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FIND A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFAMEMBER LOGINBECOME A CDFA PROFESSIONALFOR CDFA PROFESSIONALSFOR THE PUBLICABOUT IDFA The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.

MEMBER LOGIN

2222 Sedwick Road Durham, NC 27713. Toll-Free: 800.875.1760 Email us

CALENDAR OF EVENTS

The 49th Annual FPA NorCal Conference Virtual June 1-3, 2021 . IDFA National Conference 2020 Las Vegas Nv October 5-9, 2020 BECOME A CDFA PROFESSIONAL IDFA ONLINE LEARNING: HOME Learning with the Institute for Divorce Financial Analysts. Welcome to IDFA Learning, our learning platform for CDFA professionals from across the country. Here you can register for upcoming webinars, manage your Continuing Education requirements for certification, find blogs and articles on finance and divorce, watch past presentations,

and more.

BECOME A CDFA PROFESSIONAL A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. IDFA ONLINE LEARNING: IDFA 2021 VIRTUAL CONFERENCE The 2021 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 4 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. FINANCIAL PLANNING DIVORCE CHECKLISTS/WORKSHEETS Divorce checklists and worksheets that you can print and use to help you gain clarity about your financial situation and priorities during the divorce process. Download now. UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

IDFA ONLINE LEARNING: AMERICAN ASSOCIATION OF CERTIFIED 1005 Slater Road, Suite 101 Durham, NC 27703. Toll-Free: 800.875.1760 Fax: 919.287.2952 Email us FIND A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFAMEMBER LOGINBECOME A CDFA PROFESSIONALFOR CDFA PROFESSIONALSFOR THE PUBLICABOUT IDFA The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.

MEMBER LOGIN

2222 Sedwick Road Durham, NC 27713. Toll-Free: 800.875.1760 Email us

CALENDAR OF EVENTS

and more.

should be divided.

IDFA ONLINE LEARNING: AMERICAN ASSOCIATION OF CERTIFIED 1005 Slater Road, Suite 101 Durham, NC 27703. Toll-Free: 800.875.1760 Fax: 919.287.2952 Email us FIND A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA This information is used only to verify an individual's certification status with the Institute for Divorce Financial Analysts and is not meant as an endorsement. IDFA ONLINE LEARNING: HOME Learning with the Institute for Divorce Financial Analysts. Welcome to IDFA Learning, our learning platform for CDFA professionals from across the country. Here you can register for upcoming webinars, manage your Continuing Education requirements for certification, find blogs and articles on finance and divorce, watch past presentations,

and more.

DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter - UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

IDFA ONLINE LEARNING: PRODUCT CATALOG :: INSTITUTE FOR The next is on 09/07/2021 at 3:00 PM (EDT) Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce. Register. Non-member - $1,675. Member - $1,675. MAKING YOUR CASE FOR SPOUSAL SUPPORT Michelle Smith (CFP®, CDFA®) is recognized and respected for her focus on guiding clients through the financial transition of divorce. Based in Manhattan, she is

ANNUAL MEMBER DUES

2222 Sedwick Road Durham, NC 27713. Toll-Free: 800.875.1760 Email us WHY BECOME A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA More than two million North Americans will divorce this year; 100% of divorces involve financial settlements; Many lawyers, mediators, and separated individuals IDFA ONLINE LEARNING: SPONSORED CE PROGRAMS We work with financial services professionals at all stages of their career, from initial licensing (LLQP), to continuing education (CE), to designation programs (CFP®, CLU®, EPC™, CHS™). We are committed to being recognized as the financial services educator of choice in Canada with a dedication to the highest standards of ethics

and

IDFA ONLINE LEARNING: SAMPLE DOCUMENTS 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.

