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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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IDFA Conference Packages

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.
Everything You Need to Start Your CDFA Practice
Topics to be covered include: - Defining your vision and your target markets - Crafting a successful marketing plan and content creation - The Nine Areas to Master for a Successful Business and what to tackle first - The Client Lifecycle - Mastering the Initial Consultation If you’ve had your CDFA® for a while but you aren’t seeing the results you had hoped for, this session is for you. Approved for three (3) 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
IDFA 2021 Virtual Conference
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 2021 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.

IDFA Conference Sessions

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.
Everything You Need to Start Your CDFA Practice
Topics to be covered include: - Defining your vision and your target markets - Crafting a successful marketing plan and content creation - The Nine Areas to Master for a Successful Business and what to tackle first - The Client Lifecycle - Mastering the Initial Consultation If you’ve had your CDFA® for a while but you aren’t seeing the results you had hoped for, this session is for you. Approved for three (3) 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
IDFA 2021 Virtual Conference
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 2021 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.
Lifestyle Analytics
The session will provide an overview of concepts supporting Lifestyle Analytics and examples of application from precedent cases and family code.
CDFA Ethics: Anonymous Case Studies
Barbara and Carol Lee explore anonymous case studies and discuss ethical issues to be aware of when working with divorcing clients—and what not to do!
How to Prepare a Successful Analysis
What makes an analysis successful? A successful analysis brings clarity and peace of mind and eventually allows the client to move forward. An analysis must also be easy for anyone to understand no matter their level of financial prowess.