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This 10-month course is designed for CFP® and CDFA® professionals and financial advisors who wish to become more knowledgeable in the areas of divorce: analysis, planning and post-divorce carryover. In order to better serve DFP clients who are going through a divorce, practitioners must understand the legal, financial, psychological and personal decisions that their clients must make and the implications that these decisions have for the planning process and life‘s transition. 


Learning Objectives

  • Understand the divorce process
  • Recognize the factors that lead to costly divorces and options for resolving tough divorce-related financial issues
  • Recall the essential financial information relative to a divorce process that needs to be gathered
  • Understand the financial planning aspects of child support and custody
  • Understand the financial planning aspects of alimony
  • Understand the financial planning aspects of property division, including family businesses
  • Understand the financial planning aspects of debt relating to divorce
  • Understand the financial planning aspects of retirement benefits relating to divorce
  • Recognize the tax consequences and planning considerations of divorce
  • Understand the legal rights issues that have an impact on financial planning considerations
  • Understand the working relationships that occur between advisors, lawyers, and/or mediators