Course is divided into four modules consisting of reading materials, video tutorials and software manipulation.
Module 1 | Module One: General Information, Ethics & Practice Standards |
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Two multiple choice exams must be completed prior to commencement of Module Two. | |
Section 1 | Welcome: A few special notes as you begin |
Section 2 | History - Academy of Financial Divorce Specialists - All Canadian Training Content |
Section 3 | President and Primary Trainer |
Section 4 | Study Notes |
Section 5 | Information for Professionals and Clients in Separation and Divorce |
Section 6 | Providing Clients Tips for Choosing Professionals |
Section 7 | Tips for Clients Preparing for Separation |
Section 8 | Standards, Ethics, Guidelines, Divorce Law and Glossary |
Section 9 | Role of the Financial Divorce Specialist |
Section 10 | Cable TV Program on Divorce |
Section 11 | Ethics - Practice Standards - Process |
Section 12 | Exam: Module One General |
Section 13 | Exam: Module One Ethics & Practice Standards |
Section 14 | End of Module One |
Module 2 | Module Two: Tax and Calculating Worksheets |
Two multiple choice exams must be completed prior to commencement of Module Three. An Excel Calculating Worksheet (provided) needs to be used in order to complete the Worksheet exam. | |
Section 1 | Module Two: Tax, Pensions, Property, Support, Insurance |
Section 2 | Tax Issues |
Section 3 | Spousal Support Guidelines - Overview with Professor Thompson |
Section 4 | Review Spousal Support Details |
Section 5 | Spousal Support: Background - Reports and Issues: |
Section 6 | Spousal Support Advisory Guidelines |
Section 7 | Income Sharing as the Basic Structure |
Section 8 | The Without Child Support Formula Approach |
Section 9 | The Without Child Support Rudimentary Formula |
Section 10 | The With Child Support Formula Approach |
Section 11 | Ceilings and Floors |
Section 12 | Variation, Review, Remarriage, Second Families |
Section 13 | Property |
Section 14 | Property- Election to Opt Out of Asset Transfer |
Section 15 | Net Family Property |
Section 16 | Basics of Pension Division |
Section 17 | Government Pension Credits |
Section 18 | Relationships - Emotions |
Section 19 | Tax Exam |
Section 20 | Calculating Worksheet Exam |
Section 21 | End of Module Two |
Module 3 | Tools for Financial Divorce Specialists |
Small case study to be completed using the Prospective Software. | |
Section 1 | Module Three: Marketing |
Section 2 | Divorce Marketing Group |
Section 3 | Marketing Plan |
Section 4 | Future Projections |
Section 5 | Processes Or Methods Of Separating Or Divorcing |
Section 6 | Lawyer Interviews |
Section 7 | Perspectives Software |
Section 8 | Accessing The Software |
Section 9 | Perspectives Software – Introduction |
Section 10 | Perspectives Software - Basic Input |
Section 11 | Perspectives Software - Saving Files |
Section 12 | Case Study Laurin and Steven |
Section 13 | Case Study Albert and Victoria |
Section 14 | Sample Financial Report |
Section 15 | Exam 3 - Case Study |
Module 4 | Module Four: Final Case Study |
Final case Study. | |
Section 1 | Module 4: Introduction to Module 4 |
Section 2 | Case Studies and Analysis |
Section 3 | Civil Law - Divorce in Québec |
Section 4 | Getting ready for the Final Exam |
Section 5 | Final Exam |