What Is A Financial Transitionist®?

A Financial Transitionist® is a professional with an established career in the financial services industry* who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them. 

Financial Transitionists® bring process and tools to their client relationships that are not add-ons. Instead, they are intrinsic to the experience of guiding someone through a transition. Their work is embodied; it’s equal parts what they’re doing and how they’re doing it. And it requires a different kind of listening, a letting go of the seat of authority, and an ability to sit with and through uncertainty. It’s not for the average person and it’s not easy work, but it’s the most rewarding work all of us involved have ever done.



*In order to be accepted into Core training, applicants must have at least five years of direct client contact and have already earned a CFP®, CIMA®, CFA®, or CPA/PFS designation. Upon completion of Core training and submission of all homework, the title Financial Transitionist® is conferred. Upon the passing of the Certification Exam, the designation Certified Financial Transitionist® is achieved (assuming there has been no change in the status of the primary designation).


Click here to learn more about becoming a Financial Transitionist®

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