a Conference Near You!
and say hello: we'd love to meet you!
AICPA Personal Financial Planning Conference
Jan. 20–22, 2014
Las Vegas, NV
AICPA /AAML Conference on Divorce
April 24–25, 2014
Las Vegas, NV
CIFPs National Conference
June 8–12, 2014
Marriott Habourfront Halifax
Watch this space for updates!
Overview of the Canadian CDFA Self-Study Course
The Financial Aspects of Divorce Self-Study Course (Canada) $1,150.00
This information-packed self-study course is accredited for:
- 32 FPSC approved CE Credits (Financial Planning Standards Council)
- 32 IAFE approved CE Credits (Advocis)
- 30 hours of IDA Professional Development CE (IIROC)
The Financial Aspects of Divorce provides comprehensive training using a variety of knowledge and skill-building techniques. In order to receive the Canadian Certified Divorce Financial Analyst (CDFA) designation, you must complete three separate self-study Modules and then successfully pass an exam based on the material for each Module.
The Modules will provide a comprehensive foundation of practical knowledge on topics such as:
- Separate vs. Marital property
- Valuing and dividing property
- Debt, credit, and bankruptcy
- Child and spousal support
- Estate planning and insurance issues
- Retirement plans, pensions, and RRSPs
- Options for the Matrimonial Home
- Tax problems and solutions
- Analyzing the financial implications of different divorce settlement proposals
- Providing litigation support to divorce lawyers
- Serving as a financial expert on divorce cases
MODULE ONE: "The Fundamentals of Divorce" and the "CDFA Resources for Canada" guidebook - $450.00
This module covers material on the new divorce niche, the role of the CDFA, gathering and interpreting financial data; matrimonial and property law across Canada; alternatives to litigation (such as mediation, arbitration, and collaborative divorce); serving as an expert witness in court; ethical issues; 100 sample test questions and answers; and much more.
For more details about Module One, click here.
MODULE TWO: "The Financial Issues of Divorce" - $400.00
This module covers the treatment of property in divorce, including:
• pension and retirement savings
• the matrimonial home (and other real estate),
• liquid assets
In addition, you'll find detailed explanations of how spousal support (alimony) and child support work; important tax considerations; insurance and estate planning issues; bankruptcy, debt, and credit issues ; and 100 sample test questions and answers to help you prepare for the exam.
For more details about Module Two, click here.
MODULE THREE: "Canadian Case Studies" - $400.00
This comprehensive module combines all the information learned in earlier modules and presents several case studies for the student to work through and solve. This textbook walks the student through the use of the Divorce Settlement Analyst software to run illustrations and projections for clients and lawyers: vital preparation for working as a CDFA. The software allows you to show the financial impact of increasing the amount of spousal or child support, or extending the period of time that either is paid. You can compare the effect of dividing the property -- or how a change in the cost of living impacts each spouse’s financial future. Divorce Settlement Analyst allows you to you illustrate the probable outcome of various settlement proposals, helping you find workable solutions to problems such as:
- How an equal division of property can leave the lower income spouse destitute within a few years.
- How to structure a settlement that benefits the lower-income spouse -- but does not necessarily harm the higher-income spouse.
- How your client can enjoy a certain standard of living post-divorce without going broke in the process.
For more details about Module Three, click here.