MEMBER LOGIN

2222 Sedwick Road Durham, NC 27713. Toll-Free: 800.875.1760 Email us

CALENDAR OF EVENTS

The 49th Annual FPA NorCal Conference Virtual June 1-3, 2021 . IDFA National Conference 2020 Las Vegas Nv October 5-9, 2020 IDFA ONLINE LEARNING: IDFA 2021 VIRTUAL CONFERENCE The 2021 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 4 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. MAKING YOUR CASE FOR SPOUSAL SUPPORT UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

IDFA ONLINE LEARNING: AMERICAN ASSOCIATION OF CERTIFIED 1005 Slater Road, Suite 101 Durham, NC 27703. Toll-Free: 800.875.1760 Fax: 919.287.2952 Email us

CDFA EXAM BLUEPRINT

www.InstituteDFA.com | 1 KNOWLEDGE DOMAIN (% OF EXAM) A. Professional Responsibilities 8% B. Divorce Law and Legal Terminology 12% C. Property and Taxation 18% D. Retirement Plans and Taxation & Social Security Benefits 19% E. Spousal and Child Support and Taxation 13% F. Financial Analysis and Planning 17% G. Specialty Areas 13% A. PROFESSIONAL RESPONSIBILITIES IDFA > CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA Janet Fernandez DiCalogero CDFA®, CGMA® , CPA Janet Fernandez, CPA P.C. P.O. Box 17 Westhampton Beach NY 11978 Get directions 516-318-1435 Personal Profile DIVIDING RETIREMENT BENEFITS: QDRO BASICS FOR FINANCIAL - 4 - B) Defined Benefit Plan By contrast, in a defined benefit plan, there is no specific account maintained separately for a particular employee; there is a trust fund for all employees who participate in

the plan. As

MEMBER LOGIN

2222 Sedwick Road Durham, NC 27713. Toll-Free: 800.875.1760 Email us

CALENDAR OF EVENTS

should be divided.

IDFA ONLINE LEARNING: AMERICAN ASSOCIATION OF CERTIFIED 1005 Slater Road, Suite 101 Durham, NC 27703. Toll-Free: 800.875.1760 Fax: 919.287.2952 Email us

CDFA EXAM BLUEPRINT

the plan. As

CALENDAR OF EVENTS

The 49th Annual FPA NorCal Conference Virtual June 1-3, 2021 . IDFA National Conference 2020 Las Vegas Nv October 5-9, 2020 BECOME A CDFA PROFESSIONAL A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. ABOUT IDFA DIVORCE CERTIFICATION EDUCATION & PROMOTION The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. FIND A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA This information is used only to verify an individual's certification status with the Institute for Divorce Financial Analysts and is not meant as an endorsement.

CDFA PROGRAM BOOK

The Certified Divorce Financial Analyst (CDFA®) Program is designed to prepare you as an expert on the financial aspects of divorce. The book covers the following:

ANNUAL MEMBER DUES

2222 Sedwick Road Durham, NC 27713. Toll-Free: 800.875.1760 Email us IDFA ONLINE LEARNING: DISSECTING THE ISSUES THAT DRIVE THE Karen D. Sparks JD, CDFA® Karen is the principal and owner of Divorce Financial Strategists™ of Santa Clara, CA. She has over 20 years of professional experience in the legal field providing litigation support and as a CFO/Business Manager providing oversight and project

management.

CDFA EXAM BLUEPRINT

www.InstituteDFA.com | 1 KNOWLEDGE DOMAIN (% OF EXAM) A. Professional Responsibilities 8% B. Divorce Law and Legal Terminology 12% C. Property and Taxation 18% D. Retirement Plans and Taxation & Social Security Benefits 19% E. Spousal and Child Support and Taxation 13% F. Financial Analysis and Planning 17% G. Specialty Areas 13% A. PROFESSIONAL RESPONSIBILITIES IDFA ONLINE LEARNING: HOW A DIVORCE CAN IMPACT DISABILITY RISK This webinar will assist advisors with understanding how to coordinate group coverages and individual plans. In addition, the webinar will also cover how a divorce can impact that risk. A case study will be presented to show how advisors can assess and mitigate disability risk for clients. Through the course of the case study features ON OPTION TRANSFERS INCIDENT TO A DIVORCE Summary of Revenue Ruling 2004-60 on Option Transfers Incident to a Divorce The IRS has recently addressed the effect upon employment

taxes and employer

MEMBER LOGIN

2222 Sedwick Road Durham, NC 27713. Toll-Free: 800.875.1760 Email us FIND A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA This information is used only to verify an individual's certification status with the Institute for Divorce Financial Analysts and is not meant as an endorsement. IDFA ONLINE LEARNING: HOME Learning with the Institute for Divorce Financial Analysts. Welcome to IDFA Learning, our learning platform for CDFA professionals from across the country. Here you can register for upcoming webinars, manage your Continuing Education requirements for certification, find blogs and articles on finance and divorce, watch past presentations,

and more.

DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter - BECOME A CDFA PROFESSIONAL IDFA ONLINE LEARNING: IDFA 2021 VIRTUAL CONFERENCE The 2021 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 4 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. FINANCIAL PLANNING DIVORCE CHECKLISTS/WORKSHEETS Divorce checklists and worksheets that you can print and use to help you gain clarity about your financial situation and priorities during the divorce process. Download now. MAKING YOUR CASE FOR SPOUSAL SUPPORT UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

MEMBER LOGIN

and more.

DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter - BECOME A CDFA PROFESSIONAL IDFA ONLINE LEARNING: IDFA 2021 VIRTUAL CONFERENCE The 2021 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 4 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. FINANCIAL PLANNING DIVORCE CHECKLISTS/WORKSHEETS Divorce checklists and worksheets that you can print and use to help you gain clarity about your financial situation and priorities during the divorce process. Download now. MAKING YOUR CASE FOR SPOUSAL SUPPORT UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

IDFA ONLINE LEARNING: HOME Learning with the Institute for Divorce Financial Analysts. Welcome to IDFA Learning, our learning platform for CDFA professionals from across the country. Here you can register for upcoming webinars, manage your Continuing Education requirements for certification, find blogs and articles on finance and divorce, watch past presentations,

and more.

CALENDAR OF EVENTS

The 49th Annual FPA NorCal Conference Virtual June 1-3, 2021 . IDFA National Conference 2020 Las Vegas Nv October 5-9, 2020 DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter - BECOME A CDFA PROFESSIONAL A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

ANNUAL MEMBER DUES

management.

CDFA EXAM BLUEPRINT

www.InstituteDFA.com | 1 KNOWLEDGE DOMAIN (% OF EXAM) A. Professional Responsibilities 8% B. Divorce Law and Legal Terminology 12% C. Property and Taxation 18% D. Retirement Plans and Taxation & Social Security Benefits 19% E. Spousal and Child Support and Taxation 13% F. Financial Analysis and Planning 17% G. Specialty Areas 13% A. PROFESSIONAL RESPONSIBILITIES IDFA ONLINE LEARNING: CDFA PRACTICE EXAM 1005 Slater Road, Suite 101 Durham, NC 27703. Toll-Free: 800.875.1760 Fax: 919.287.2952 Email us IDFA ONLINE LEARNING: SAMPLE DOCUMENTS 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.

MEMBER LOGIN

and more.

DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter - BECOME A CDFA PROFESSIONAL IDFA ONLINE LEARNING: IDFA 2021 VIRTUAL CONFERENCE The 2021 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 4 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. FINANCIAL PLANNING DIVORCE CHECKLISTS/WORKSHEETS Divorce checklists and worksheets that you can print and use to help you gain clarity about your financial situation and priorities during the divorce process. Download now. UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

MAKING YOUR CASE FOR SPOUSAL SUPPORT FIND A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFAMEMBER LOGINBECOME A CDFA PROFESSIONALFOR CDFA PROFESSIONALSFOR THE PUBLICABOUT IDFA The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.

MEMBER LOGIN

and more.

DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter - BECOME A CDFA PROFESSIONAL IDFA ONLINE LEARNING: IDFA 2021 VIRTUAL CONFERENCE The 2021 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 4 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. FINANCIAL PLANNING DIVORCE CHECKLISTS/WORKSHEETS Divorce checklists and worksheets that you can print and use to help you gain clarity about your financial situation and priorities during the divorce process. Download now. UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

MAKING YOUR CASE FOR SPOUSAL SUPPORT

CALENDAR OF EVENTS

The 49th Annual FPA NorCal Conference Virtual June 1-3, 2021 . IDFA National Conference 2020 Las Vegas Nv October 5-9, 2020 BECOME A CDFA PROFESSIONAL A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter -

ANNUAL MEMBER DUES

2222 Sedwick Road Durham, NC 27713. Toll-Free: 800.875.1760 Email us UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

IDFA ONLINE LEARNING: DISSECTING THE ISSUES THAT DRIVE THE Karen D. Sparks JD, CDFA® Karen is the principal and owner of Divorce Financial Strategists™ of Santa Clara, CA. She has over 20 years of professional experience in the legal field providing litigation support and as a CFO/Business Manager providing oversight and project

management.

