It is the mission of the FTI Board to act in the public interest by providing financial advisors with training that is integral to the understanding of the personal side of the client’s financial life. The purpose of the education, examination, experience and ethics requirements of the Certified Financial Transitionist® designation is to produce financial advisors whose understanding of the human dynamics of financial change better position them to serve their clients than with their primary designation alone.
It is the FTI Board’s priority to uphold its Code of Ethics and take every legitimate consumer complaint seriously. To that end, it has appointed a Complaints and Discipline Committee (“CDC”) to investigate complaints as well as issue and enforce appropriate sanctions. For more on the details of our standards and the procedure for enforcing them, please see:
Please also review our Global Disclaimer, in its entirety.