For 25 years, we’ve pioneered financial transitions planning training for advisors. If you want to support clients through moments like retirement, divorce, or loss—with structure, confidence, and care—the Certified Financial Transitionist® (CeFT®) designation was built for you.

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This 12-month virtual program gives you the tools to navigate the human side of change and connects you with a community of advisors who share your commitment to deeper, more meaningful client relationships.