IDFA Online Learning
CDFA Ethics: Anonymous Case Studies
Recorded On: 05/07/2019
Barbara and Carol Lee explore anonymous case studies and discuss ethical issues to be aware of when working with divorcing clients—and what not to do!
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.
EdM2, MSP, CFP®, CFS, CMC, CDFA®, CeFT®
Barbara is a Certified Financial Planner™ and one of the first Certified Divorce Financial Analysts (CDFA) in Massachusetts. In 2016, Barbara received additional training as a Certified Financial Transitionalist (CeFT®) which has further enhanced her ability to help people going through all types of major life changes.