IDFA Online Learning: Webinars

IDFA® Free Monthly Webinars

IDFA® offers a free CE webinar each month, available to both members and non-members from the 1st–7th of every month. CDFA® professionals who complete at least 50 minutes of the webinar and pass a short quiz will earn 1 hour of CE credit, which is automatically added to their member account.

We make every effort to secure CFP® and NASBA approval for our free monthly webinars. When a webinar is approved for CFP® or NASBA credit, this will be noted in the webinar description. CE credits will also be automatically reported to the CFP Board and NASBA, provided your CFP® or NASBA membership number is included during registration.

Ethics CE

2026 Conference Recording: Practice Standards and Ethical Considerations

Panelists will share everyday practice standards that will elevate your business and help you navigate complex ethical situations. Our panelists will give you actionable tips that you can begin using immediately to build a sustainable practice and improve profitability and efficiency.

IDFA® CE Webinars

The IDFA® CE Library is available on demand for both members and non-members. IDFA on-demand webinars may be accessed for a fee, and participants who watch at least 50 minutes of a webinar and pass a short quiz will earn CE credit. CDFA® CE credit will automatically be added to your member account.

We make every effort to obtain CFP® and NASBA approval for our webinars. If a webinar is approved for CFP® or NASBA credit, it will be noted in the webinar description, and we will report the credit on your behalf so long as you provide your member number during registration.

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We also partner with approved CE Providers who offer CDFA®-approved continuing education courses. Explore our CE Partner Library.

Keep the Pension or Offset It with a Buyout? - When Equal Value Is Not Equal Retirement Security | 1 CDFA® CE credit

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.

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.

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.

How to Read a Business Valuation Report| 1 CDFA® CE credit

November 18th 1:00 PM EST | Learn how to read and interpret a Business Valuation Report. Divorce often involves business ownership, and the business needs an independent valuation. But once you get the report, do you know how to read and explain it to your clients?

Beneficiary Designations in Divorce| 1 CDFA® CE credit

October 21, 2025, 1PM EST | For CDFAs navigating the complexities of divorce, the topic of beneficiary designations is a critical area that, if mishandled, can have significant and unintended financial consequences for clients. This webinar will explore the intricate landscape of beneficiary designations during divorce and equip CDFAs with the knowledge and strategies to handle revocations, common pitfalls and best practices.

An Alternative Method of Calculating Retirement Plan Tax Discounts| 1 CDFA® CE credit

Steven Sutherland, CPA, CFP®, CFE, CDFA® of Financial Insights LLC explores an alternative approach that addresses the mismatch between when the tax money is received by the party and when the tax liability is actually incurred. Learn how to use the Point in Time formula to estimate a tax discount, a practical and easy to use tool in your quest to provide equitable outcomes.

IDFA® Business Growth Webinars

IDFA’s Business Growth Webinar Library features expert-led sessions designed to help you grow your CDFA® business, attract more clients, and expand your professional impact. These webinars are available to members and non-members for a fee and are not eligible for CE credit.

Product Image: June 2026 Practice Management: Scaling Your CDFA® Practice to the Max - Strategic Implementation of the SOLAGREE® Divorce Method | Business Growth Webinar

June 2026 Practice Management: Scaling Your CDFA® Practice to the Max - Strategic Implementation of the SOLAGREE® Divorce Method | Business Growth Webinar

June 2, 2026, 1PM EST | A new method of divorce, SOLAGREE® centers CDFA®s at the front of the conversation. The model is built around structured mediation/arbitration and is quickly becoming the go-to option for couples.

Avoiding QDRO Malpractice | Business Growth Webinar

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.

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.

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.

Marketing To Attorneys | Business Growth Webinar

Attorneys can be less than welcoming when you reach out to them. This session will share the unexpected secrets to having them welcome you with open arms! Discovered in over 13 years in business, learn what actually works to build reliable partnerships with your favorite attorneys. 04/01/2025 1PM EST |