One of the biggest challenges in divorce? Deciding whether to keep the house. 🏠 In the latest episode of The CDFA® Hotline, we discuss why clients often become emotionally attached to their homes—even when it’s not financially viable—and how CDFA professionals can help them make informed choices. 📺 Watch the full conversation here: https://zurl.co/F6dcg What strategies do you use to guide clients through this decision? Let’s discuss! 👇 The information shared in The CDFA Hotline is for educational and informational purposes only. It is not intended to be financial, legal, or tax advice. Every divorce situation is unique, and we encourage you to consult with a qualified professional before making any financial decisions. #CDFA #DivorceFinance #FinancialPlanning
Institute for Divorce Financial Analysts®
Financial Services
Durham, North Carolina 2,371 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 2017-2025 Five Star Wealth Manager Award
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Mitchell J. Thompson
Family | Fixer | Fiduciary | Wealth Manager
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Carol Lee Roberts, CFP®, CDFA®
President at Institute for Divorce Financial Analysts®
Updates
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The CDFA® Hotline is here! Our new series is designed to answer key financial questions about divorce and highlight the role of Certified Divorce Financial Analysts® (CDFA® ) in the process. Watch now and subscribe to stay ahead of the curve. 📺 Catch the full episode here: https://zurl.co/P6Thz The information shared in The CDFA Hotline is for educational and informational purposes only. It is not intended to be financial, legal, or tax advice. Every divorce situation is unique, and we encourage you to consult with a qualified professional before making any financial decisions. #DivorceFinance #CDFA #FinancialPlanning #CDFAHotline
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Be sure to join us TODAY at 1 PM ET for the first episode of the CDFA® Hotline—an opportunity for us to elevate the role of Certified Divorce Financial Analysts® (CDFA®) in the divorce process. Our goal: ↳ Educate the public on the critical financial aspects of divorce ↳ Address common, general concerns around asset division, taxes, and financial planning (not advice). ↳ Position YOU as the go-to expert for financial clarity during divorce With divorce being one of the biggest financial transactions in a person’s life, we want to ensure more people understand the value of working with a CDFA® professional. This is your chance to gain visibility, establish credibility, and ultimately help more clients make informed decisions about their financial future. Join Kristen Shearin, JD, CDFA® and special guest John Duffy, CDFA®, as we go live at 1 PM ET. https://zurl.co/biCMy #CDFA #DivorceFinance #FinancialPlanning #IDFA #DivorceFinancialExpert
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Congratulations to our newest CDFA professional, Kara Brockmeier! https://zurl.co/IRQLh
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Exciting News for CDFA® Professionals! IDFA® is launching the CDFA Hotline on March 11 at 1 PM ET—an opportunity to elevate the role of Certified Divorce Financial Analysts® (CDFA®) in the divorce process. Here's our goal: ↳ Educate the public on the critical financial aspects of divorce ↳ Address common, general concerns around asset division, taxes, and financial planning (not advice). ↳ Position YOU as the go-to expert for financial clarity during divorce With divorce being one of the biggest financial transactions in a person’s life, our goal is to ensure more people understand the value of working with a CDFA® professional. This is your chance to gain visibility, establish credibility, and ultimately help more clients make informed decisions about their financial future. Join Kristen Shearin, JD, CDFA®, and special guest John Duffy, CDFA®, IDFA Ambassador, as we go live TOMORROW, March 11 at 1 PM ET. Subscribe so you don't miss an episode! https://zurl.co/TZoYD #CDFA #DivorceFinance #FinancialPlanning #IDFA #DivorceFinancialExpert
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Congratulations to our newest CDFA professional, Ankur Shah Delight! https://zurl.co/zwy0Y
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Are you a financial professional looking to specialize in divorce financial planning? The CDFA® Program equips you with the expertise to guide clients through the financial complexities of divorce, from asset division to long-term financial stability. This program provides: ↳ Comprehensive training on divorce-related financial strategies ↳ Specialized knowledge to support clients and attorneys through the divorce process ↳ A powerful designation that positions you as a trusted expert in the field 📅 Starts April 7, 2025 – Enroll now and take control of your professional future! 🔗 Register here: https://zurl.co/Kg9fV #CDFA #DivorceFinancialPlanning #FinancialProfessionals #CareerGrowth #Spring2025 #BlueHeartMediation #FinancialExpertise
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Congratulations to our newest CDFA professional, Laura Warneke! https://zurl.co/GIgH2
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IDFA® is launching the CDFA Hotline on March 11 at 1 PM ET—a brand-new platform designed to showcase the critical role of Certified Divorce Financial Analysts® (CDFA®) in the divorce process. Here’s what we’re aiming to accomplish: ✅ Educate the public on key financial considerations in divorce ✅ Address common questions about asset division, taxes, and financial planning (without offering direct advice) ✅ Establish YOU as the trusted expert for financial clarity in divorce Divorce is often the biggest financial decision of a person’s life. Our goal is to help more people recognize the value of working with a CDFA® professional—so they can make informed, confident financial decisions. Join Kristen Shearin, JD, CDFA®, and special guest John Duffy, CDFA®, IDFA Ambassador, LIVE on March 11 at 1 PM ET. 🔔 Subscribe now so you don’t miss an episode! → https://lnkd.in/e6UZeVc6 #CDFA #DivorceFinance #FinancialPlanning #IDFA #DivorceFinancialExpert
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Congratulations to our newest CDFA professional, Carson Odom, CPA, CFP®! https://zurl.co/jq2u4
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