IDFA Online Learning
April 2026 Practice Management: The DIVORCE Framework - A Repeatable CDFA Process From Intake to Implementation
Includes a Live Web Event on 04/07/2026 at 1:00 PM (EDT)
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Register
- Non-member - Free!
- Member - Free!
April 7, 2026 1PM EST
CDFAs do not currently share a single, widely adopted practice standard similar to the CFP Board process. In this session, we will discuss the DIVORCE Framework and walk through each step, show the core deliverables, and share how this structure improves clarity, efficiency, and credibility with clients, attorneys, and mediators.
Attendees will leave with a clear step-by-step model, recommended case file outputs, and practical ways to apply the framework immediately.
Jamie M. Lima
MBA, CFP®, CDFA®
Co-Founder and CEO of Secure Split
After watching my parents navigate divorce at a young age, and going through a tremendously expensive and emotionally draining divorce myself in 2017, I founded Allegiant Divorce Solutions to help others avoid common financial mistakes during the divorce process. With nearly 20 years of financial planning experience, I guide clients through the analysis, strategy, and implementation decisions required to reach fair, durable settlements with less stress. I am also the co-founder of SecureSplit, a divorce fintech platform designed to streamline divorce financial workflows and deliver consistent, settlement-ready reporting for professionals and consumers.




