IDFA Online Learning
Divorce financial planning can help divorcing clients arrive at a settlement that is fully understood by all involved and can provide clients and their lawyers with a clear understanding of how the decisions they make today will impact a client’s financial future. In this course, we’ll explore a broad range of topics on the financial issues related to divorce, including:
- Overview of divorce laws and procedures;
- Marital vs. separate property;
- Pensions and retirement plans;
- Options for the marital home;
- Fundamentals of child and spousal support;
- Tax issues related to selling or transferring property;
- Debt, credit, and bankruptcy;
- And much more.
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.