IDFA Online Learning

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).

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.

From being revenue enhancer to your already existing practice, to providing this service full-time to your attorney clients, this course explores every aspect of QDROs and similar Orders making the CFA even more invaluable to your client base.

This workshop will guide you through the structure and strategy needed to confidently use your CDFA designation. This workshop will be most suitable for those who have obtained their CDFA designation within the last few years and want to confidently take their divorce niche to the next level.

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.

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.

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

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

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