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). We offer the industry's first designation in the human dynamics of financial change and transition--the Certified Financial Transitionist® (CeFT®) designation.

Our CeFT® designation program will show 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 science-backed tools and process. And just as important, we will show 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
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