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Below is a sample of the emails you can expect to receive when signed up to institutedfa.

Take Advantage of Our Thanksgi...
CDFA membership benefits and m...
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Noah, Last Chance to Take Adva...
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Save 10% on your certification...

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Exclusive Thanksgiving Offer!

This year the IDFA Conference went virtual. If you missed attending, the entire conference is now available for playback in IDFA Learning. As always, we had wonderful speakers provide high-quality content, and many Continuing Education credits available.

Implementation Impasse: Why Good Clients Don''t Follow Great Advice

Dr. Moira Somers

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Covid-19''s Impact on Social Security Claiming Decisions

Mary Beth Franklin

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Shaping Change: How to Help Clients Actively Shape Life During and After Divorce.

Susan Bradley

We Are Inviting You to Take Advantage of a Special Offer!

Use discount code THANKS50 and receive both conference workshops at no additional charge.

Offer Expires 12/1/2020

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Effectively Drafting QDRO''s and Like Orders to Divide Retirement Plans in Divorce

Timothy Voit

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How To Kick Start Your

CDFA Practice

Nancy Hetrick

Save Now

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The Certitrek Group | 1005 Slater Road, Suite 101, Durham, NC 27703

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Hello Noah,

Our Certified Divorce Financial Analyst (CDFA®) Program prepares you to be a critical part of your client’s divorce process--whether you’re providing litigation support, financial expertise, budget preparation, expectation management, or evidence presentation.

But aside from specialized training and a highly regarded designation, what else can you expect when you enroll in our course?

Lots of member benefits!

Attached to this email is a PDF that details all of the benefits you’ll receive, but here is an overview:

Email access to a marketing class that teaches you how to market yourself as a CDFA professional and grow your business
Monthly newsletter about what’s happening with IDFA, the latest divorce news, and networking opportunities
Your name and contact info listed in our Find a CDFA Professional online directory
Discounts on divorce-related conferences, including our annual IDFA Conference
Subscription to our quarterly Divorce Financial Analyst Journal
And more!

More than 5,000 professionals have pursued their certification, and we hope you’ll be next.

Here’s a snapshot of who our graduates are and what they’re up to (based on a 2018 survey we conducted about our CDFA professionals):

Demographics: Most of our graduates, almost 70%, are between 45-64 years old. 63% are female.
Occupation: 78% work in the finance industry; followed by the accounting field, and then in legal positions.
Job Satisfaction: 64% reported being highly satisfied with being able to help clients improve their lives; 46% said they appreciate being able to interact with clients; and 37% said they loved being challenged with solving a client’s problem
Business Model: Most of our graduates have a fee-only or combination fee- and commission-based business, and charge between $150-$300/hr for their services.

Want to learn more about becoming a CDFA professional yourself? REPLY to this email or contact us at 800.875.1760.

And when you’re ready to enroll, save 10% off our certification with coupon code VIP10. Visit our products page, choose a certification option, enter the code, and save!

Looking forward to helping you on your CDFA journey!

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Carol Lee Roberts, CFP®, CDFA®, CeFT® | President

o: 919-519-1899 | e: CLRoberts@institutedfa.com

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The Certitrek Group | 1005 Slater Road, Suite 101, Durham, NC 27703

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Hello Noah,

Thanks for visiting our website to learn more about our Certified Divorce Financial Analyst (CDFA®) program. There are currently four methods of pursuing the CDFA certification. Here is a brief summary of each option and what is included in the package:

1. Exam only:

Instead of working through the text, you can jump right in and purchase a voucher to take the certification exam. When you pass the exam, you’ll become a CDFA professional.

2. Self-Study Textbook

You may purchase the text (hard copy or pdf). This option includes an exam voucher at no additional cost, access to the IDFA Insider student forum, and is designed for individuals who prefer to read and master the materials independently. Cost: Hard Copy $1,530; PDF $1,455

3. Self-Study eLearning

This program is divided into ten modules that each include digital text, a video lecture, and unit quiz. In addition, eLearning provides a calculator tutorial, a 150 question practice exam and the exam voucher. Access to the IDFA Insider Student forum is included with all eLearning programs. Cost: $1,525

4. Virtual Classroom

This program is offered periodically, and includes everything in the self-paced learning program supplemented with a weekly live online class to review the materials and answer any questions. Cost: $1,675

What''s Included?

?	Exam Only?	Self Study Text?	Self-Paced eLearning?	Virtual Classes
Candidate Handbook?	?*	*?	*?	*
?Exam Voucher	*?	*?	*?	*
?Access to Resources in IDFA Learning	?*	?*	*?	*
Divorce Financial Planning Textbook		*
Interactive eLearning Modules			*	*
Videos			*	*
Downloadable Templates and Job Aids			*	*
Links to External Resources			*	*
Quizzes			*	*
Discussion Boards			*	*
Practice Exam			*	*
Weekly Live Classes (10)				*

Visit our products page,

select the option that best suits you, and…

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If you have any questions, please REPLY to this email or give us a call at 800.875.1760.

Thank you again for creating an account with us. I look forward to helping you on your CDFA journey.

