With IDFA’s Affinity Program, members can take advantage of deals and discounts from a variety of companies and partners. These companies have an annual partnership with IDFA and we are proud to feature products and services our members will use every day.

You can find a list of all our partner companies below.


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.

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.

College for Financial Planning

The College for Financial Planning is the nation’s leading financial education institution. Founded in 1972, the College created the prestigious CERTIFIED FINANCIAL PLANNER® (CFP®) certification and has trained over 165,000 professionals. Flexible web-delivered classes featuring eBooks, HD streaming lectures and interactive quizzes bring the classroom to your home or office.

Graduates of the College are consistently ranked among the top financial advisers in the nation. Designations awarded include the AAMS®, CRPC®, and CSRIC™. The College is also home to a fully accredited Master of Science degree program and a variety of continuing education courses. You could be our next successful graduate!

For more information, please visit: [ https://www.cffp.edu/ ]

Family Law Software

Family Law Software is software for analyzing and reporting the financial aspects of divorce. Family Law Software is a detailed and comprehensive financial planning tool, handling automatic tax calculations, growth of investments, liquidations (including tax and penalties on liquidations), required minimum distributions of IRAs and 401(k)’s, the impact of timing on Social Security payments, defined benefit pension valuations, spousal support present value calculations, what if scenarios, the tax impact of spousal support, and much more.

First Ascent Asset Management

First Ascent Asset Management provides outsourced portfolio management to financial planners and advisors at an industry first flat fee. We offer a wide range of portfolios, as well as a full suite of services including private labeling, online proposal generation, on-demand digital account opening, performance reporting, and billing.

For more information, please visit: [ https://firstascentam.com/ ]

Framing Success

Framing Success provides custom-embossed diploma and certificate frames to universities, colleges, government agencies and professional organizations. We're proud to offer Forest Stewardship Council™ (FSC®) certified diploma frames derived from well-managed forests and handcrafted in the USA.

Garrett Planning Network

The Garrett Planning Network is the country’s leading professional organization supporting accessible, fiduciary, financial planning and advice for people from all walks of life on an hourly, as-needed basis.

ISBA

ISBA provides an exceptional educational program leading to a BUSINESS CERTIFIED APPRAISER (BCA) designation. ISBA is focused on Small to Main Street-sized businesses. The course instruction is in-depth. You can earn the BCA credential only after demonstrating through education, testing and a reviewed report your level of expertise.

For more information, please visit: [ https://www.intlbca.com/ ]

Markel Specialty

Markel’s Divorce Financial Consultants Professional Liability insurance offers E&O Insurance for Divorce Financial Consultants (CDFAs). Since 1988, it has established a strong reputation as a result of its industry expertise, stable premiums, and excellent claims management services. Markel offers policy customization, risk mitigation strategies, and optional cyber liability coverage.

For more information, call 800.691.1515 or email: investmentadvisors@markelcorp.com.

Retirement Funding Solutions

Retirement Funding Solutions is a wholly owned subsidiary of Mutual of Omaha Bank and is the largest retail reverse mortgage lender in the nation. RFS was created to address and solve for one of the most significant challenges facing the Baby Boomer Generation today...Being Financially Prepared for Retirement Years by leveraging housing wealth with reverse mortgage financing. RFS is dedicated to educating Retirees, their families and trusted advisers on the value of a product that was created by the US Government during President Reagan’s term in Office. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in one’s home as a means to retain assets, defer and reduce taxable withdrawals and to increase cashflow in retirement. Today, reverse mortgage funds are most commonly used to eliminate fixed expenses, purchase new homes, supplement retirement income and create LOC access.

Our Commitment to you is that the reverse mortgage educational process will be based upon informative, ethical and open dialogue. For reverse mortgage training and information visit: https://rfslends.com/alina-passarelli-reverse-mortgage/ or call: (612) 396-6802

Second Saturday

Second Saturday is the critically acclaimed divorce workshop founded in 1989 by nationally renowned advocates/wealth managers Candace Bahr and Ginita Wall. Second Saturday offers non-biased financial, emotional and legal advice from qualified local professionals, providing people with the knowledge, support, resources and trust that they need to survive the divorce process and move forward with confidence toward a new life.

think2perform

For more than a decade, think2perform’s professional coaching, leadership consulting, and business development services have improved the decision-making skills and performance of individuals and organizations. We serve multiple industries including financial services, healthcare, non-profit and education, and our clients range from Fortune 100 firms and major league sports franchises to med-tech start-up and high-profile business schools.

For more information, please visit: [ https://www.think2perform.com/ ]

Wellspring Divorce Advisors

Wellspring Divorce Advisors is the only nationwide divorce financial planning firm focused on establishing long-term financial well-being by providing experienced, objective advice.  We have developed a turn-key business solution to help other CDFA professionals start and grow their business.

Our tested proprietary methods guide network members through the entire business cycle.  This includes finding clients, advising them through the divorce, and establishing an ongoing business relationship with post-divorce clients.  

Our intensive training program and ongoing expert guidance are second to none.  Our network members have the confidence and knowledge to successfully market themselves, and skills necessary to say yes to every case, knowing we are only a phone call away if they need guidance.

In addition to training, our platform includes marketing materials, continuing education, access to a help desk, a page on our website, monthly newsletter and more.

If you are interested in jumpstarting your CDFA practice and becoming a respected and sought-after professional in your community, please give us a call.  Join us as we continue our nationwide growth beyond current offices and affiliates located in San Diego, Los Angeles, San Francisco, Denver, New York, Columbus, Cleveland, Boston and Rhode Island. sgumeson@wellspringdivorce.com | 858.523.8249

White Glove

White Glove offers a comprehensive program that gives professionals all across the United States and Canada the tools they need to gain more clients, increase ROI and significantly improve their practice. As the pioneer of a 100% done-for-you, turnkey, risk-free, triple-guaranteed seminar planning and digital marketing program, White Glove helps professionals (personal finance and insurance advisors, realtors, and lawyers) transform their business through educational seminars.

White Glove serves as a business growth hub where professionals can come to one place for everything they need to grow and thrive.

For more information, please visit: [ https://whiteglove.com ]