Basic Maintenance


Basic Maintenance is for individuals who have successfully completed Core training and are not eligible to sit for certification. Basic Maintenance enables professionals to say that they have been trained in Financial Transitions Planning by the Financial Transitionist Institute, a division of the Sudden Money Institute. This level allows continued usage of the co-branded Core materials, and its members are considered part of the FTI/SMI community and are invited to all members-only events.

This level is available only to those who are renewing their membership. Here is the Renewal Application. Please complete and email it to