
IDFA Online Learning
IDFA 2020 Virtual Conference
- Registration Closed
The 2020 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 2.5 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients.
With a broad mix of technical discussions and case studies of our speakers’ experience in the field, the conference will offer an all-encompassing look at CDFA work in the United States and Canada. We are also excited to offer tracks for beginner, advanced, and Canadian professionals.
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So, Your Client Needs What Type of Analysis?
Includes CreditsLive rebroadcast of conference session featuring case studies.
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A Roadmap for Tackling Mountains of Financial Disclosure
Includes Credits Recorded On: 10/08/2020A financially complex divorce is typically accompanied by mountains of financial disclosure.
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CFP Ethics: The Revised Code of Standards
Includes Credits Recorded On: 10/09/2020Description: Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!”
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COVID-19's Impact on Social Security Claiming Decisions
Includes Credits Recorded On: 10/05/2020While there has been a growing appreciation in recent years of the value of delaying Social Security to maximize lifetime benefits, the COVID-19 pandemic and its devastating impact on the economy has prompted some Americans to rethink their previously planned Social Security strategy. Whether responding to job loss or market volatility concerns, claiming Social Security earlier than planned can resolve some immediate income needs.
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The Painbody and Financial Decisions in Divorce Negotiations
Includes Credits Recorded On: 10/08/2020In this session, Micheline will share her experiences as a family mediator and CDFA regarding the importance of the intake process and how the Financial Expert can be a positive catalyst in your clients’ journey.
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Mastering The Initial Consultation
Includes Credits Recorded On: 10/08/2020Your first meeting with your client will set the tone for the entire relationship.
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Shaping Change: How to Help Clients Actively Shape Live During and After Divorce
Includes Credits Recorded On: 10/09/2020Divorce is one of life’s big disruptors, it can bring a tidal wave of changes. The common to view of change is it is stressful, and stress dilutes memory, decision making capacity, and problem-solving abilities. It is also common for client to have regrets, large and small, once the dust has settled and they begin to live their new reality post-divorce.
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Implementation Impasse: Why Good Clients Don't Follow Great Advice
Includes Credits Recorded On: 10/05/2020The plan is logical; the advice is sound; the client voices full agreement; and yet – NOTHING is happening! Is the client stuck? Resistant? In need of more persuading? How you choose to frame this inaction can affect everything that follows in your work together.
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Women and Millenials
Includes Credits Recorded On: 10/06/2020There are numerous untapped, diverse, profitable market opportunities.
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Divorce, Financial Aid & College Funding
Includes Credits Recorded On: 10/06/2020Join Sandy Voit in exploring the impact of Divorce on financial aid and college funding.