Transitions drive our profession. The Financial Transitionist Institute® (“FTI”) has pioneered financial life transitions planning for 25 years.
*Financial advisors may earn the Certified Financial Transitionist® (CeFT®) designation and learn the science-based approach built by planners, for planners. It’s practical, repeatable, and universal—and rigorously tested with clients across all walks of life.
*FTI also provides custom industry training programs for financial advisors through our professional development division. Contact info@financialtransitionist.com for details.
*If you are an individual looking for guidance while you move through your own major life events, please visit our parent company, SuddenMoney.com. We understand the challenges of adapting to major life changes and we’ve been helping people just like you for over 25 years. If you’re ready to contact a financial advisor, you can go directly to our Certified Financial Transitionist® Directory at www.SuddenMoney.com.
Company Details
- Employees
- 7
- Address
- 10 Huntly Circle, Palm Beach Gardens,florida 33418,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financialtransitionist.com
- Keywords
- Financial Transitions Planning, CeFT® Training, Families in Transition, Major Life Eevents, Retirement, Widowhood, Women in Transition, Windfall, Long Life Planning, Divorce, Sale of Business, Client Engagement, Retirement, Inheritance, Legal Settlement, Marriage, Transformation, Custom Financial Advisor Group Training.
- HQ
- Palm Beach Gardens, Florida
- Competitors
- Sudden Money® Institute, Financial Therapy Association, Financial Freedom Wealth Management Group, LLC, Financial Coach, Financial Advocates, Advisor Growth Strategies LLC, Financial Gravity, Financial Synergies Wealth Advisors, Diamond Consultants - Financial Advisor Recruiters and Consultants, Financial Guideposts.
Financial Transitionist Institute® Questions
Financial Transitionist Institute®'s website is financialtransitionist.com
Financial Transitionist Institute®'s LinkedIn profile is https://www.linkedin.com/company/financial-transitionist
Financial Transitionist Institute® has
7 employees.
View email and phone details for 7
employees at Financial Transitionist Institute®.
Financial Transitionist Institute®'s industry is
Financial Services
Financial Transitionist Institute®'s top competitors are
Sudden Money® Institute,
Financial Therapy Association,
Financial Freedom Wealth Management Group, Llc,
Financial Coach,
Financial Advocates,
Advisor Growth Strategies Llc,
Financial Gravity,
Financial Synergies Wealth Advisors,
Diamond Consultants - Financial Advisor Recruiters And Consultants,
Financial Guideposts.
Financial Transitionist Institute®'s categories are Financial Services