Sincerely,

Carol Lee Roberts, CFP®, CDFA®, CeFT® | President

o: 919-519-1899 | e: CLRoberts@institutedfa.com

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The Certitrek Group | 1005 Slater Road, Suite 101, Durham, NC 27703

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Only 1 Week Left for a Free Workshop

Have you made plans to attend the IDFA 2020 Virtual Conference?

Don''t wait - Register today!

Our 2020 conference will be out biggest event yet, with a conference agenda full of fresh speakers, engaging topics, and practical insights from experts in the field.

Join us October 5-9, 2020 at this can’t-miss event.

Register before September 30, 2020 and receive a free workshop registration. Use discount code SAVE50 at checkout.

The 2020 IDFA National Conference is the premier event for CDFA professionals and others in the divorce niche, featuring:

CE Credit: Fulfill Your 15-Hour CE Requirement

We know you’re busy, and finding time for continuing education can be difficult. That’s why we have structured our conference agenda to be a one-stop-shop for CE credit. By attending the full conference, you will complete your full 15-hour CDFA-CE requirement. We have received approval for 15 hours of CFP® Board continuing education(including two hours of CFP Ethics).

Conference Workshops: Maximize Your Experience

We are offering two conference workshops on October 6 and 8th. These 3-hour sessions will provide an in-depth educational experience on two topics our members often ask for additional training: Register before September 30 and get one workshop at no extra charge.

Use coupon code SAVE50 at checkout.

Keynote Speaker: Mary Beth Franklin

Social Security benefits represent one of the few guaranteed income sources that retirees can count on for life. Deciding when and how to claim Social Security benefits is one of the most critical decisions that retirees will ever make, but the rules are complicated. While there has been a growing appreciation in recent years of the value of delaying Social Security to maximize lifetime benefits, the COVID-19 pandemic and its devastating impact on the economy has prompted some Americans to rethink their previously planned Social Security strategy. Whether responding to job loss or market volatility concerns, claiming Social Security earlier than planned can resolve some immediate income needs.

Flexibility

Attend the sessions live or listen to the playbacks at your convenience. Attendees will have access to all conference sessions through 2020. No need to choose between breakout sessions.

Note: CFP Credit is only valid on live sessions.

All of the Conference: None of the Travel

Get the same great content you expect from an IDFA conference with no travel hassle and no travel expense.

If you have any questions, contact us by emailing info@InstituteDFA.com or calling 800.875.1760.

We hope to see you in October!

This email was sent by carolleeroberts@institutedfa.com to @

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The Certitrek Group | 1005 Slater Road, Suite 101, Durham, NC 27703

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Exclusive Thanksgiving Offer!

Implementation Impasse: Why Good Clients Don''t Follow Great Advice

Dr. Moira Somers

https://campaign-image.com/zohocampaigns/540015000083076006_zc_v94_1605824080924_istock_1262331907.jpg

Covid-19''s Impact on Social Security Claiming Decisions

Mary Beth Franklin

https://campaign-image.com/zohocampaigns/540015000083076006_zc_v94_1605824080728_istock_505650897.jpg

Shaping Change: How to Help Clients Actively Shape Life During and After Divorce.

Susan Bradley

We Are Inviting You to Take Advantage of a Special Offer!

Use discount code THANKS50 and receive both conference workshops at no additional charge.

Offer Expires 12/1/2020

https://campaign-image.com/zohocampaigns/540015000083076006_zc_v94_1605824080529_tim.jpg

Effectively Drafting QDRO''s and Like Orders to Divide Retirement Plans in Divorce

Timothy Voit

https://campaign-image.com/zohocampaigns/540015000083076006_zc_v94_1605824080442_bdafdcf5_4acf_43f2_b8bd_ef3bccd455e8.jpg

How To Kick Start Your

CDFA Practice

Nancy Hetrick

Save Now

Our mailing address is:

Would you like to change how you receive these emails?

Please update your preferences or unsubscribe from this mailing list.

This email was sent by carolleeroberts@institutedfa.com to @

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The Certitrek Group | 1005 Slater Road, Suite 101, Durham, NC 27703

Can''t read or see images? View this email in a browser

Hello Noah,

If you’re on the fence about becoming a Certified Divorce Financial Analyst (CDFA®) professional, we’d like to offer you a 10% discount on our program.

When you visit our products page, select your preferred certification option (Bundled or Exam Only), then enter coupon code VIP10 to save 10% off your purchase!

Now is the best time to get your certification and grow your client base. Take advantage of our 10% savings today!

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If you have any questions, please REPLY to this email or give us a call at 800.875.1760.

Sincerely,

Carol Lee Roberts, CFP®, CDFA®, CeFT® | President

o: 919-519-1899 | e: CLRoberts@institutedfa.com

This email was sent by marketing@institutedfa.com to @

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The Certitrek Group | 1005 Slater Road, Suite 101, Durham, NC 27703

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Note: Membership to this portal is Public. Once your account information has been submitted, you will be immediately granted access to the portal environment. All fields marked with a red asterik are required. (Note: Registration may take a few moments, please click "Register: only once.) How did you hear about this course

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