Getting Started As A CDFA

5 (2 votes)

Recorded On: 09/15/2022

Only available as part of a package

This session will cover some of the basic branding and marketing necessary to effectively get the word out about your new niche. Topics include:

  • Defining your vision and your target markets
  • Crafting a successful marketing plan and content creation

Approved for one (1) hour of CDFA Continuing Education Credit

Nancy Hetrick

CDFA®, AWMA®, MAFF®

Founder and CEO of the Divorce Financial Planner Training Center

Nancy Hetrick CDFA® is the founder and CEO of the Divorce Financial Planner Training Center as well as a Financial Planner with Strategic Portfolio Solutions. She has over 25 years of experience in both investment management and financial planning and founded Smarter Divorce Solutions in 2011. She exited her legacy wealth practice in 2021 but resumed limited financial planning in 2024.

Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through www.DivorceFinancialTraining.com.

She is the author of “Divorce Financial Planning; Building a Successful Niche Business”, "Divorce Is Not For Dummies; How To Cover Your Assets" and the co-author of "The Stress-Free Divorce, Volume 2".

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Recording: Getting Started As a CDFA
Open to view video.
Open to view video. This session will cover some of the basic branding and marketing necessary to effectively get the word out about your new niche.
You must register to access.
Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available
You must register to access.