2022 IDFA Virtual Conference Welcome

3.75 (4 votes)

Recorded On: 09/15/2022

Welcome to the 2022 VIrtual Conference Series.  Join Carol Lee Roberts and Nancy Hetrick as we explore a wide variety of topics that will inform and enhance your CDFA practice.

Carol Lee Roberts (Moderator)

CFP®, CDFA®, CeFT, CCyBP, ICE-CCP, President

Carol Lee Roberts, CFP®, CDFA®, is the President of the Institute for Divorce Financial Analysts™, and has over 30 years of experience in the financial services industry and holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst®, Certified Financial Transitionist, and Certified Cybersecurity Business Professional designations.

Carol Lee received her undergraduate degree from Augustana College and her Master’s Degree in Financial Planning from DePaul University. As the Director of the Office of Professional and Continuing Education at DePaul University, her Financial Planning Education Center had the third-largest Financial Planning Certificate program in the country and also offered classroom courses for the CDFA® designation. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, D.C., and has also obtained the Institute for Credentialing Excellence Certified Credentialing Professional designation. 

As President of IDFA, she has seen the number of certificants in both Canada and the U.S. grow substantially and hosts an annual conference that continues to grow significantly year over year.  Carol Lee authored the publications Tools & Techniques and Divorce Planning. and is the editor of the Divorce Survival Guide. 

Key:

Complete
Failed
Available
Locked
Recording: 2022 IDFA Virtual Conference Welcome
Open to view video.
Open to view video.