Whether they begin with an inheritance, the sale of a business, or both simultaneously, transitions thrust individuals and families into a position where what was once considered stable is suddenly in flux. Traditional financial planning definitely covers the bases when it comes to important topics such as taxes, investments, cash flow, and estate planning. But that’s only half of the experience of financial change. The other half is the human experience of adapting to change.
The Sudden Money Institute (SMI) has spent 19 years studying the psychology, sociology, and neuroscience of change. They’ve even delved into what thought leaders in the business world say about change and adaptation. As important, they know that perceptions and expectations about change are powerful and can profoundly affect thinking and decision-making.
The Sudden Money Institute created the Certified Financial Transitionist® (CeFT®) designation to give financial planners and their clients science-based, field-tested tools and protocols designed specifically to merge the personal side and the technical side of financial change. The training and certifying division of SMI, the Financial Transitionist Institute, awards this new designation only after candidates demonstrate: fluency with the unique skill set of the CeFT®; deep knowledge of the stages of transition; and skillful use of proprietary materials designed for Financial Transitions Planning. That yearlong-plus process includes mandatory coaching, over 30 hours of coursework, and a Day-Long Certification Exam that tests content, communication, and listening.
The result? Professionals who can create solutions that are customized for each client’s unique values, relationships, and vision of the future.
To find out more about this certification:

https://financialtransitionist.com/