Learning with the Institute for Divorce Financial Analysts

Welcome to IDFA Learning, our new 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.

We have already uploaded some of our most popular articles and blogs here, and you can expect more content soon from us. Start learning today!

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Watch Our Latest Webinars

Why Do Smart People Do Dumb Things with Their Money?
The single biggest factor in portfolio growth is NOT asset allocation, investment selection or market timing. The single biggest factor is the saving and investing behavior of your clients. This program will help you and your clients significantly improve their financial decision-making and investing behavior, especially under pressure.
Creating Assets Using Premium Finance and Existing Expenses
For clients going through a divorce, a holistic approach to a client’s financial plan and life insurance should be a core focus; specifically, premium financed life insurance. Through a series of case studies and examples, David will explore real, tangible benefits for clients who may not be in a cash position to pay large annual premiums for permanent life insurance policies.
How to Get More Prospects To Say “Yes”
​As service-based professionals, you have the power to deeply impact and influence the lives of your clients. How rewarding would it be to serve more clients who are willing and ready to engage in your services? Sylvia Garibaldi, Founder of SG and Associates, discusses best practices on how to get more prospects to become clients.

Recommended for You

The Role of the CDFA® in the Collaborative Law Process
With over a dozen successful cases as a Financial Neutral, Diane Pappas offers her best practices, from how to get involved with a collaborative group to what to do as a neutral and more importantly, what not to do.
Maximizing the Role of the Financial Neutral in Collaborative Divorce
The financial neutral role in Collaborative Divorce Cases can present challenges that you may not have faced in your other cases. This webinar will explore why to use a financial neutral, what our role is and how we can help to optimize settlements, and how the team can help support us for the most positive client outcomes.
Creating Assets Using Premium Finance and Existing Expenses
For clients going through a divorce, a holistic approach to a client’s financial plan and life insurance should be a core focus; specifically, premium financed life insurance. Through a series of case studies and examples, David will explore real, tangible benefits for clients who may not be in a cash position to pay large annual premiums for permanent life insurance policies.
Strategy for Converting a CDFA® Prospect to a CDFA® Client
If you are a newer CDFA and looking for a solid process to help you develop your divorce niche, this webinar discusses ideas and strategies designed to streamline your initial contact with a prospective client to spur them into taking action. Some of the items covered will include: handling the initial conversation; screening questions; process for your first meeting; and follow-up procedures.
Why Do Smart People Do Dumb Things with Their Money?
The single biggest factor in portfolio growth is NOT asset allocation, investment selection or market timing. The single biggest factor is the saving and investing behavior of your clients. This program will help you and your clients significantly improve their financial decision-making and investing behavior, especially under pressure.
How to Get More Prospects To Say “Yes”
​As service-based professionals, you have the power to deeply impact and influence the lives of your clients. How rewarding would it be to serve more clients who are willing and ready to engage in your services? Sylvia Garibaldi, Founder of SG and Associates, discusses best practices on how to get more prospects to become clients.

Popular Products

The Role of the CDFA® in the Collaborative Law Process
With over a dozen successful cases as a Financial Neutral, Diane Pappas offers her best practices, from how to get involved with a collaborative group to what to do as a neutral and more importantly, what not to do.
Maximizing the Role of the Financial Neutral in Collaborative Divorce
The financial neutral role in Collaborative Divorce Cases can present challenges that you may not have faced in your other cases. This webinar will explore why to use a financial neutral, what our role is and how we can help to optimize settlements, and how the team can help support us for the most positive client outcomes.
Creating Assets Using Premium Finance and Existing Expenses
For clients going through a divorce, a holistic approach to a client’s financial plan and life insurance should be a core focus; specifically, premium financed life insurance. Through a series of case studies and examples, David will explore real, tangible benefits for clients who may not be in a cash position to pay large annual premiums for permanent life insurance policies.
Strategy for Converting a CDFA® Prospect to a CDFA® Client
If you are a newer CDFA and looking for a solid process to help you develop your divorce niche, this webinar discusses ideas and strategies designed to streamline your initial contact with a prospective client to spur them into taking action. Some of the items covered will include: handling the initial conversation; screening questions; process for your first meeting; and follow-up procedures.
Why Do Smart People Do Dumb Things with Their Money?
The single biggest factor in portfolio growth is NOT asset allocation, investment selection or market timing. The single biggest factor is the saving and investing behavior of your clients. This program will help you and your clients significantly improve their financial decision-making and investing behavior, especially under pressure.
How to Get More Prospects To Say “Yes”
​As service-based professionals, you have the power to deeply impact and influence the lives of your clients. How rewarding would it be to serve more clients who are willing and ready to engage in your services? Sylvia Garibaldi, Founder of SG and Associates, discusses best practices on how to get more prospects to become clients.