Resources

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Articles

A collection of articles, including past articles from the DFA Journal.

Divorce is a Human Experience
Nobody ever said divorce was pretty. But experts’ estimates that nearly 50% of American marriages end in divorce indicates that the experience certainly is human. And when two people, once joined by marriage, head off in new directions, each of them will encounter change and uncertainty, a possible intermingling or rotation of anxiety and excitement, and, of course, big financial shifts.
Financial Modeling 101
Who gets what? A better question is “who needs what?” Until you know the needs of your client(s), it’s impossible to answer. This article is intended to lay out the general approach for deciding “Who gets what based on who needs what?”
Bridging the Gap: Maximizing the Role of the Financial Neutral
Times are changing. More and more couples are choosing to avoid the litigation system to negotiate their divorce settlements, and even those with lawyers settle out of court 90% of the time. The demand for mediation and Collaborative Divorce has risen steadily in recent years and the need for financial expertise has never been more critical.
Let's Make a Deal: A Five-Step Guide to Preparing Clients to Negotiate
During divorce, people typically aren’t functioning at their best. In the middle of the heartache and upheaval, they need to negotiate the division of their assets and restructure their finances. For many people, that is a daunting challenge. If you are the first professional advisor on the scene, here are five ideas to help you prepare your clients for that challenge.
Affording Divorce: Why Divorce Can Be Expensive and Complicated For the Wealthy
While divorce isn’t easy for anyone, it can be particularly complex for wealthy families. Dividing more assets means couples face more legal complexities, and sometimes more heartaches. Ownership of family businesses, multiple properties and offshore assets (and the more frequent presence of marriage contracts) means lawyers and financial professionals will have more paperwork to comb through to ensure that all parties—including future heirs—are treated fairly.
Real Estate and Divorce: Get Expert Help to Resolve Housing Issues
Experience has taught us that a couple or family going through a divorce is undoubtedly experiencing a high level of stress—no matter what side of the divorce they are on. Emotions run high and funds run low, and many clients are not aware of the options available to them when it comes to dealing with their real property. Because of this, it is critical that we surround our clients with a team of divorce experts; this will cushion the blow and make the transition from married to unmarried as seamless as possible.

Publications and Reports

View and download IDFA publications, including the results of the annual IDFA State of the Profession Survey.

Quick-Start Guide to Divorce Financial Analysis: Canadian Edition
We’ve curated the most useful, practical resources in the divorce financial analysis industry to help professionals in their practice. From specific forms used in divorce proceedings, to a detailed list of networking groups, our Quick-Start Guide has it all.
A Look at the Niche: CDFA State of the Profession: 2018
Review and download the results from the annual CDFA State of the Profession Survey.
CDFA Candidate Handbook
In this guide, you will find information to help you as you study to become a CDFA professional. Please take time to read this guide thoroughly, as it will provide information on the expectations and responsibilities as a CDFA candidate, and the examination process.

Forms and Policies

  • IDFA Article Reprint Form
    If you would like to use any of the articles available on the IDFA website, please complete and return the attached form.
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Checklists and Worksheets: US

Checklists and Worksheets: Canada

Templates