Guide your clients through a financial transition


Our Divorce Certificate is a streamlined package that brings you up to date quickly on essential topics for your financial planning clients. This certificate expands your range of services and equips you to provide expert guidance on

  • divorce law and process
  • property division, retirement plans, and personal residences
  • alimony vs. child support
  • life and health insurance
  • debts, credit cards, and taxes
  • the innocent spouse rule

The IBF certificate program is our most efficient learning platform—you earn your certificate without having to deliver a final project. As you master divorce topics and tools, you also gain the confidence to manage the financial implications of divorce with an unbiased and objective perspective.

Develop discernment skills.

Understand your fiduciary duties and identify how best to fulfill your responsibilities.

Increase client comprehension.

Learn what to expect during the divorce process.

Manage complex scenarios.

Maximize tax benefits with the advantageous classification of benefits.

Communicate optimal strategies.

Identify the most advantageous approaches to property division.

Provide expert guidance.

Navigate the Social Security implications for a divorcing couple.

Avoid common mistakes.

Prevent settlement provisions that put your client’s wealth at risk.


Questions? contact us.

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