Professional Standards & Ethics
Review the Code of Ethics and professional standards that govern the CDFA® designation.
IDFA® Certified Divorce Financial Analyst Certification Refund Policy
Pre-Certification Program
If you are not satisfied with any of the programs within 30 days of purchase, you can get a refund by:
- notifying us prior to taking the exam and
- returning all materials that you may have received.
Refunds will be assessed a $10.00 processing fee.
NO refund will be given after 30 days or an examination attempt.
CDFA® Annual Certification Fees
Annual certification fees are NOT refundable.
IDFA® Conferences, Workshops, Symposia
Cancellation Policy: Cancellations received up to 14 working days before the workshop are refundable, minus a $100 registration service charge. After that, cancellations are subject to the entire fee, which you may apply toward a future conference or workshop. Please note: if you don’t cancel and don’t attend, you are still responsible for payment. Substitutions may be made at any time.
Reconsideration of Adverse Decisions: Applicants, candidates, or certificants who receive an adverse decision (e.g., denial of eligibility, exam failure, recertification denial, or disciplinary sanction) may request reconsideration. A request for reconsideration must be submitted in writing within 30 days of receiving notice of the adverse decision. The request must include a statement of the grounds for reconsideration and any supporting documentation. Reconsideration reviews will be conducted by individuals not involved in the original decision.
Appeals: If dissatisfied with the outcome of reconsideration, the applicant, candidate, or certificant may appeal the decision. A written appeal must be submitted within 30 days of receiving the reconsideration decision. Appeals are reviewed by the Certification Board or an independent panel designated by the Board. The appeals process includes written notice of the grounds for appeal, an impartial review of all evidence, and issuance of a written final decision. All appeal decisions are final.
Notification: All parties will receive written notice of the outcome of disciplinary actions, reconsideration requests, and appeals within a reasonable period of time after decisions are made.
Complaint Resolution: For more information regarding administrative policies such as complaint and refund, please contact our offices at 800-875-1760.