PARENT MEDIATION CANADA
The Role of the CDFA
Certified Divorce Financial Analyst
A CDFA® is required to go through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. In order to obtain the CDFA® designation; three exams are written, and each must be passed with a minimum of 70%.
Find out if is the right fit for you
A CDFA® can help parties:
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- Identify the short-term and long-term effects of dividing property
- Understand tax implications of settlements
- Analyze pension and retirement plan issues
- Determine if the client can afford the matrimonial home
- Provide the client and his/her lawyer with data that shows the financial effect of any given divorce
- Provide education pertaining to tax issues that apply to divorce
- Possesses background knowledge of the legal issues in divorce
- Collect financial and expense data
- Help client’s identify their future financial goals
- Offer creative financial approaches to settling cases