What is a CDFA® pro?

What is a CDFA® pro?

A Certified Divorce Financial Analyst® (CDFA®) professional is someone who’s been certified by the Institute for Divorce Financial Analysts® (IDFA®) — the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce space. 

CDFA® pros are skilled at analyzing data and providing expertise on the financial side of divorce. They’ve met extensive training, exam, and continuing education requirements. You can learn more on the IDFA® website. 

What’s the difference between a CDFA® pro and a CFP® pro?

CDFA® pros and CFP® pros are both types of certified financial professionals. Whereas CFP® pros typically have broad expertise across all areas of financial planning, CDFA® pros specialize in divorce and may have a financial planning, accounting, and/or legal background. 

Ellevest’s all-women financial planning team includes both CDFA® pros and CFP® pros.

What kinds of questions can a CDFA® pro answer?

Here are some examples of questions a CDFA® pro can answer:

• What will the divorce process be like? 
• What are the tax considerations when dividing up assets? 
• How do I get child or spousal support?
• What will happen to my pension and/or retirement plan? 
• What financial resources are available to me?

How can I work with a CDFA® pro at Ellevest?

Right now, if you’re preparing for or going through a divorce, you can book a Consultation with a Divorce Pro. In this 30-minute call, a CDFA® pro on Ellevest’s all-women team will get to know you and your unique financial situation, answer your most pressing divorce finance questions, and recommend next steps personalized for you. 

If you’re already on the other side of divorce and need financial planning support, you can work with one of our CFP® pros through our package: Comprehensive Planning Post-Divorce. 

Start with a complimentary call with one of our CFP® pros to learn more and get help understanding which session is best for you.

Ellevest clients get a discount on all 1:1 financial planning. If you're curious about your discount, check out this FAQ.