Testimonials and Comments:
"Excellent, very informative, interesting and eye-opening. Appreciated all the great marketing tools. Especially liked the software!”
"I felt a sincere desire to make the designation of genuine value with integrity and recognition...the course was full of valuable information...I will feel very confident to proudly present myself as a Financial Divorce Specialist.”
"The relevant updated reference material for planning purposes was a pleasant surprise."
"Fantastic content, extremely well done, big bang for the buck!”
"Learned a lot, very practical, very useful.”
"Enhanced all my financial planning skills.”
"I like the fact that I can call toll free at any time for assistance or have my e-mails answered almost always within one day"
Commonly Asked Questions
-To provide a much needed service to those separating and divorcing individuals during a difficult time in their lives.
-To provide education and reduce stress regarding the financial aspects of income, asset division, debt management, tax concerns and cash flow challenges
-Improve the long term impact to financial choices during life changing moments
-Helps achieve goals and deals with concerns for financial security and a practical view of options being considered in pivotal times of transition.
-Provides clients with a reality check
-Uses projections and analytical tools to reveal the implications of choices being considered that effect tax costs, inflation, growth, cash flow, etc. both for today and years ahead.
They enroll in our program consisting
- Ethics, practice standards
- Tax rules, tax credits and benefits
- Risk management
- Budgeting and cash flow analysis
- Proprietary software to project all aspects of clients’ financial outcomes
- Complete the 4 modules and exams, including case study work to graduate
To access a CFDS in your area, visit the "Find a Specialist"