The Financial Transitionist Institute® (FTI),

a division of The Sudden Money® Institute (SMI)



The Financial Transitionist® Institute (FTI) is the training and certification division of the Sudden Money® Institute (SMI).

SMI spent over 16 years studying the human dynamics of financial change and now FTI can teach you how to identify and work through the behavioral and cognitive struggles that lead to problems during major life transitions. From struggles with communication, decision-making, managing expectations, and even implementation, we've got you covered. And just as important, we can teach you how to identify when a client is in a state of flow and provide you with tools to further enhance that flow.

What difference does all of this make?

  • It increases trust, confidence, and adherence on the part of the client.
  • It provides you with a clear, repeatable process that clarifies purpose and drives action. 
  • It's useful with all clients, not just those experiencing life transitions.


Learn more about our Certified Financial Transitionist® designation and what it takes to earn it.

Contact Us

10 huntly circle
palm beach gardens, fl 33418
ph: 561-776-6209
send an email