IDFA Online Learning
IDFA webinars are designed to connect members with industry thought leaders and provide continued learning in areas of unique experience.
Following the live presentation, recorded IDFA webinars are available on-demand for independent learning.
Use the search box at the right to search by keyword or to browse by category or format. Log-in to your account to access!
Upcoming Live Webinars
May 2026 Practice Management: Avoiding QDRO Malpractice
May 5, 2026, 1PM EST | The webinar is designed to provide CDFAs with ideas and pointers in how to address certain QDRO issues without incurring a liability.
May 2026 Continuing Education: Keep the Pension or Offset It with a Buyout? - When Equal Value Is Not Equal Retirement Security
May 19, 2026, 1PM EST | One of the most misunderstood decisions in divorce is whether to divide a pension through a Domestic Relations Order or offset its value with other assets such as retirement accounts or the marital home. The common refrain, “You keep your pension, I’ll take the house”, often reflects an emotional preference rather than a financially informed decision.
Webinar Recordings
Stay current on the latest trends and best practices in divorce financial analysis. Brought to you by IDFA and subject matter experts in the field, get high-quality education and training without leaving your home or office.
On-demand webinars qualify for 1-hour of CDFA-CE credit for 3 months from the date of the live session. To receive credit, complete the corresponding quiz following the recording.
What CDFA's Need to Know About Business Valuations | 1 CDFA® CE credit
April 21, 2026, 1PM EST | Business valuations often drive the most complex financial issues in divorce. This session provides CDFAs with a practical, non-technical overview of how closely held businesses are valued in the family law context, including the three valuation approaches, key assumptions, valuation dates, goodwill, and common adjustments. Attendees will gain insight into how valuation conclusions impact equitable distribution, support analyses, and settlement strategy. And how to collaborate effectively with valuation experts.
The DIVORCE Framework - A Repeatable CDFA Process From Intake to Implementation | Business Growth Webinar
April 7, 2026 1PM EST | CDFAs do not currently share a single, widely adopted practice standard similar to the CFP Board process. In this session, we will discuss the DIVORCE Framework and walk through each step, show the core deliverables, and share how this structure improves clarity, efficiency, and credibility with clients, attorneys, and mediators. This is a Business Growth Webinar and is not eligible for CE credit.
Demystifying Social Security for Divorce Professionals: Rules, Risks and Rewards| 1 CDFA® CE credit
Regina McCann Hess CFP® CDFA® of Forge Wealth Management will explore how divorce impacts Social Security and how you can help your clients make informed, financially sound decisions during what is often a challenging time.
Divorce Season is Here: Strategies for Success: Business Growth Webinar
February 3, 2026 1PM EST | Understanding Divorce Season and how to position yourself to other experts for maximum referrals!
This is a Business Growth Webinar and is not eligible for CE credit.
Unleash Your True Value as a CDFA Professional | Business Growth Webinar
January 20, 2026, 1PM EST | Speaker Kathleen Burns Kingsbury of KBK Wealth Connection helps us understand that as heart-centered professionals, CDFA practitioners can struggle with setting and collecting fees comparable to the value they provide. In this webinar, learn how to identify and communicate your true worth and adopt a mindset for building a thriving practice. This is a business growth webinar and is not eligable for CE credit.
Issues with Medicaid Planning and Divorce | 1 CDFA® CE credit
December 2, 2025, 1PM EST | This presentation will provide a broad understanding of the common scenarios we encounter in Medicaid planning for couples or divorcees. The chief question we will address is the impact of divorce on Medicaid eligibility.
This webinar is worth 1 hour of CDFA® CE credit provided you watch at least 50 minutes of the webinar and pass a short quiz. The CE credit will automatically be placed in your member account.
