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 |