IDFA Online Learning
2022 Bonus Content: IDFA Virtual Conference Series
- Registration Closed
Day One as A CDFA Professional will provide you with the information you need to create a thriving Divorce FInancial Analyst practice including sample documents, marketing tips and all the basics.
QDRO: What you need to Know! Tim Voit will share the basics of QDRO's and will provide insight into what you need to know about QDRO's.
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To receive CFP CE Credit, please provide your CFP number or the last four digits of your Social Security Number.
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Includes Credits Recorded On: 09/08/2022
Discussions center around how to calculate and determine what is considered marital among the various states, Issues related to DROP and BacDROP, survivor benefits, using QDROs for child support, and how to effectively deal with plans that cannot be divided as marital property. Sample language will be provided along with a basic understanding of QDROs and the importance of settlement agreement language.
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Includes Credits Recorded On: 09/08/2022
You finally obtained your CDFA and are hyped to put your credential to work, however it's easier said than done. This workshop will guide you through the steps and strategy needed to build a successful divorce planning practice.