IDFA Online Learning
IDFA: Update on the Profession
- Registration Closed
Join Carol Lee Roberts, IDFA President and Donna Cheswick, Chair of the Board of Advisors to discuss changes made in certification requirements, upcoming changes in the exam blueprint and other initiatives for 2021. Does not qualify for CE Credit.
Carol Lee Roberts
CFP®, CDFA®, President
Carol Lee Roberts, CFP®, CDFA®, is the President of the Institute for Divorce Financial Analysts™, and has over 30 years of experience in the financial services industry and holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations.
Carol Lee received her undergraduate degree from Augustana College and her Master’s Degree in Financial Planning from DePaul University. As the Director of the Office of Professional and Continuing Education at DePaul University, her Financial Planning Education Center had the third largest Financial Planning Certificate program in the country and also offered classroom courses for the CDFA® designation. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, D.C.
As President of IDFA, she has seen the number of certificants in both Canada and the U.S. grow substantially and hosts an annual conference that continues to grow significantly year over year. Carol Lee authored the publications Tools & Techniques and Divorce Planning, and is the editor of the Divorce Survival Guide as well as the CDFA program materials.
Donna has spent her entire 30-year career in the financial services industry. As a CDFA professional and the owner of Cheswick Divorce Solutions LLC., she is passionate about educating and empowering divorcing individuals with the financial knowledge they need before, during, and after their divorce. She is also a collaborative divorce professional and a divorce mediator.