Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation:
Lisa Sukul, BC
Lisa completed her B.Comm at the University of British Columbia, earned the CFP designation from FP Canada and has over 12 years experience as a financial planner. Her tenure includes time with Sun Life and Investia Financial Services. After being part of the Collaborative Divorce community, Lisa became a CFDS graduate in 2017.
Lisa received the CFDS-AA in 2022 via the temporary grandfathering period based on her excellent endorsements from legal colleagues and proven high quality of case work completed.
Learn more about Lisa’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 firstname.lastname@example.org specifying ‘Mentor Designation Grandfathering’ in the subject line.