Certified Divorce Financial Analyst (CDFA)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

In order to be considered for this designation, a professional must have at least two years experience in the financial or legal industry. To obtain this designation, a professional must complete a series of four examinations based upon material learned from four self-study courses. Coursework outlines several key areas important in divorce proceedings; including the treatment of property during divorce, alimony and child support, and tax implications of property division. The entire program generally takes at least 4 months to complete.


Issuing Organization:

Institute for Divorce Financial Analysts


Website:

www.institutedfa.com

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Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

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