Divorce Financial Foundations
From a CDFA®
You, Yes You, Can Do Divorce Financial Planning
Begins April 16, 2025
DO CALCULATORS MAKE YOU NERVOUS?
You don't have to be a financial pro to dive into divorce finances with your clients. Let a CDFA® show you how!
Ever get questions like these from clients:
Money fears are a big deal in divorce and financial decisions have long-lasting consequences. No wonder so many clients (and coaches) would prefer to leave the numbers to the pros.
Financial professionals play a vital role in divorce. Nobody wants an amateur deciphering a tax return, valuing a business, tracing complicated separate property, or calculating the present value of a pension.
But there is so much you CAN do as a divorce coach to get your clients started on the road to financial literacy and good decision making.
In this course we'll cover:
🔸 Planning for divorce costs
🔸 Gathering financial documents
🔸 Defining marital lifestyle
🔸 Estimating cash flow needs (monthly budget)
🔸 Identifying assets and debts
🔸 Proposal development
🔸 Introduction to tax implications
🔸 When to involve financial professionals
Even if you failed high school algebra or the word "budget" makes you break out in a sweat, we promise you can work through some basic divorce finances with your clients. From prioritizing their short-term and long-term needs to assessing when (and how) to effectively engage financial professionals
This financial foundations course at Divorce Coaches Academy® is the first of its kind, specifically designed for the professional, practicing Divorce Coach in their role as an alternative dispute resolution specialist.
Students who successfully complete the training will receive a certificate of completion and earn 4 CEU's.
Money is a big deal in divorce. And sure, there are plenty of financial professionals out there that can help your clients analyze it all. But did you know you can help your clients do a ton of good decision making about their money before they need to get the pros involved?
By adding some basic divorce financial planning skills to your toolbox, you expand your market and your clients benefit in so many ways. Here are just a few:
More money confidence
Better decision making
Helps identify priorities
Assists with proposal development
More prepared for attorney
Can lower conflict
Manages expectations
Makes future planning possible