We Help You Help Your Clients
Sudden Change In Your Clients Financial Situation Can Be A Life-Altering Event

As a Certified Financial Transitionist™ you will have a deep understanding of the human dynamics of change and transition that allows you to become your clients thinking partner as well as their financial or legal expert.

Start the process today.  Click Here to learn more.

 

A Message From Susan Bradley

We started in June of 2000 with the first financial planning model for managing Sudden Money and related windfalls. We soon realized we had uncovered a specialized area of practice, Financial Transition Planning, requiring more than what traditional planning provides. As a result of rigorous study, development, and tens of thousands of hours of experience we have formalized an unique process and tool set. We are proud to now offer the Certified Financial Transitionist™( CFT™) training for those interested in developing an expertise in working with clients facing major life events. Transition are the primary reason people hire advisors, a CFT™ can separates themselves from their peers with the knowledge, specific process and the tools gained during our 24-months of training and coaching.
I invite you to consider adding CFT™ training to your professional expertise.
Read More About Financial Transition Planning in July's Issue of Inside Information

  1. October 13th-28th, 2014
    October Virtual CFT Training
  2. November 13th-14th, 2014
    Palm Beach Gardens, FL
  3. January 22nd-23rd, 2015
    Palm Beach Gardens, FL

Why Sudden Money Institute?

Learn How SMI Can Help
More than just experience, we have in depth research and study on decision making that is a key component of our systems and processes. Find out more today using the links below.

Become a CFT™

Learn More On Becoming An Advisor
By adhering to Sudden Money cues and protocols, transition planning can be a positive experience; one that respects people, situations and better futures.

Professional Resources

Visit Our Office For A Tour
Are you interested in learning more about what we do, how we do it and most importantly, what’s in it for you as a Sudden Money Institute Advisor? Request a personalized tour today!

Become An Advisor

Catch the wave. Become a financial transition planner expert. SMI will show you the way.

Start Here

Request A Tour

Are you interested in learning more about what we do? Request a personalized tour today!

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Read Our Whitepaper

Learn more by reading out Whitepaper The Case for a Formal Financial Transition Process

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Read Our Book

SUDDEN MONEY Managing a Financial Windfall

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