CFDS-AA: Bettina Plendl, Nanaimo, BC

CFDS-AA Bettina Plendl Nanaimo BC
CFDS-AA Bettina Plendl Nanaimo BC

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation:

Bettina Plendl, Nanaimo, BC

Ms. Plendl is a Certified Financial Planner, mediator and Chartered Financial Divorce Specialist solely focused on financial divorce planning.

After tenure with Investors Group, Ms. Plendl earned a CFP through FP Canada, followed by her CFDS in 2018 from the Academy of Financial Divorce Specialists.

Ms. Plendl is a trained Family Mediator through the Continuing Legal Education Society of BC and a Qualified Mediator through the Alternative Dispute Resolution Institute of Canada (ADRIC) / Institut d’arbitrage et de médiation du Canada (IAMC).

Organizational membership includes Collaborative Professionals Canada (CPC), the International Association of Collaborative Professionals (IACP), Oceanside Women’s Business Network Secretary, and the Nanaimo Women’s Business Network.

Based on Vancouver Island, Ms. Plendl services British Columbia and also speaks German.

Learn more about Ms. Plendl’s Chartered Financial Divorce practice here:

Chartered Financial Divorce Specialist designation – Advanced Accreditation (CFDS-AA)

The following requirements must be met to be grandfathered for this higher designation:

  • Graduated CFDS
  • E & O insurance coverage up to date
  • Three (3) letters of endorsement from other professionals who worked on cases together
    • Checklist for endorsement (see application)
  • Proof of other designations (if applicable)

For those eligible to be grandfathered, the temporary discount is available until August 31st

July 1st to August 31st – $500 + HST

The criteria to determine eligibility for grandfathering is available via a preliminary form you can request via specifying ‘Mentor Designation Grandfathering’ in the subject line.