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. 

October Continuing Education: Beneficiary Designations in Divorce
October 21, 2025, 1PM EST | For CDFAs navigating the complexities of divorce, the topic of beneficiary designations is a critical area that, if mishandled, can have significant and unintended financial consequences for clients. This webinar will explore the intricate landscape of beneficiary designations during divorce and equip CDFAs with the knowledge and strategies to handle revocations, common pitfalls and best practices.
November Practice Management: Why Amicable Divorce Network is the future of divorce
November 4th 1:00 PM Eastern , Join Tracy Moore-Grant to learn about the Amicable Divorce Network and what it can bring to your practice.
November Continuing Education: How to Read a Business Valuation Report
November 18th 1:00 PM Eastern, Learn how to read and interpret a Business Valuation Report. Divorce often involves business ownership and the business needs an independent valuation. But once you get the report, do you know how to read it, how to explain it to your clients?

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. 

September Continuing Education: In Search of Equitable Outcomes - An Alternative Method of Calculating Retirement Plan Tax Discounts
This webinar explores an alternative approach that addresses the mismatch between when the tax money is received by the party and when the tax liability is actually incurred. Learn how to use the Point in Time formula to estimate a tax discount, a practical and easy to use tool in your quest to provide equitable outcomes.
September Practice Management: Communicate Financial Decisions in Divorce using Asset-Map
September 2nd, 1:00 PM Eastern, Join Adam Holt and CDFA certified financial professionals as they run a case study communicating the before, during and after complexities of divorce and how it impacts their financial life. Accelerate the conversation using visuals to give your client peace of mind, regardless of their past involvement in joint financial decisions. 1. See how to quickly get all parties on the same page through visual financial inventories 2. Learn how to discuss and broach critical financial risks, resulting from a divorce 3. Find out ways to help both sides of the table quickly get to agreements on how to distribute financial instruments
August Continuing Education: Dividing Equity Compensation in Divorce
August 19, 2025 1PM | Join our August 19 webinar with Jacki Roessler covering RSUs, challenges in divorce, and the methods for handling the division of RSUs after the date of divorce.