IDFA Online Learning
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Includes Multiple Live Events. The next is on 09/02/2025 at 3:00 PM (EDT)
Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce.
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- Non-member - $1,875
- Member - $1,875
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Includes Multiple Live Events. The next is on 04/08/2025 at 3:00 PM (EDT)
Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce.
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- Non-member - $1,875
- Member - $1,875
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Includes Multiple Live Events. The next is on 01/07/2025 at 3:00 PM (EST)
Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce.
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- Non-member - $1,875
- Member - $1,875
- More Information
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Includes Credits Includes a Live Web Event on 10/15/2024 at 1:00 PM (EDT)
The presentation will go discuss all the aspects of valuing privately held business pursuant to an asset division in divorce. The presentation will discuss when a business needs to be valued, what methods are used, and the different types of reporting that will hold up court, mediation, collaborative law.
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- Non-member - Free!
- Member - Free!
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Includes Credits Includes a Live Web Event on 09/17/2024 at 1:00 PM (EDT)
This webinar provides a comprehensive overview on how to navigate the complex federal regulations governing the division of the Federal Employees Retirement System (FERS) in the context of divorce or legal separation.
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- Non-member - Free!
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Includes Multiple Live Events. The next is on 09/10/2024 at 3:00 PM (EDT) Recorded On: 09/03/2024
Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce.
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Register
- Non-member - $1,875
- Member - $1,875
- More Information
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Recorded On: 09/03/2024
Ivy Menchel and Lili Vasileff provide a brief overview of the national Association of Divorce Financial Planners (ADFP) and the evolution of divorce financial planning that gave rise to two unique organizations with synergistic benefits for members: the IDFA and the ADFP.
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- Non-member - Free!
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Includes Credits Recorded On: 08/20/2024
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
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Recorded On: 08/06/2024
Discover how to serve a new generation of consumers efficiently and profitably by defining your ideal client and specializing in serving their needs. If you were diagnosed with a rare disease, would you go to the general practitioner in town? Or would you find a doctor that specializes in cases like yours? The next generation of clients are seeking advisors who offer specialized services that reflect their unique needs, and delivering deep value takes a targeted approach.
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In this guide, you will find information to help you as you study to become a CDFA professional. Please take time to read this guide thoroughly, as it will provide information on the expectations and responsibilities as a CDFA candidate, and the examination process.
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