?? Black Friday Exclusive: 20% Off IDFA 2024 Conference Recordings! ?? This Black Friday, power up your practice with 20% off our 2024 IDFA Conference Recordings! Step into a goldmine of insights, pivotal updates, and game-changing strategies crafted to help guide clients through the complexities of divorce settlements. You’ll hear from industry leaders, and Certified Divorce Financial Analysts (CDFAs) as they share their experiences and field-tested approaches. Grab this offer to sharpen your expertise and stay ahead in the evolving world of divorce financial planning. ??CE Credits: Earn up to 17 continuing education credits! ?? Code: BLACKFRIDAY24 ? Expires: Dec 1 at midnight ? https://zurl.co/BCwa #IDFA #BlackFriday #CDFA
Institute for Divorce Financial Analysts?
金融服务
Durham,North Carolina 2,274 位关注者
Dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
关于我们
Founded in 1993, 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. IDFA provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial analysis. Over the years, we have certified more than 5,000 professionals as Certified Divorce Financial Analysts (CDFAs?). The Institute provides comprehensive training using a variety of knowledge and skill-building techniques. Candidates will learn how to help their clients with financial issues that will affect the rest of their lives, and they will receive the Certified Divorce Financial Analyst (CDFA) designation after successfully completing the course.
- 网站
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https://www.InstituteDFA.com
Institute for Divorce Financial Analysts?的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Durham,North Carolina
- 类型
- 私人持股
- 创立
- 1993
- 领域
- Certified Divorce Financial Analyst?、Education and Certification、Divorce and Finance、Finance、Divorce 、Continuing Education、Divorce Financial Analysts、Certification和CDFA?
地点
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主要
3622 Lyckan Pkwy
Suite 3003
US,North Carolina,Durham,27707
Institute for Divorce Financial Analysts?员工
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Donna S. Cates, CDFA? CRPC?
Women's Wealth Builder ~ Financial Strategist/Investment Advisor ~ Certified Divorce Financial Analyst ~ Divorce Mediator ~ Public Speaker ~ Best…
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Brian Limborg, CFP?, CDFA?
Financial Advisor | Retirement Planner 2017-2024 Five Star Wealth Manager Award
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Mitchell J. Thompson
Family | Fixer | Fiduciary | Advisor | Wealth Manager
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Carol Lee Roberts, CFP?, CDFA?
President at Institute for Divorce Financial Analysts?
动态
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Congratulations to our newest CDFA professional, Jessica Lynn Nieminski! https://zurl.co/rqaE
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Congratulations to our newest CDFA professional, Ann Bettendorf Freeman! https://zurl.co/Gwrz
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New team dynamics, strategic moves, and a little game-show glory—Kristen Shearin, our new SME, kicked things off in Charlotte, NC, last week by meeting with Amber Pate and Carol Lee Roberts, CFP?, CDFA?. Together, they hashed out plans for how Kristen will be helping IDFA shine even brighter. Charlotte’s own Brad Funk also joined the brainstorming session. But after all that strategic brilliance, they hit the Game Show Battles showdown for some buzzer-smashing fun. Kristen, welcome to the squad—this is how legends begin! #IDFA #Teamplanning #Certitrek
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Congratulations to our newest CDFA professional, Lauren Chanley! Lauren Chanley, CDFA? https://zurl.co/t9IJ
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Our very own Nancy Hetrick CDFA, MAFF, of the Divorce Financial Planner Training Center, was recently featured in The New York Times article "How to Stop a Late-in-Life Divorce From Ruining Your Retirement." As the number of couples splitting after age 50 continues to rise, many Americans are facing retirements that look drastically different from what they had planned. Nancy shares her expert insights on navigating the financial complexities of "gray divorce" and how thoughtful planning can help safeguard your future. Read the Article HERE: https://idfa.link/nytnancy #cdfa #idfa #divorcefinance #divorcefinancaltraining #nancyhetrick #divorcefinancialplanner
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The Divorce Financial Analyst Journal – 2024 Fourth Quarter is Here! Packed with expert insights, practical tools, and in-depth analysis, this issue is designed to empower divorce financial analysts with the knowledge they need to stay ahead in the field. Here’s a glimpse of what’s inside: ?? The latest financial strategies shaping divorce settlements. ?? Real-world scenarios that showcase best practices and innovative solutions. ?? Perspectives on tackling complex financial challenges. ?? Resources you can apply directly to your practice. This edition wouldn’t have been possible without the contributions of brilliant minds in the industry. A big thank you to our contributors: ? Nancy Hetrick CDFA, MAFF, Founder and CEO Founder and CEO of Smarter Divorce Solutions, with her empowering article, "Does Your Divorce Practice Have Value? You BET It Does!" ? Denise French, EA, CVA/MAFF, CDFA, CRPC, Credentialed Advanced Mediator. She's the Founder of Divorce Strategies Group, LLC, and breaks down the complexities in "How QDRO Impacts NUA." ? Timothy C. Voit, Certified QDRO Specialist, for his insightful follow-up, "QDRO’s Part II: Maximizing QDRO Revenue While Minimizing Risk." Your expertise elevates our community and this Journal. Members, enjoy your free access to the Journal and dive into these incredible articles. Not a member? No problem! Grab your copy for just $5.95 and unlock the tools you need to excel in your practice. Get the Journal Here ?? A big thank you to our contributors: A big thank you to our contributors: https://zurl.co/t7aA #IDFA #Divorcefinancialanalystjournal #CDFAs #Financialadvisors
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Congratulations to our newest CDFA professional, Molly D. Lyons! Molly Lyons, CFP?, CDFA? https://zurl.co/miRN
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Congratulations to our newest CDFA professional, Hannah Joy Weber! Hannah Weber https://zurl.co/FjcZ