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

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.
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.

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.
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.
The Current State of the Law for Spousal Support
Steven Benmor, certified Family Law Specialist, provides an explanation of the law of spousal support: who pays who, for how long and how much. Steven conveys the legal analysis that examines factors such as the length of the spouses’ cohabitation and marriage, their standard of living during their cohabitation, the spouses’ ages, incomes, income potential, needs and budget, education, health and employment capacity, barriers to economic self-sufficiency, retirement or loss of employment, remarriage and income tax considerations. Steven also dispels the myths regarding spousal support and provides financial professionals with the tools and knowledge to ask the right questions and propose a variety of solutions to manage spousal support after divorce.​

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.
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.
The Current State of the Law for Spousal Support
Steven Benmor, certified Family Law Specialist, provides an explanation of the law of spousal support: who pays who, for how long and how much. Steven conveys the legal analysis that examines factors such as the length of the spouses’ cohabitation and marriage, their standard of living during their cohabitation, the spouses’ ages, incomes, income potential, needs and budget, education, health and employment capacity, barriers to economic self-sufficiency, retirement or loss of employment, remarriage and income tax considerations. Steven also dispels the myths regarding spousal support and provides financial professionals with the tools and knowledge to ask the right questions and propose a variety of solutions to manage spousal support after divorce.​