IDFA ONLINE LEARNING: HOW REVERSE MORTGAGES CAN INTRODUCE Divorce for Baby Boomers, commonly known as “Gray Divorce” is on the rise. For those facing Gray Divorce, the risks and stakes are high. Couples coming out of a long-term marriage face challenges that most younger divorcees don’t.How to divide real estate assets, retirement accounts and other wealth accumulated is a delicate and sometimes arduous process. This presentation will cover PRENUPTIAL AGREEMENTS AND MARRIAGE CONTRACTS If you're thinking of taking the plunge a second time, you should consider whether you need the protection of a prenuptial agreement or

marriage contract.

IDFA ONLINE LEARNING: CDFA PRACTICE EXAM 1005 Slater Road, Suite 101 Durham, NC 27703. Toll-Free: 800.875.1760 Fax: 919.287.2952 Email us IDFA ONLINE LEARNING: SAMPLE DOCUMENTS 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.

MEMBER LOGIN

and more.

DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter - BECOME A CDFA PROFESSIONAL IDFA ONLINE LEARNING: IDFA 2021 VIRTUAL CONFERENCE The 2021 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 4 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. FINANCIAL PLANNING DIVORCE CHECKLISTS/WORKSHEETS Divorce checklists and worksheets that you can print and use to help you gain clarity about your financial situation and priorities during the divorce process. Download now. UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

MEMBER LOGIN

and more.

DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter - BECOME A CDFA PROFESSIONAL IDFA ONLINE LEARNING: IDFA 2021 VIRTUAL CONFERENCE The 2021 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 4 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. FINANCIAL PLANNING DIVORCE CHECKLISTS/WORKSHEETS Divorce checklists and worksheets that you can print and use to help you gain clarity about your financial situation and priorities during the divorce process. Download now. UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

MAKING YOUR CASE FOR SPOUSAL SUPPORT

CALENDAR OF EVENTS

The 49th Annual FPA NorCal Conference Virtual June 1-3, 2021 . IDFA National Conference 2020 Las Vegas Nv October 5-9, 2020 BECOME A CDFA PROFESSIONAL A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. DIVORCE FINANCIAL ANALYST JOURNAL Did you read the last issue of the DFA Journal and want to continue to receive the publication on a quarterly basis? Subscribe today! Issues are mailed the first month of each quarter -

ANNUAL MEMBER DUES

should be divided.

management.

marriage contract.

designation active.

MEMBER LOGIN

2222 Sedwick Road Durham, NC 27713. Toll-Free: 800.875.1760 Email us IDFA ONLINE LEARNING: IDFA 2021 VIRTUAL CONFERENCE The 2021 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 4 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. MAKING YOUR CASE FOR SPOUSAL SUPPORT UNDERSTANDING SPOUSAL SUPPORT What you need to know right now about spousal support -- in the United States and Canada.. By Nancy Kurn, CPA, CDFA®, JD, MBA. In North America, it’s the judge’s place to decide how the marital assets

should be divided.

IDFA ONLINE LEARNING: AMERICAN ASSOCIATION OF CERTIFIED 1005 Slater Road, Suite 101 Durham, NC 27703. Toll-Free: 800.875.1760 Fax: 919.287.2952 Email us

CDFA EXAM BLUEPRINT

the plan. As

RULES FOR PROPER USAGE OF THE CDFA® MARK WITH RULES FOR PROPER USAGE OF THE CDFA® MARK WITH CERTIFICATION SERVICES . 1.1 The CDFA® mark must be clearly associated with the individual(s) certified by Institute for FIND A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFAMEMBER LOGINBECOME A CDFA PROFESSIONALFOR CDFA PROFESSIONALSFOR THE PUBLICABOUT IDFA The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.

MEMBER LOGIN

should be divided.

