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
Lifestyle Analysis
During this session, Justin Reckers will walk you through the theory, practical application and actual preparation of a Lifestyle Analysis in Matrimonial Dissolution matters. Sometimes called Marital Standard of Living Analysis, the concept of Lifestyle Analytics can be used in support of alimony and child support cases as well as characterization of assets between marital and separate property and finally uncovering hidden assets.
How the Divorce Act Amendments Affect Your Clients
The amendments to the Federal Divorce Act are expected to be passed soon, making divorce less of a battle zone; especially for parents. During this webinar, Marlene will discuss these amendments in more detail and link how these amendments will relate to financial professionals working with divorcing clients.
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.
Why Do Smart People Do Dumb Things with Their Money?
The single biggest factor in portfolio growth is NOT asset allocation, investment selection or market timing. The single biggest factor is the saving and investing behavior of your clients. This program will help you and your clients significantly improve their financial decision-making and investing behavior, especially under pressure.
Creating Assets Using Premium Finance and Existing Expenses
For clients going through a divorce, a holistic approach to a client’s financial plan and life insurance should be a core focus; specifically, premium financed life insurance. Through a series of case studies and examples, David will explore real, tangible benefits for clients who may not be in a cash position to pay large annual premiums for permanent life insurance policies.
How to Get More Prospects To Say “Yes”
As service-based professionals, you have the power to deeply impact and influence the lives of your clients. How rewarding would it be to serve more clients who are willing and ready to engage in your services? Sylvia Garibaldi, Founder of SG and Associates, discusses best practices on how to get more prospects to become clients.
Maximizing the Role of the Financial Neutral in Collaborative Divorce
The financial neutral role in Collaborative Divorce Cases can present challenges that you may not have faced in your other cases. This webinar will explore why to use a financial neutral, what our role is and how we can help to optimize settlements, and how the team can help support us for the most positive client outcomes.
The Role of the CDFA® in the Collaborative Law Process
With over a dozen successful cases as a Financial Neutral, Diane Pappas offers her best practices, from how to get involved with a collaborative group to what to do as a neutral and more importantly, what not to do.
Strategy for Converting a CDFA® Prospect to a CDFA® Client
If you are a newer CDFA and looking for a solid process to help you develop your divorce niche, this webinar discusses ideas and strategies designed to streamline your initial contact with a prospective client to spur them into taking action. Some of the items covered will include: handling the initial conversation; screening questions; process for your first meeting; and follow-up procedures.