How To Kick Start Your CDFA Practice - Workshop

5 (11 votes)

  • Registration Closed

Topics to be covered include:

  • - Defining your vision and your target markets
  • - Crafting a successful marketing plan and content creation
  • - The Nine Areas to Master for a Successful Business and what to tackle first
  • - The Client Lifecycle
  • - Mastering the Initial Consultation

If you’ve had your CDFA® for awhile but you aren’t seeing the results you had hoped for, this session is for you.

Approved for three (3) hours of CDFAContinuing Education credit. 

Nancy Hetrick

CDFA®, AWMA®, MAFF®

Founder and CEO of the Divorce Financial Planner Training Center

Nancy has been a financial advisor and planner since 1999 and specialized as a Divorce Financial Planner in her company, Smarter Divorce Solutions from 2011 to 2024. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA® holders nationwide. She’s also a financial planner with Strategic Portfolio Solutions.

Nancy is a Certified Divorce Financial Analyst (CDFA®), and is trained in both mediation and Collaborative Divorce.  Nancy was the 2024 Chair of the Board for the Institute of Divorce Financial Analysts and was also a board member in 2014, 2023 and 2025. She was the 2023 President of the Collaborative Professionals of Phoenix and a prior board member 2017-2019 and 2024. She was the Finance Director for the National Association of Women Business Owners, 2014 and 2015, the 2015 NAWBO Business Owner of the Year, the 2014 Finalist in the BBB Business Ethics Awards,

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.

Her articles have been published in the Wall Street Journal, Forbes, U.S.News, Barron’s, CNBC, InvestmentNews, Huffington Post, DivorcedMoms.com, and she was the featured advisor in Morningstar Magazine.

In her free time, she enjoys hiking, riding motorcycles, and spending time with her 4 children and 6 grandchildren.

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Session Recording: How to Kick Start Your CDFA Practice
Open to view video.
Open to view video. This extended session will take a deep-dive into developing a successful niche divorce practice on a shoestring budget in record time. Topics to be covered include: - Defining your vision and your target markets - Crafting a successful marketing plan and content creation - The Nine Areas to Master for a Successful Business and what to tackle first - The Client Lifecycle - Mastering the Initial Consultation Approved for 3.5 hours of CDFA
You must register to access.
Certificate
3.50 CE credits  |  Certificate available
3.50 CE credits  |  Certificate available
You must register to access.