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

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.
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.​
Competent Report Writing
Report writing is an essential part of our profession. Whether it’s a cover letter or a comprehensive report for trial, understanding the basics of good report writing is a must have skill. In this webinar we will be discussing the structure, format and content of a trial appropriate report. We will also be discussing designing your Curriculum Vitae to be bulletproof upon cross-examination. Courts often require that your information be shared with the opposing counsel as well as entered into evidence. It is crucial that your written report stand as a model of clarity.​

Recommended for You

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.
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.​
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.
The Top 5 Questions Professionals Are Asked by Divorcing Clients
Join IDFA and The Divorce Solutions Group on Tuesday, November 27th @ 1:00 pm for a webinar centered around helping your clients manage the divorce process, so that you are not only seen as their trusted advisor, but also as someone who can navigate your clients through one of the most difficult times of their lives.
Common Mistakes To Avoid When Preparing Financial Statements
Most family law cases involve at least one financial issue that needs to be resolved. This requires that both parties prepare a Financial Statement and produce financial disclosure. Often, this is the first time that a client will take a hard look at his or her finances and gather all of the relevant information about their financial situation in one place. For many, this is an overwhelming endeavor. In an effort to simplify the process, clients will try to cut corners wherever possible, and inadvertently leave out important information.
The Gray Divorce Phenomenon
Approximately one in four divorces occurs among couples over 50. Chances are most of your Baby Boomer clients are lumped as “gray divorces.” How and why are they different from other generations? How do they experience divorce differently? Most importantly, how do we serve them most effectively? Justin Reckers, CFP, CDFA will share common client concerns, creative settlement examples, practice tips, thoughts on behavioral finance, and maybe even answer, “Why now after all these years?”

Popular Products

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.
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.​
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.
The Top 5 Questions Professionals Are Asked by Divorcing Clients
Join IDFA and The Divorce Solutions Group on Tuesday, November 27th @ 1:00 pm for a webinar centered around helping your clients manage the divorce process, so that you are not only seen as their trusted advisor, but also as someone who can navigate your clients through one of the most difficult times of their lives.
Common Mistakes To Avoid When Preparing Financial Statements
Most family law cases involve at least one financial issue that needs to be resolved. This requires that both parties prepare a Financial Statement and produce financial disclosure. Often, this is the first time that a client will take a hard look at his or her finances and gather all of the relevant information about their financial situation in one place. For many, this is an overwhelming endeavor. In an effort to simplify the process, clients will try to cut corners wherever possible, and inadvertently leave out important information.
The Gray Divorce Phenomenon
Approximately one in four divorces occurs among couples over 50. Chances are most of your Baby Boomer clients are lumped as “gray divorces.” How and why are they different from other generations? How do they experience divorce differently? Most importantly, how do we serve them most effectively? Justin Reckers, CFP, CDFA will share common client concerns, creative settlement examples, practice tips, thoughts on behavioral finance, and maybe even answer, “Why now after all these years?”