
IDFA Online Learning

The IDFA National Conference is the definitive gathering of financial professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America come together for 2.5 days to discuss advanced divorce topics and learn how to build on their practice and provide better service to their clients.
On-demand recordings of past conferences are available for a fee as individual sessions or a full-conference package.
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Current IDFA Conference Packages and Sessions

Masterclass on Life Transitions for CDFA Professionals
There are two sides to life-altering events, the technical and the ‘other’ side, the personal. You have in-depth training on the technical side, you also see the struggles clients have following your advice and reshaping their post-divorce lives. This workshop is designed for you to experience the skills and tools for all four transition stages of a client’s divorce.

Kick Start Your CDFA Practice
This extended session will take a deep-dive into developing a successful niche divorce practice on a shoestring budget in record time.
Past IDFA Conference Packages

2022 IDFA National Conference Series Recordings
Join IDFA and our speakers as we investigate issues that are at the forefront of divorce financial planning.
Please Note: The conference bonus sessions are not part of this package and are available at an additional fee.

2022 Bonus Content: IDFA Virtual Conference Series Recordings
Two bonus seminars:
Day One as a CDFA Professional with Donna Cheswick
QDRO: What you need to know with Tim Voit and David Smith
Please Note: These sessions are not included in the purchase of the 2022 Virtual Conference Series.

IDFA 2021 Pre-Conference Recorded Sessions
The preconference sessions are “How To Jump Start Your CDFA Practice” by Nancy Hetrick CDFA®, AWMA®, MAFF®. The information packed session will provide you actionable steps to market your practice and see the return on investment you envisioned when you initially got your CDFA designation.
The second pre conference session is “Dissecting the Issues that Drive the Analysis” with Karen Sparks, J.D., CDFA®. Join Karen as she leads an extensive case study based on her practice and real life experiences, Take aways include: Tools and processes for client analysis, identifying the key issues and developing the analysis roadmap.

IDFA 2021 Virtual Conference Recordings
The Institute for Divorce Financial Analysts (IDFA®) is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
View our 2021 National Conference recordings to learn from industry leaders on how to grow and improve your practice. Come network with CDFA professionals from the US and Canada and share your passion for eliminating unnecessary financial hardships for your divorcing clients.

IDFA 2020 Virtual Conference Recordings
The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
Attend our 2020 National Conference to learn from industry leaders on how to grow and improve your practice. Come network with CDFA professionals from the US and Canada and share your passion for eliminating unnecessary financial hardships for your divorcing clients.
Past IDFA Conference Sessions

IDFA 2021 Pre-Conference Recorded Sessions
The preconference sessions are “How To Jump Start Your CDFA Practice” by Nancy Hetrick CDFA®, AWMA®, MAFF®. The information packed session will provide you actionable steps to market your practice and see the return on investment you envisioned when you initially got your CDFA designation.
The second pre conference session is “Dissecting the Issues that Drive the Analysis” with Karen Sparks, J.D., CDFA®. Join Karen as she leads an extensive case study based on her practice and real life experiences, Take aways include: Tools and processes for client analysis, identifying the key issues and developing the analysis roadmap.

Dissecting the Issues That Drive the Analysis
A client hires you as their CDFA. As you begin your analysis, the client fact pattern exposes
issues that are going to be more challenging than you originally anticipated and now you are
asking yourself the question, “What do I do now?”
This pre-conference workshop will be a hands on, interactive case study intensive session
designed to help CDFA professionals answer this question and master the divorce finance
analysis for their client scenarios.

How to Jump Start Your CDFA Practice
This extended session will take a deep-dive into developing a successful niche divorce practice on a shoestring budget in record time.
Approved for three and one half (3.5) hours of CDFA Continuing Education credit. This workshop is NOT included in the conference purchase price and must be purchased separately. All times are EASTERN

Lifestyle Analytics
The session will provide an overview of concepts supporting Lifestyle Analytics and examples of application from precedent cases and family code.

Estate Planning and Domestic Contracts
During this session, James and Irina discuss what financial professionals ought to know about estate planning, how it intersects with family law, and the role domestic contracts play in determining how property, support, and other matters should be dealt with upon breakdown of the relationship.

Behavioral Financial Advice and Financial Intelligence
In this workshop, you’ll learn how to apply groundbreaking behavioral finance tools and techniques to improve your clients’ financial decision making and create superior portfolio performance.
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