Four 60-minute sessions of teaching and learning. Attend live and online via Zoom or watch on demand.
Tuesdays 12:00 - 1:00pm ET
Jan 10, 17, 24 and 31
You'll get plenty of resources and spreadsheets to use with your clients to start understanding their money and make informed decisions throughout their divorce.
Increase Your Impact
When you have the confidence to work through the numbers, clients stay engaged longer and gain more confidence. And that means more impact and more revenue.
DO CALCULATORS MAKE YOU NERVOUS?
You don't have to be a financial pro to dive into divorce finances with your clients. Let a CDFA show you how!
Ever get questions like these from clients:
- How do I know if I can afford to leave?
- How will I ever support myself?
- What if I don't know anything about money?
- What should I ask for?
- How will I know if it's fair?
- Isn't hiring an attorney expensive? I don't have that kind of money.
Money fears are a big deal in divorce and financial decisions have long-lasting consequences. No wonder so many clients (and coaches) would prefer to leave the numbers to the pros.
Financial professionals play a vital role in divorce. Nobody wants an amateur deciphering a tax return, valuing a business, tracing complicated separate property, or calculating the present value of a pension.
But there is so much you CAN do as a divorce coach to get your clients started on the road to financial literacy and good decision making.
In this course we'll cover:
🔸 Planning for divorce costs
🔸 Gathering financial documents
🔸 Defining marital lifestyle
🔸 Estimating cash flow needs (monthly budget)
🔸 Identifying assets and debts
🔸 Proposal development
🔸 Introduction to tax implications
🔸 When to involve financial professionals
Even if you failed high school algebra or the word "budget" makes you break out in a sweat, we promise you can work through some basic divorce finances with your clients. From prioritizing their short-term and long-term needs to assessing when (and how) to effectively engage financial professionals
This financial foundations course at Divorce Coaches Academy™ is the first of its kind, specifically designed for the professional, practicing Divorce Coach in their role as an alternative dispute resolution specialist.
Students who successfully complete the training will receive a certificate of completion and earn 4 CEU's.
More money confidence
Better decision making
Helps identify priorities
Assists with proposal development
More prepared for attorney
Can lower conflict
Makes future planning possible