Eligibility

Prerequisites

Divorce Financial Planning is the application of the discipline of financial planning to settlement strategies in divorce. The process requires the synthesis of tax, insurance, retirement and other areas of knowledge with their specific application to divorce. The eligibility requirements were established by the Board of Advisors and reflect the fact that this is not an entry-level designation but an advanced program.

At the July 2020 Board of Advisors meeting the following changes were made to the initial eligibility requirements.   Candidates must have a bachelor's degree with three years of on-the job experience or if no bachelor's degree, five years of relevant experience.  Experience has been defined as the following: 

    Financial Planning

    Family Law Practice or

    three or more of the following: 

        Experience with the tax code

        Investment advisory or management

        Real Estate, mortgage and reverse mortgage lending

        Life and disability insurance

        Financial therapist or coach

IDFA understands that the financial industry encompasses a broad range of organizations. To see the full list of designations recognized by IDFA, see our FAQs page. Divorce industry experience is considered on a case-by-case basis. If you have any questions about this prerequisite or would like to request an exception, please contact info@InstituteDFA.com.

Non-discrimination

Certitrek and its subsidiaries including FIA dba Institute for Divorce Financial Analysis will admit candidates without regard to age, sex, race color, national origin, disability, religion, sexual orientation, or marital status to all rights, privileges, programs, and examinations. IDFA will not discriminate based on age, sex, race, color, national origin, disability, religion, sexual orientation, or marital status in the administration of its certification and recertification policies.