Transition training is founded on pioneering science.

Certified Financial Transitionists® are specially trained to guide clients through life transitions using unique processes and tools.

These protocols have been built to incorporate cutting-edge research on human reactions to change in the areas of neuroscience, physiology, sociology and psychology.

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Financial transitions planning draws on scientific insights about how people process change, make decisions under stress, and adapt to new circumstances.

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It’s a disciplined approach rooted in evidence—not guesswork—designed to meet clients where they are and help them move forward with clarity and confidence.

By integrating these principles, trained advisors are able to provide structured, supportive guidance to clients that aligns with how the brain and emotions actually function during times of upheaval.

Transition training is a smart 

investment in your practice.

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Transition periods are money in motion.

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For example, in the coming decade, the financial advice industry will experience a historic shift: a massive transfer of wealth.

Women are expected to control up to $30 trillion in financial assets*. 

Study after study report that women prioritize a communicative relationship with their advisor. 

Women investors tend to be loyal clients and good sources of referrals. Over a lifetime, women make an average of 26 referrals to their advisor, compared to 11 referrals made by clients who are men**.

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Advisors who are trained to support clients through life transitions are better positioned to build the kind of lasting, trust-based relationships that drive both retention and growth.

Transitions training leads to deep, loyal client relationships.
 
Financial advisors are increasingly expected to do more than manage portfolios. They are also guiding clients through some of life’s most emotionally charged and complex moments.

Whether it's the death of a spouse, a divorce, an inheritance, or a career change, these events come with a mix of financial and emotional upheaval.

Traditional financial training focuses heavily on technical knowledge, but it often overlooks the human side of change: how people manage uncertainty, make decisions in difficult times, and find their way to a new normal.

That’s where transitions training makes the difference—equipping advisors with tools to navigate the personal side of money with empathy and confidence. It’s not just about better conversations; it’s about building trust that lasts through every phase of a client’s life.