Practice Management: The Certified Financial Transitionist Designation and how it can help your practice.

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Recorded On: 05/03/2022

Practice Management Webinars do NOT qualify for CE

Susan Bradley

CFP®, CeFT®

Susan is the founder of the Sudden Money® Institute, which develops processes and tools for the personal side of money and for clients going through transitions. The group created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan speaks frequently in the US as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000). Susan has served as a member of the FPA’s National Board of Directors, as well as on the National Football League’s Players Association's Financial Education Advisory Board.

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Recording: Practice Management: The Certified Financial Transitionist Designation and how it can help your practice.
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