The Financial Transitionist® Institute (a division of the Sudden Money Institute) believes that its Certified Financial Transitionist® designation can only be maintained through continuous practice and education.
It is mandatory, therefore, that Certified Financial Transitionists® complete and report a minimum of 15 hours of Continuing Education Credit per year, with at least 10 credits from FTI/SMI. Two of those credits must be for Ethics.
The 10 credits for FTI/SMI can be achieved by:
The five remaining credits must have been approved by the board of the primary designation of the CeFT® (i.e., CFPBOS, IMCA, CFA Institute, AICPA) and can be reported online here.
Because ongoing practice is vital to the fluency of use of our tools, protocols, and processes, CeFTs® are also required to attend at least one live FTI/SMI event every two years.
Also see Maintaining the CeFT® Designation, for all post-certification-exam requirements, including a description of the continuing Levels of Membership.