What Is A Certified Financial Transitionist™?

Transition expertise matters. It is the primary reason advisors are hired and fired!

Financial Transitions Planning is a specialized area of practice. The Sudden Money Institute trains the Certified Financial Transitionist™, the experts in Financial Transitions Management. People facing a major life change seek, appreciate and value professional guidance and a proven process to follow.

Advisors who lack the training and transitions tools are at a significant disadvantage.

  • 70% of new clients hire advisors because of a major life event
  • 70% of widows and divorcees fire their advisors within one year
  • 100% of clients will go through transitions at various stages of their lives

Based on thirteen years of study and development as well as thousands of hours of client experience, we know our process and materials work.

Learn more about Becoming a Sudden Money Certified Financial Transitionist™