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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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. 

Death and Divorce: When Bad Goes to Worse
Gray Divorce, couples over the age of 50, is the fastest-growing demographic going thru a divorce. With age comes the increased risk of death and if a spouse dies during the divorce process, the unintended consequences can be drastic. During this webinar, we will identify a number of risks and suggested remedies.
Day-to-Day Money: Learn the Art of Financial Coaching
Learn specific exercises you can use to help your clients achieve financial clarity, confidence and get results, and discover the unique process for creating exercises that build your clients' financial skill set.
Unhappy Together: Avoiding Joint Tax Liability by Claiming Duress, or Innocent and Injured Spouse Relief
A client's tax return can result in substantial liability. Based on an actual case, this presentation demonstrates how to avoid or sever joint tax liability, with special attention to issues of abuse.

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. 

The Matrimonial Home: Helping Divorcing Clients Explore Their Options
During this webinar, Wanda will discuss the different options available to divorcing clients regarding decisions on the matrimonial home, the processes involved in utilizing any of these options and the drawbacks and benefits of each option.
Pension Valuations and the Audit Trail within Family Law Software
During this session, Daniel Caine will discuss defined benefit pension valuations and the coverture calculation within Family Law Software.
Criminal Divorce
In this session, we will dig deep into how to recognize criminal behavior. We will discuss the warning signs, red flags and distress signals being sent by clients that indicate extra scrutiny may be needed to determine any extent of criminality. Lastly, Peggy will share her experiences with criminal divorces and their outcomes.

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Lifestyle Analysis
During this session, Justin Reckers will walk you through the theory, practical application and actual preparation of a Lifestyle Analysis in Matrimonial Dissolution matters. Sometimes called Marital Standard of Living Analysis, the concept of Lifestyle Analytics can be used in support of alimony and child support cases as well as characterization of assets between marital and separate property and finally uncovering hidden assets.
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.
Criminal Divorce
In this session, we will dig deep into how to recognize criminal behavior. We will discuss the warning signs, red flags and distress signals being sent by clients that indicate extra scrutiny may be needed to determine any extent of criminality. Lastly, Peggy will share her experiences with criminal divorces and their outcomes.
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.
Reverse Mortgage Solutions for Housing and Settlement During Silver Divorce
When analyzing housing wealth as a divorce asset, a reverse mortgage may be a vehicle to provide secure housing for one or both parties or a source for settlement options for homeowners age 62 or older.