CDFA Ethics and the Practice Standards

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Includes a Live Event on 09/14/2021 at 3:30 PM (EDT)


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Join IDFA Leadership as they present recent cases that have come before the Disciplinary and Ethics committee and what you can do to avoid violating the Code of Ethics. 

Carol Lee Roberts

CFP®, CDFA®, 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® 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.

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 as well as the CDFA program materials. 

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CDFA Ethics and the Practice Standards
09/14/2021 at 3:30 PM (EDT)   |  60 minutes
09/14/2021 at 3:30 PM (EDT)   |  60 minutes