IDFA Online Learning
IDFA 2020 Virtual Conference, Thursday, October 8th: Day Pass
- Registration Closed
IDFA Conference Day Pass
Five (5) Ps' of a Successful Divorce Practice
How Client -Facing Technology Can Empower Your Clients and Your Practice
Mediation and the Divorce Process
Second Chances and Suspended Disbelief
A Roadmap for Tackling Mountains of Financial Disclosure
Financial Planning and Divorce
The Painbody and Financial Decisions in Divorce Negotiations
Approved for up to four hours of CDFA and CFP Board Continuing Education credit.
A Roadmap for Tackling Mountains of Financial DisclosureIncludes Credits Recorded On: 10/08/2020
A financially complex divorce is typically accompanied by mountains of financial disclosure.
How Client Facing Technology Can Empower Your Clients and Your PracticeIncludes Credits
There is little dispute that one of the highest pain points for CDFAs, if not the single highest, is the cumbersome process of gathering the data in a complete and organized manner that allows you to focus on solutions.
The Painbody and Financial Decisions in Divorce NegotiationsIncludes Credits Recorded On: 10/08/2020
In 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.
Team Work Makes The Dream Work: Mediators and Financial Professionals Collaborating When Families Come Apart.Includes Credits Recorded On: 10/08/2020
Join our expert, May-Anne Popescu to learn how a CDFA can be a valued part of the mediation process.