• Active Certification: Provide evidence of active certification/licensure in good standing in your current role (e.g., CPA license, realtor license) for at least 5 cumulative years.
  

• Background and Credit Checks: Pass background and credit checks prior to acceptance and periodically if selected for future audits.
  

• Client References: Provide 3 references from current or former non-relative clients who can attest to your knowledge, integrity, and relationship skills.
  

• Course Completion: Complete all required training courses with a passing score on all exams within 6 months of passing the first course exam.
  

• Maintain Favorable Ratings: Maintain a favorable rating within our database of certified colleagues.

Certification Requirements

LTFP Certification Pathway

The LTFP Foundations course is not only a powerful stand-alone experience but also the essential first step in the journey toward full Life Transitions Finance Professional (LTFP) certification. As we finalize the remaining components of the certification, you will be among the first to be notified and invited to complete them. Rest assured, by completing this course, you are already well on your way to becoming a fully certified LTFP professional.