IDFA 2025 Conference

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. 

May Continuing Education: Maximizing Retirement Savings with the Super/Mega Roth Strategy
May 20, 2025 | Many Americans rely on employer-sponsored retirement plans, like 401(k)s, 403(b)s, and 457s, to build their financial future. While traditional contributions and employer matching are well-known, the Super/Mega Roth strategy is a lesser-known but powerful tool to maximize tax-free retirement savings.
June Practice Management: More Than a Mortgage - Strategic Housing Solutions in Divorce Settlements
June 3, 2025, 1PM EST | In this strategic session designed specifically for CDFA® professionals, Jody Bruns, founder of the Certified Divorce Lending Professional (CDLP®) and Real Estate Mediation Specialist (REM-S™) certifications, will walk you through how divorce mortgage planning is used as a collaborative settlement strategy—not just a financial product.
June Continuing Education: When Divorce Intersects with Special Needs
Join Bret Hortin has he explains special considerations in divorce for family with special needs.

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. 

April Continuing Education: Navigating the Discovery Process in Divorce Cases
This webinar provides divorce professionals, including attorneys, mediators, financial experts, and counselors, with an in-depth understanding of the discovery process in divorce cases. The session covers the strategies, tools, and best practices necessary to conduct an effective discovery to uncover all relevant information, identify hidden assets, and ensure a fair resolution for all parties involved.
March Continuing Education: Helping Money Avoidant Divorcees through Changes and Grief
03/18/2025 1PM EST |Provide practitioners with a tool to assist women who may find themselves suddenly as household CFO after many years of not being responsible for personal finance, or after many years of believing (or being told) they are 'bad with money' leaving them to avoid planning altogether. The Changes and Grief model can help practitioners identify limiting beliefs while moving forward in the planning process with compassion and understanding that grief associated with the loss of a relationship is not linear.
March Practice Management: Achieving Amicable Settlement in Gray Divorce Using Reverse Mortgages
Learn how reverse mortgages can help address some of the issues of grey divorce 1. Overview of Peak 65 and Divorce Demographics 2. How the Home Equity Conversion Mortgage (HECM) Has Changed a. Consumer Safeguards and the 4 “Nevers” b. FHA Borrower Counseling c. Underwriting that Ensures Sustainable Solutions d. New Protections for Younger Spouses 3. What Happens at Loan’s End? 4. The Distribution Options a. Lump Sum “Buy-Out the Other Side” b. Tenure Payment “Mom Can Stay in the House Due to Improved Cash Flow” c. Line of Credit “Supporting Future Needs, ex. LTC, After Portfolio Has Been Split” d. Lifestyle Home Loan “Like Paying Cash for New Home with No Payments” 5. Case Studies in Gray Divorce 6. Conclusion