The Certified Divorce Financial Specialist™ (CDFS™) designation program is for advisors who want to learn more about divorce, its ramifications, and methods to maximize a client’s financial well-being and awareness. This program expands your range of services and equips you to provide expert guidance on
- Divorce basics
- Divorce alternatives
- Dividing Marital Assets
- The most common financial mistakes made during divorce
Understanding Tax Ramifications
Spousal support, also referred to as alimony or maintenance, is usually taxable to the receiving spouse and a deduction for the paying spouse.
Avoid common mistakes
Thinking a 50-50 division is always fair.
Social Security after Divorce
If you were married for at least 10 years and are at least 62 years old, you are entitled to Social Security benefits based on your ex-spouse’s contributions.
Dividing Marital Assets.
What to do about the family home, Retirement plans, Employee Perks, Personal Property, and debts
Knowing what Questions to ask an Attorney
Being well versed in the areas where you can best advise your clients.
To help you quickly answer common questions.
The CDFS program contains one module, with one 75 question exam, and a written case study.
Questions? contact us.