IDFA Online Learning

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.

This extended session will take a deep-dive into developing a successful niche divorce practice on a shoestring budget in record time.

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.

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.

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.

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.

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.

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.

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.

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

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

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.

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.