Affinity Partners

American Association of Certified QDRO Professionals (AACQP™)

The American Association of Certified QDRO Professionals (AACQP™) has been established to create uniformity and for candidates & members to maintain a high standard of quality concerning business professionals involved with the preparation of Qualified Domestic Relations Orders. To achieve this standard of quality AACQP has developed courses, exams and practical exercises intended to certify that an individual is fully prepared to service clients with regard to Qualified Domestic Relations Orders and any other related issues. AACQP bestows upon a candidate meeting these standards as a Certified QDRO Specialist (CQS). The AACQP Certification Board is responsible for maintaining a high standard of quality within the certification program and is also tasked with maintaining a professional organization that represents the profession of QDRO Specialist and Analysts.

The American Association of Certified QDRO Professionals offers educational training and certification programs to CDFAs, CPAs, attorneys, paralegals, investment advisors, and Human Resources professionals related to qualified domestic relations orders and issues surrounding QDROs in divorce. The Certified QDRO Specialist (CQS™) and Certified QDRO Analyst (CQA™) is are certification programs for those interested in drafting QDROs and related court orders dividing retirement plans and is based on nearly 30 years of experience, college courses and CLE programs devoted to QDROs, including requirements companies need to qualify domestic relations orders.

Enhance your revenues and your marketability.

For more information, call 888-275-8648 or email: inquiry@aacqp.org.

Divorce Financial Planner Training Center

With much trial and error, I used my previous experiences as a business owner to map out a strategy and dive in head first to my new adventures in divorce. Eighteen months later I was averaging 5 cases a month and now run a very successful practice in Phoenix, AZ with 12-20 active cases going at any given point in time.

I believe that the reason the CDFA^® credential is not recognized universally is that not enough of us are doing the work and I assume it’s for the same reasons that I had when I passed that last test. I felt lost and overwhelmed and had no idea what to do next. It’s now my mission to help as many CDFA^® professionals as possible follow their dreams of making a difference for the families going through this difficult transition.

I’m a personal development junkie, a trained coach, and a serial entrepreneur and I assure you that with my help, you CAN have a successful divorce practice exactly the way you’ve envisioned. Let me show you the way to making a difference, playing a bigger game, and making a bigger contribution.

KBK Wealth Connection A Pioneering Force in Women and Money

Kathleen Burns Kingsbury isn’t your average money mindset coach; she’s a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 18 years of specialized experience, she’s dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships.

Her signature program, “Unleash Your True Value™: How to Shift Your Negotiation Mindset, Boost Your Confidence, and Close More Sales,” is the culmination of her expertise, honed through years of helping women executives, financial advisors, and entrepreneurs break free from money silence.

A graduate of Harvard Law School’s Program On Negotiation, Kathleen served as an adjunct faculty member at the McCallum Graduate School at Bentley University from 2009 to 2019, where she taught the Psychology of Financial Planning in the CFP® program. She currently teaches Strategic Negotiations in the Business and Management School at Champlain College. She is certified Co-Active Coach with a Masters Degree in Psychology and Bachelors Degree in Finance.

Recognized by The New York Times, The Wall Street Journal, and others, Kathleen is the author of Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life, her most recent of five books on wealth psychology and financial communication. And she’s not all business—when she’s not trailblazing the field of women and wealth, she’s conquering ski slopes and exploring the great outdoors in Vermont, living life to the fullest.

Learn more about how to work with Kathleen by visiting the wealth management consulting and coaching program pages.

American Academy of Cybersecurity Professionals (AACSP)

The American Academy of Cybersecurity Professionals (AACSP) is dedicated to improving cybersecurity preparedness within small and medium-sized businesses (SMBs). Through their online CyberSecure course, AACSP equips business professionals with a strong foundation in cybersecurity awareness.

Amicable Divorce Network

The Amicable Divorce Network the only global network of vetted, experienced, interdisciplinary professionals who are dedicated to helping families navigate divorce through the Amicable Divorce Process, a civilized, transparent,out-of-court and cost effective alternative to adversarial divorce litigation. The Amicable Divorce Process is also hosted on a sophisticated cloud based technology platform which is a free benefit to all members to collaborate with clients and other professionals. Professionals are vetted prior to membership for their experience, commitment to a resolution-focused practice, and engagement in fair billing practices. Founded in 2019 by Georgia attorney, Tracy Ann Moore-Grant, the Amicable Divorce Network has quickly grown to an international network connecting professionals and clients all over the world.

