IDFA Online Learning
Members-Only Access: Discover sample documents, checklists and worksheets to be used with clients and in your everyday practice. You'll also find downloadable forms and policies.
Log in and use the search box at the right to search by keyword or to browse by category. Membership is required to access sample documents and forms and policies.
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Forms & Policies
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IDFA Article Reprint FormIf you would like to use any of the articles available on the IDFA website, please complete and return the attached form.You must log in to access content.
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Maintaining Your DesignationYour CDFA designation is valid for one year from your date of certification. You are then held to specific requirements to keep your designation active.You must log in to access content.
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Code of Ethics and Professional ResponsibilityThe Code of Ethics and Professional Responsibility is provided as an expression of the ethical standards that IDFA has adopted and every CDFA professional has agreed to abide by.You must log in to access content.
Templates
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Sample Retainer AgreementCustomize this sample retainer agreement.You must log in to access content.
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Sample Appointment ConfirmationCustomize this letter to send to your clients in advance of their first appointment.You must log in to access content.
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Sample Full Disclosure LetterCustomize this letter to address any conflict of interest issues.You must log in to access content.
Checklists and Worksheets: U.S.
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CDFA Getting Started ChecklistThe Getting Started Checklist will help you prepare as you enter the divorce niche.You must log in to access content.
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Worksheet: My PrioritiesHave your clients complete this worksheet to help them discover their needs and priorities.You must log in to access content.
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Checklist: Getting OrganizedProvide your client with this checklist during your initial meeting to help them stay organized through the process.You must log in to access content.
Checklists and Worksheets: Canada
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CDFA Getting Started ChecklistThe Getting Started Checklist will help you prepare as you enter the divorce arena.You must log in to access content.
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Worksheet: My PrioritiesHave your clients complete this worksheet to help them discover their needs and priorities.You must log in to access content.
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Checklist: Getting OrganizedProvide your client with this checklist during your initial meeting to help them stay organized through the process.You must log in to access content.
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