Mentorship Program

ORIENTATION VIDEO

The program is for members to hone their practical skills and requires 50 hours to complete. It is for newly minted CFDS graduates, those who need to kick-start or refresh their practice, and for seasoned members who wish to take their skills to the next level.

Upon completion, you will receive the higher designation of:
Chartered Financial Divorce Specialist – Advanced Accredited (CFDS-AA).

Mentorship Program Objectives

  • Raise the bar & profile for your CFDS profession
  • Help further distinguish us from the American CDFA designation
  • Increase the success rate for new or struggling CFDS professionals to gain practical skills through experience
  • Encourage more CFDS professionals to actively work in this practice to fill the need of those separating or starting a new life together
  • Deepens a current practitioner’s understanding of the work because training and coaching requires one to reinterpret it and adapt their delivery to facilitate another’s learning.
  • Earn CE credits

Module 1 – Shadow Analysis*

  • Skill Building by Observation
  • 10 hours
    • Students view Mentors on live cases (in person or on zoom but not on screen, and with consent by clients & other professionals, if applicable) demonstrating:
      • neutrality
      • communication skills
      • managing emotions
      • tough moments/reality check with empathy
      • financial acumen as the professional
    • After meetings end, the Mentor debriefs with Student(s)

*(exemption for accredited mediators or collaborative professionals with the CFDS designation, plus 3 letters of endorsement)

Module 2 – The Work of the Financial Professional

  • Skill Building by Simulation
  • 20 hours
    • Participants are actively running a simulated meeting with other participants acting as the clients and the neutral while the Mentor watches & intervenes with guidance for teaching/coaching on: 
      • neutrality
      • communication skills
      • managing emotions
      • tough moments/reality check with empathy 
      • financial acumen as the financial professional

*Module 1 Prerequisite (exemption for accredited mediators or collaborative professionals with the CFDS designation, plus 3 letters of endorsement)

Module 3 – Being the Financial Neutral

  • Skill Building by Live Case Facilitation
  • 20 hours (across one or several cases)
    • The Student takes the lead with the Mentor monitoring and providing coaching/guidance/feedback on: 
      • neutrality
      • communication skills
      • managing emotions
      • tough moments/reality check with empathy 
      • financial acumen as the financial professional 
    • Lifestyle Projection work and presentation to client(s), peer, or Mentor 

** Module 1 (exemption for accredited mediators or collaborative professionals with the CFDS designation, plus 3 letters of endorsement) & Module 2 Prerequisites** 

*Optional – Module 4 – Building your CFDS-AA Practice

  • optional
  • 10 hours
  • Building Your Practice – group sessions
  • Personalized Building Your Practice – individual
    • boot-camp or business building coaching model covering
      a. marketing – social media, advertising, awareness with other professionals, network building 
      d. client acquisition
      b. client intake processes
      c. billing and workflow management
      e. any other topic as needed by the Student

Pricing Details & Other Logistics

  • Module 1 = $750 + HST (may be exempt as outlined)
  • Module 2 = $1,600 + HST
  • Module 3 = $1,800 + HST

Module 4 Optional (for marketing and business building)

  • Module 4A = $1,200 + HST
  • Module 4B = $1,500 + HST

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