Certification for Long-Term Care (CLTC)

Whether you are an insurance professional, financial advisor, attorney, CPA, or other professional providing guidance to clients and their families, it is critical to understand that their needs extend well beyond asset accumulation, income distribution, and estate planning.

Today, working in these markets requires knowledge of long-term care and what decisions must be made well before care is needed in order to protect families from the emotional, physical and financial devastation that a need for extended care can cause.

The Certification in Long-Term Care (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.

The CLTC designation has been recognized and supported by The American College, NAIFA and major insurance carriers.

For more information, call 877.771.2582 or email: info@ltc.cltc.com.

International Society of Business Appraisers (ISBA)

The International Society of Business Appraisers (ISBA) is a premier Business Valuation Membership Association offering excellent education leading to the Business Certified Appraiser (BCA) designation. The goal is to provide businesses and individuals with the education and certification needed to best assist clients in the valuation of small and Main-Street-level businesses.

In addition to the BCA designation, ISBA offers the profession’s only Business Valuation Review certification (the BCA-R), and courses covering Advanced Financial Analysis, Going Concern – Real Property, and Building the Essential BV Templates in Excel.

Mutual of Omaha Mortgage

The Mutual of Omaha Insurance Company has been helping customers since 1909. Inspired by hometown values and committed to being responsible and caring for each other, we exist for the benefit of our customers.

And, like our customers, we thrive on relationships and building genuine, enduring connections. As a Mutual company, our focus isn’t about increasing share prices. It’s helping customers reach their financial goals.

What that means is if you’re considering a new home purchase or refinance, you can feel secure knowing Mutual of Omaha Mortgage exists solely to do right by our customers, every time.

We understand that to some companies a loan is transactional. That’s not us and it never will be. Buying (or refinancing) a house is more than a financial decision. It’s the promise of a life you want to build and the memories you want to make. And that’s why before we talk home loan solutions, we focus on you and your needs.

Society of Certified Senior Advisors

The Society of Certified Senior Advisors (SCSA) educates and certifies professionals who work with seniors. The Certified Senior Advisor (CSA)® credential applies to professionals who are able to demonstrate their competence and knowledge of working with older adults into their professional practices. By creating a network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them.

Sudden Money Institute

I founded the Sudden Money Institute in 2000 with a community of practitioners of financial planning seeking to better serve our clients. Our experience told us that our traditional training didn’t equip us to skillfully handle clients who were anticipating or experiencing major life events.

They behaved in unexpected and uncharacteristic ways, and we didn’t know why. We simply didn’t know what to do with them. We knew we needed a different way of doing what we were doing, and perhaps more importantly, we needed a different way of being with our clients.

We had to look outside of financial planning for research and expertise, as financial transitions – as a field of study—didn’t exist. After nearly two decades of evolving discussion and work together, we now have a clear understanding of what it means to guide clients through financial transitions.

We can articulate the components of this new field we call Financial Transitions Planning, as well as the qualities a professional should exhibit and embody to provide skillful guidance. We started a training certification division called the Financial Transitionist Institute, for professionals seeking to understand and better help clients during times of great change, and we welcome you to explore that site.

As for the Sudden Money Institute, we are returning to our roots as a think tank and a resource for the public. Our vision is a vibrant community of people moving through and adapting to change mingling with professionals dedicated to serving them. We want to be the world’s resource for all things financial transitions, and we’re excited to continue in that direction.

Beacon Hill Financial Educators, Inc.

Beacon Hill Financial Educators, Inc., established in 1994, addresses the demand for high-quality, self-study continuing professional education courses tailored for financial planning, accounting, and tax professionals. Recognizing that many professionals hold multiple licenses, the company offers dual-credit courses to streamline the fulfillment of CPE requirements. Beacon Hill is a registered sponsor with several esteemed organizations, including the CFP Board, National Association of State Boards of Accountancy (NASBA), Internal Revenue Service (IRS), Institute for Divorce Financial Analysts™ (IDFA®), and Investments & Wealth Institute® (IWI®).

Their CFP Board Ethics Workshop™ seminar is presented through Financial Planning Association chapters nationwide. Committed to convenience and quality, Beacon Hill ensures courses are updated annually, available in both download and print formats, and provides online exams that can be completed over multiple sessions. The company also offers responsive customer service and plans to remain at the forefront of education through technological advancements and new learning methodologies.

For more information, call 800-588-7039 or email contact@bhfe.com.