Learning with the Institute for Divorce Financial Analysts

Welcome to IDFA Learning, our learning platform for CDFA professionals from across the country.  Here you can register for upcoming webinars, manage your Continuing Education requirements for certification, find blogs and articles on finance and divorce, watch past presentations, and more. Start learning today!

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Upcoming Live Webinars

Stay current on the latest trends and best practices in divorce financial analysis. Brought to you by IDFA and subject matter experts in the field, get high-quality education and training without leaving your home or office. Practice Management Webinars do NOT qualify for CE Credit. 

Lifestyle Analytics
During this session, you will walk through the theory, practical application and actual preparation of a Lifestyle Analysis in Matrimonial Dissolution matters. Sometimes called Marital Standard of Living Analysis, the concept of Lifestyle Analytics can be used in support of alimony and child support cases as well as characterization of assets between marital and separate property and finally uncovering hidden assets.
Practice Management: Understanding Your Ideal Client’s Driving Motivations Better Than They Do
In this powerful, interactive session, we go beyond the surface of client demographics to uncover the deep-seated motivations driving your ideal client. We’ll explore the crucial psychographics that influence their decision-making during one of the most pivotal moments in their lives—divorce.

Watch Our Latest Webinars

On-demand webinars qualify for 1-hour of CDFA-CE credit for 3 months from the date of the live session. To receive credit, complete the corresponding quiz following the recording. NOTE:  Practice Management Webinars do NOT qualify for CE Credit. 

Practice Management: How to integrate dtour.life and its client-centric financial tools into your case workflow.
Learn how dtour.life can transform the client-professional workflow in divorce.
Valuation and Divorce
The presentation will go discuss all the aspects of valuing privately held business pursuant to an asset division in divorce. The presentation will discuss when a business needs to be valued, what methods are used, and the different types of reporting that will hold up court, mediation, collaborative law.
Practice Management: Engaging Tomorrow’s Investors Overview
Just like changes in the market require a new approach to investing, changes in client demographics require a new approach to how advisors engage and serve modern clients. Advice must become equal parts financial guidance and human understanding – beginning with a personal connection and creating a trusted, collaborative relationship centered on empathy, education and empowerment.