IDFA Online Learning

This session examines how challenging client behaviors can affect the financial planning process in high-conflict divorce cases. Participants will explore common financial tactics used to create confusion or distort information, and how these behaviors can impact data gathering, analysis, and professional judgment. The discussion focuses on recognizing early warning signs, maintaining objectivity, and preserving the integrity of financial analysis while navigating emotionally charged client interactions. Emphasis is placed on role clarity, professional boundaries, and sound decision-making in complex planning situations.

This session explores the role of mediation skills in professional financial planning engagements, with a focus on managing conflict, emotional dynamics, and communication challenges in high-stakes client situations. Participants will examine how effective mediation techniques support professional judgment, role clarity, and client-centered decision-making. The discussion emphasizes maintaining objectivity, managing emotionally charged interactions, and facilitating productive dialogue while remaining aligned with professional responsibilities and ethical boundaries.

Panelists will share everyday practice standards that will elevate your business and help you navigate complex ethical situations. Our panelists will give you actionable tips that you can begin using immediately to build a sustainable practice and improve profitability and efficiency.

This facilitated case study session examines a real-world financial planning scenario to deepen participants’ analytical skills and professional judgment. The session begins with an overview of the case, followed by structured small-group analysis guided by an advanced CDFA® facilitator. Participants will evaluate key financial issues, assess planning considerations, and apply relevant financial principles to a complex client situation. Targeted discussion questions support consistent analysis and practical application, reinforcing sound financial decision-making in real-world contexts.

This package offers the recordings from the 2025 IDFA National Conference (excluding the pre-conference recordings).

This package offers the recordings for the 2025 pre-conference sessions.

This package offers the recordings for the 2024 conference pre and post-conference sessions.

This package offers the recordings from the 2024 IDFA National Conference from May 6 - 8, 2024 (excluding the pre and post-conference recordings).

This package includes the sessions below: - Jump Start Your CDFA practice, with Nancy Hetrick - MasterClass on Life Transitions for CDFAs, with Susan Bradley

This package offers the recordings from the 2023 IDFA National Conference from September 18 - 20, 2023.

This package offers the recordings for the 2025 pre-conference sessions.

Gain an in-depth understading of exactly how to handle the most common executive compensation awards in a divorce situation.

Transform your expertise into a powerful revenue enhancer with the Certified QDRO Specialist (CQS) designation. Whether you’re incorporating QDRO services into your existing practice or pursuing it full-time for attorney clients, this session will show you how to become an invaluable asset in the world of divorce and retirement benefit division.

This workshop is designed to give you practical, repeatable tools and process to reframe your engagements with women at any stage of a life transition.

This package offers the recordings for the 2024 conference pre and post-conference sessions.

Learn how to attract media coverage to your business, the basics of persuasive public speaking, and how to interview with media outlets and how to journalists' language.