Our good friend and longtime supporter, Nancy Hetrick CDFA, MAFF—Certified Divorce Financial Analyst (CDFA®) and the brains behind Smarter Divorce Solutions—just got featured in SUCCESS Magazine! Nancy breaks down how divorce can be a financial curveball at any age, but it’s especially tricky for those nearing or already in retirement. At this stage, splitting assets and income can seriously impact the financial stability of those involved—especially women. Read the full article here ➜ https://zurl.co/9vKT #DivorceFinancialPlanning #RetirementAndDivorce #CDFA #IDFA #FinancialStability
Institute for Divorce Financial Analysts®
Financial Services
Durham, North Carolina 2,212 followers
Dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
About us
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.
- Website
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http://www.InstituteDFA.com
External link for Institute for Divorce Financial Analysts®
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Durham, North Carolina
- Type
- Privately Held
- Founded
- 1993
- Specialties
- Certified Divorce Financial Analyst®, Education and Certification, Divorce and Finance, Finance, Divorce , Continuing Education, Divorce Financial Analysts, Certification, and CDFA®
Locations
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Primary
3622 Lyckan Pkwy
Suite 3003
Durham, North Carolina 27707, US
Employees at Institute for Divorce Financial Analysts®
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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®
Updates
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Join Ivy Menchel, CFP®, CBEC®, CDFA®, and Lili Vasileff, CFP, MAFF, CDFA, tomorrow as they provide insights into the evolution of divorce financial planning and the tremendous value ADFP offers to divorce professionals and their clients. What You'll Learn: 1️⃣ Explore ADFP's programs, webinars, and resources. 2️⃣ Discover initiatives that enhance member benefits and complement IDFA membership. 3️⃣ Understand why making a difference with ADFP matters in the divorce industry. Don't miss this chance to expand your professional network and elevate your practice! 🙌 👉 Register Now: https://zurl.co/G9BL #DivorceFinancialPlanning #ADFP #Webinar #ProfessionalDevelopment #IDFA #FinancialPlanning #Networking
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Congratulations to our newest CDFA professional, Samantha Fernandez! https://lnkd.in/g_xsi6VE
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Calling all financial professionals! Elevate your career by becoming a Certified Divorce Financial Analyst® (CDFA®). Join our Fall 2024 online class, starting September 2nd. 📅 Our comprehensive curriculum includes: ✅ In-depth understanding of divorce laws and procedures ✅ Navigating marital vs. separate property ✅ Pension and retirement plan strategies ✅ Options and implications for the marital home ✅ Fundamentals of child and spousal support ✅ Tax considerations for property sales or transfers ✅ Managing debt, credit, and bankruptcy Complete the course at your own pace with interactive support and live Q&A sessions. Achieve your CDFA designation and become a trusted expert in divorce financial planning! Register Now and take a step towards expanding your professional expertise! https://zurl.co/8S1n #CDFA #DivorceFinancialPlanning #CareerGrowth #FinancialAnalyst #ProfessionalDevelopment #OnlineLearning
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Are you a Certified Divorce Financial Analyst (CDFA®) with extensive experience in navigating complex financial challenges and guiding individuals through difficult transitions? Join us at the Institute for Divorce Financial Analysts (IDFA®) as a Subject Matter Expert! In this role, you will be a central figure in our team, leveraging your specialized expertise in Divorce Financial Planning to provide nuanced counsel on intricate financial matters. Your insights will be essential in advancing our understanding of this field and in supporting our clients through their journeys. The job is fully remote, so you can work from anywhere you call home. Take the leap today and help us shape the future of Divorce Financial Planning at IDFA! Apply Here ⮕ https://lnkd.in/eW3_BxjY #CDFA #SME #JoinOurTeam #IDFA
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Congratulations to our newest CDFA professional, Terri Schneider, AAMS®, CDFA®! https://lnkd.in/gMXBQFkj
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Join Ivy Menchel, CFP®,CBEC®, CDFA® and Lili Vasileff, CFP, MAFF, CDFA on September 3rd at 1:00 pm EDT as they provide insights into the evolution of divorce financial planning and the tremendous value ADFP offers to divorce professionals and their clients. What You'll Learn: 1️⃣ Explore ADFP's programs, webinars, and resources. 2️⃣ Discover initiatives that enhance member benefits and complement IDFA membership. 3️⃣ Understand why making a difference with ADFP matters in the divorce industry. Don't miss this chance to expand your professional network and elevate your practice! 🙌 👉 Register Now: https://zurl.co/G9BL #DivorceFinancialPlanning #ADFP #Webinar #ProfessionalDevelopment #IDFA #FinancialPlanning #Networking
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Calling all financial professionals! Elevate your career by becoming a Certified Divorce Financial Analyst® (CDFA®). Join our Fall 2024 online class, starting September 2nd. 📅 Our comprehensive curriculum includes: ✅ In-depth understanding of divorce laws and procedures ✅ Navigating marital vs. separate property ✅ Pension and retirement plan strategies ✅ Options and implications for the marital home ✅ Fundamentals of child and spousal support ✅ Tax considerations for property sales or transfers ✅ Managing debt, credit, and bankruptcy Complete the course at your own pace with interactive support and live Q&A sessions. Achieve your CDFA designation and become a trusted expert in divorce financial planning! Register Now and take a step towards expanding your professional expertise! https://zurl.co/8S1n #CDFA #DivorceFinancialPlanning #CareerGrowth #FinancialAnalyst #ProfessionalDevelopment #OnlineLearning
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📸 Exciting times at the CSA Conference! Now is your chance to meet Carol Lee Roberts, CFP®, CDFA®, IDFA President, and Brad Funk, IDFA director of Business Development, who are in Phoenix, AZ, representing IDFA as proud sponsors of the event! Carol Lee is gearing up for her session, "Why Divorce Really is a Woman's Issue," at 10:15 a.m. In it, she will explore the current divorce landscape and share five common pitfalls in divorce planning. We want to see you there! We’re thrilled to be part of this fantastic event, engaging with professionals who are committed to supporting seniors. https://zurl.co/wH9o #CSAConference #IDFA #WomenAndDivorce #SeniorAdvisors
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