Divorce Financial Analysis : Spring 2023

  • Registration Closed

Start Date:               April 3, 2023

End Date:                 June 6, 2023

Format:                     Online (a blend of virtual synchronous and asynchronous collaboration)

Hours:                       40 hours (includes 3 hours per week for readings and discussions) 


Divorce financial analysis 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. Through a blend of synchronous and asynchronous collaboration, 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 more!

Class meets each Tuesday at 3 PM EASTERN 

Leslie Blue (Moderator)

CDFA®, AAMS®

Financial Coach, Blue Heart Mediation

Leslie Blue is the founder of Blue Heart Mediation, a center that helps couples in the Mesa/Chandler area divorce in a better way.  She spent most of her career in Finance and has focused on helping couples take control of the divorce process to center the family and future financial outcomes for the past five years as a CDFA® Practitioner.  Leslie is Series 65 Certified and an AAMS®.  She is an instructor for the Institute of Divorce Financial Analysts® and she is currently serving on the Board of the The Family Service Agency of Arizona.

Key:

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Welcome!
Course Outline
Open to download resource.
Open to download resource.
CFP CE Credit
1 Question
1 Question If you would like to receive CE credit for CFP Board, please provide your CFP number. Please note IDFA only reports CFP Continuing Education Credits to CFP Board of Standards for US CFP Professionals.
Week 1: The Current State of Divorce and the CDFA Professional
The Current State of Divorce and the CDFA Professional
Begin self-paced component package.
Begin self-paced component package.
PDF: The Current State of Divorce and the CDFA Professional
Open to download resource.
Open to download resource.
Session Recording: The Current State of Divorce and the CDFA Professional
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Presentation Slides: The Current State of Divorce and the CDFA Professional
Open to download resource.
Open to download resource.
Week 2: Overview of Divorce Laws and the Expert Witness
Overview of Divorce Laws and the Expert Witness
Begin self-paced component package.
Begin self-paced component package.
PDF: Overview of Divorce Laws and the Expert Witness
Open to download resource.
Open to download resource.
Session Recording: Overview of Divorce Laws and the Expert Witness
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Presentation Slides: Overview of Divorce Laws and the Expert Witness
Open to download resource.
Open to download resource.
Week 3: Analyzing the Financial Data
Analyzing the Financial Data
Begin self-paced component package.
Begin self-paced component package.
PDF: Analyzing the Financial Data
Open to download resource.
Open to download resource.
Session Recording: Analyzing the Financial Data
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Presentation Slides: Analyzing the Financial Data
Open to download resource.
Open to download resource.
Week 4: Division of Property and Related Tax Issues
Division of Property and Related Tax Issues
Begin self-paced component package.
Begin self-paced component package.
PDF: Division of Property and Related Tax Issues
Open to download resource.
Open to download resource.
Session Recording: Division of Property and Related Tax Issues
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Presentation Slides: Division of Property and Related Tax Issues
Open to download resource.
Open to download resource.
Week 5: Division and Tax Treatment of Retirement Plans
Division and Tax Treatment of Retirement Plans
Begin self-paced component package.
Begin self-paced component package.
PDF: Division and Tax Treatment of Retirement Plans
Open to download resource.
Open to download resource.
Calculator Review
Open to view video.
Open to view video.
Calculator Review
Open to download resource.
Open to download resource.
Session Recording: Division and Tax Treatment of Retirement Plans
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Presentation Slides: Division and Tax Treatment of Retirement Plans
Open to download resource.
Open to download resource.
Week 6: Valuation and Sale of the Marital Home
Valuation and Sale of the Marital Home
Begin self-paced component package.
Begin self-paced component package.
PDF: Valuation and Sale of the Marital Home
Open to download resource.
Open to download resource.
Session Recording: Valuation and the Sale of the Marital Home
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Presentation Slides: Valuation and Sale of the Marital Home
Open to download resource.
Open to download resource.
Week 7: Spousal and Child Support
Spousal and Child Support
Begin self-paced component package.
Begin self-paced component package.
PDF: Spousal and Child Support
Open to download resource.
Open to download resource.
Session Recording: Spousal and Child Support
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Presentation Slides: Spousal and Child Support
Open to download resource.
Open to download resource.
Week 8: Tax Implications in Divorce Financial Planning
Tax Implications in Divorce Financial Planning
Begin self-paced component package.
Begin self-paced component package.
PDF: Tax Implications in Divorce Financial Planning
Open to download resource.
Open to download resource.
Session Recording: Tax Implications in Divorce Financial Planning
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Presentation Slides: Tax Implications in Divorce Financial Planning
Open to download resource.
Open to download resource.
Week 9: Specialty Areas and Other Considerations
Specialty Areas and Other Considerations
Begin self-paced component package.
Begin self-paced component package.
PDF: Specialty Areas and Other Considerations
Open to download resource.
Open to download resource.
Session Recording: Specialty Areas and Other Considerations
Recorded 05/31/2023  |  60 minutes
Recorded 05/31/2023  |  60 minutes
Presentation Slides: Specialty Areas & Other Considerations
Open to download resource.
Open to download resource.
Week 10: CDFA Certification Exam Review
Case Studies
Begin self-paced component package.
Begin self-paced component package.
PDF: Case Studies
Open to download resource.
Open to download resource.
Session Recording: CDFA Certification Exam Review
Recorded 06/07/2023  |  60 minutes
Recorded 06/07/2023  |  60 minutes
Presentation Slides: CDFA Certification Exam Review
Open to download resource.
Open to download resource.
Practice Exam
Practice Exam
150 Questions  |  2 attempts  |  240 minute limit  |  113/150 points to pass  |  Graded as Pass/Fail
150 Questions  |  2 attempts  |  240 minute limit  |  113/150 points to pass  |  Graded as Pass/Fail The case studies, tax tables and life expectancy tables are available in the handout section.  Please open in separate window prior to beginning the exam. Note that you may only see all correct answers in your practice exam review after passing or using your 2 attempts.
Practice Exam II
150 Questions  |  2 attempts  |  240 minute limit  |  113/150 points to pass  |  Graded as Pass/Fail
150 Questions  |  2 attempts  |  240 minute limit  |  113/150 points to pass  |  Graded as Pass/Fail The case studies, tax tables and life expectancy tables are available in the handout section.  Please open in separate window prior to beginning the exam. Note that you may only see all correct answers in your practice exam review after passing or using your 2 attempts.
Survey
Survey
7 Questions
7 Questions Kindly complete this 5-minute survey as accurately as possible.
CE Certificate
CE Certificate
No credits available  |  Certificate available
No credits available  |  Certificate available