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 DesignationYou must log in to access content.
Your CDFA designation is valid for one year from your date of certification. You are then held to specific requirements to keep your designation active.
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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.
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CDFA Practice StandardsThe CDFA practice standards establish the level of professionalism that is expected of CDFA practitioners. These principles-based standards have been developed to provide guidance to those involved in divorce financial analyst services.You must log in to access content.
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Disciplinary Rules and ProceduresAdherence to the Code of Ethics and Professional Responsibility is mandatory for all CDFA designees, and its provisions will be strictly enforced by IDFA. Noncompliance may result in certification revocation or other appropriate consequences.You must log in to access content.
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CDFA Trademark RulesIn an effort to protect the integrity of the CDFA designation, we ask that you follow guidelines regarding the proper use of trademark and registered trademark symbols.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.
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Sample Control SheetCustomize this control sheet to help keep track of time spent on your files.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.
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Worksheet: To-Do ListProvide a copy of this worksheet to your client during the initial meeting to help them stay organized through the process.You must log in to access content.
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Client ChecklistUse this checklist during your initial meeting to assist clients in compiling the required documentation.You must log in to access content.
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Worksheet: Household InventoryThis worksheet can be used for every room in your client's home to inventory the household items.You must log in to access content.
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Worksheet: Charting AssetsHave your client complete this worksheet to list all assets for both parties.You must log in to access content.
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Generic Financial AffidavitFor those states that do not have their own financial affidavit, we have created a generic financial affidavit for your clients to complete.You must log in to access content.
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Expense WorksheetHave your clients complete this worksheet to track their expenses on a monthly and annual basis.You must log in to access content.
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Expense Comparison WorksheetThis worksheet allows you to compare the expenses of both spouses.You must log in to access content.
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Asset and Liability Comparison WorksheetThis worksheet allows you to compare the assets and liabilities of both spouses.You must log in to access content.
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Checklist: Evaluating a Separation AgreementHave your clients complete this checklist to help in their assessment of a separation agreement.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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Worksheet: To-Do ListProvide a copy of this worksheet to your client during the initial meeting to help them stay organized through the process.You must log in to access content.
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Client ChecklistUse this checklist during your initial meeting to assist clients in compiling the required documentation.You must log in to access content.
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Worksheet: Household InventoryThis worksheet can be used for every room in your client's home to inventory the household items.You must log in to access content.
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Worksheet: Charting AssetsHave your client complete this worksheet to list all assets for both spouses.You must log in to access content.
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Generic Financial StatementMost provinces and territories have their own financial statement. For those that do not, we have created a generic financial statement for your clients to complete.You must log in to access content.
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Expense WorksheetHave your clients complete this worksheet to track their expenses on a monthly and annual basis.You must log in to access content.
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Expense Comparison WorksheetThis worksheet allows you to compare the expenses of both spouses.You must log in to access content.
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Asset and Liability Comparison WorksheetThis worksheet allows you to compare the assets and liabilities of both spouses.You must log in to access content.
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Checklist: Evaluating a Separation AgreementHave your clients complete this checklist to help in their assessment of a separation agreement.You must log in to access content.
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