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.

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.

Vesta

At Vesta, we have built a better way for people to navigate the divorce process by providing access to expert advice, professional counseling, and a community of support. Our localized hubs in Massachusetts and Southern California offer no-cost in-person and virtual events, concierge services, and vetted professionals from the range of services needed before, during, and after divorce, including legal, financial, emotional, real estate, mortgage specialists and health and wellness. In addition to expert one-on-one services, our professionals collaborate to provide a consolidated system of comprehensive, supportive care. Vesta’s integrated, efficient approach improves the experience and outcomes of the divorce process, and can effectively lower the associated costs. Vesta clients consistently report reduced anxiety and isolation – they deeply appreciate our professionals’ expert guidance throughout the divorce process, and they highly value participation in our supportive Vesta community.

For more information, call 508-744-6014.

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.

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.

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.

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.

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.

The American Institute of Certified College Financial Consultants

The American Institute of Certified College Financial Consultants (AICCFC) is the issuer of the Certified College Financial Consultant (CCFC) designation. The CCFC is the premiere college and student loan advising designation and education program designed for financial professionals.

The education course in the CCFC designation program covers topics in education funding, planning with education tax deductions and credits, financial aid planning, student loan advising, and practical planning strategies that are relevant for those advisors working with high income or high net worth individuals, business owners, divorced/divorcing couples and non-traditional families, and grandparents. The education course also qualifies for 15 CFP Board CE Credits.

For more information, please visit: [ https://www.aiccfc.org ]