: Core Training