IDFA ONLINE LEARNING: AMERICAN ASSOCIATION OF CERTIFIED 1005 Slater Road, Suite 101 Durham, NC 27703. Toll-Free: 800.875.1760 Fax: 919.287.2952 Email us

CDFA EXAM BLUEPRINT

the plan. As

RULES FOR PROPER USAGE OF THE CDFA® MARK WITH RULES FOR PROPER USAGE OF THE CDFA® MARK WITH CERTIFICATION SERVICES . 1.1 The CDFA® mark must be clearly associated with the individual(s) certified by Institute for BECOME A CDFA PROFESSIONAL The Certified Divorce Financial Analyst (CDFA®) Program is designed to prepare you as an expert on the financial aspects of divorce. For many clients, divorce is the largest financial transaction of their lives. The role of a CDFA® professional is to address the special financial issues of divorce with data to help achieve equitable

settlements.

CALENDAR OF EVENTS

IDFA National Conference 2020 Las Vegas Nv October 5-9, 2020 . Retirement & Longevity Summit New Orleans, LA March 22-24, 2020 Free Registration with code: IDFA . ADFP Annual Conference IDFA ONLINE LEARNING: HOME Learning with the Institute for Divorce Financial Analysts. Welcome to IDFA Learning, our learning platform for CDFA professionals from across the country. Here you can register for upcoming webinars, manage your Continuing Education requirements for certification, find blogs and articles on finance and divorce, watch past presentations,

and more.

FIND A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA This information is used only to verify an individual's certification status with the Institute for Divorce Financial Analysts and is not meant as an endorsement. FINANCIAL PLANNING DIVORCE CHECKLISTS/WORKSHEETS Divorce checklists and worksheets that you can print and use to help you gain clarity about your financial situation and priorities during the divorce process. Download now.

CDFA EXAM BLUEPRINT

www.InstituteDFA.com | 1 KNOWLEDGE DOMAIN (% OF EXAM) A. Professional Responsibilities 8% B. Divorce Law and Legal Terminology 12% C. Property and Taxation 18% D. Retirement Plans and Taxation & Social Security Benefits 19% E. Spousal and Child Support and Taxation 13% F. Financial Analysis and Planning 17% G. Specialty Areas 13% A. PROFESSIONAL RESPONSIBILITIES IDFA > CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA Jacqueline Beth Roessler CDFA®, CFS Center for Financial Planning 24800 Denso Drive Suite 300 Southfield MI 48033 Get directions 248-948-7900 JACQUELINE B. ROESSLER® IDFA > CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA Timothy T. Murray CDFA®, CFP® Murray Financial, Inc. 13603 Gladwyn Ct. Chantilly VA 20151 Get directions 703-810-8424. About Tim Murray,

CFP®

IDFA ONLINE LEARNING: HOW A DIVORCE CAN IMPACT DISABILITY RISK This webinar will assist advisors with understanding how to coordinate group coverages and individual plans. In addition, the webinar will also cover how a divorce can impact that risk. A case study will be presented to show how advisors can assess and mitigate disability risk for clients. Through the course of the case study features This website uses cookies to ensure you get the best experience on our

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THE INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS (IDFA™) IS THE PREMIER NATIONAL ORGANIZATION DEDICATED TO THE CERTIFICATION, EDUCATION AND PROMOTION OF THE USE OF FINANCIAL PROFESSIONALS IN THE DIVORCE ARENA.

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THE INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS (IDFA™) Founded in 1993, IDFA provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial planning. Over the years, we have certified more than 5,000 professionals in the US and Canada as Certified Divorce Financial Analyst® (CDFA®) professionals. The Institute provides comprehensive training using a variety of knowledge and skill-building techniques. CDFA candidates learn how to help their clients with financial issues that will affect the rest of their lives, including: * Personal vs. marital property * Valuing and dividing property * Retirement assets and pensions * Spousal and child support * Splitting the house * Tax problems and solutions * Expert witness testimony * Tax law and financial issues affecting divorce To acquire the designation, a candidate must successfully pass the exam and be in good standing with their Broker/Dealer(if applicable) and the FINRA/SEC or any other licensing or regulatory agency.

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> “Becoming a CDFA® has been both personally and professionally > rewarding. I have become the financial ‘go to’ person for many > of the top Massachusetts attorneys, and as a result, many of their > clients have become my clients at settlement time.?

>

> -Barbara Shapiro (CFP®, CDFA®, CFS, EdM, MSF), Dedham, MA

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