From being revenue enhancer to your already existing practice, to providing this service full-time to your attorney clients, this course explores every aspect of QDROs and similar Orders making the CFA even more invaluable to your client base. The QDRO certification program is based on four (4) modules, each taken independently but also purchased as a package. From the history of QDROs to drafting QDROs, this course has an eye toward liability, that is reducing your liability and that of the attorney who retained you on as case; This is whether you elect to prepare QDROs for the attorney or someone else. The ability to understand QDROs, review QDROs, and advise intelligently on the issue will make you an invaluable part of the attorney’s team of experts.

The modules not only discuss the options available to the client, but the best strategy to help them come out ahead, for instance whether to even divide a retirement plan benefit by as QDRO or offset the value. Contained within the modules is the importance of settlement agreement language and how to provide expert witness testimony. From private sector retirement plans to federal and military retired pay, you will be considered a genuine expert to the court on the topic of QDROs. This course, as those who have gone through it beforehand will attest, will open the doors to many opportunities including being retained in QDRO malpractice to fix QDROs or compute damages.

Once you have completed the four modules, there will be a final exam to pass to becoming a truly Certified QDRO Specialist.

3.5 CFP & CDFA Credits

Cancellation Policy: Cancellations received up to one month before the conference are refundable, minus a $100 registration service charge. After that, cancellations are subject to the entire fee, which you may apply toward a future conference or workshop. Please note: if you don’t cancel and don’t attend, you are still responsible for payment. Substitutions may be made at any time.

For more information regarding refund, complaint, and/or program cancellation policies, please contact our office at 1-800-875-1760 or email us at support@institutedfa.com.

Please note that the conference is live and in-person in Nashville, Tennessee. All schedules shown in the conference agenda are in central standard.

Book your hotel room before May 1st for a discounted rate!

VIEW THE CONFERENCE AGENDA HERE