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Mission StatementThe mission of the Association of Divorce Financial Planners is:
• To heighten awareness of the benefits of divorce financial planning so that it will become an integral part of the divorce process
• To bring knowledgeable and trustworthy personal financial planners to this professionTo accomplish this mission, the Association of Divorce Financial Planners will:
• Provide for professional continuing education of our members
• Establish engagement standards
• Hold members to a strict Code of Ethics & Professional Responsibility
• Promote communication, networking and peer review
• Market and promote services and expertise through the ADFP website, speaking opportunities to the public and divorce professionals, public relations and other appropriate means
Membership Criteria
Any individual demonstrating a professional interest in Divorce Financial Planning is eligible to apply for membership in the Association of Divorce Financial Planners. Applicants must certify that they meet the following membership requirements:
• a baccalaureate or graduate degree with a strong emphasis on subjects relating to economics, accounting, business, law, taxation, and finance, or
• one of the following degrees or professional designations: CFA, CFP®, ChFC, CLU, CPA, EA, JD, LLB, CDFATM or
• at least three (3) years experience in financial consulting, matrimonial law, divorce mediation, collaborative law, actuarial analysis, forensic accounting, banking, business/career asset valuation, family therapy, divorce coaching, real estate or personal property appraisal or any other allied profession, and
• a general knowledge of taxation and tax law, and
• a clean record of business integrity, with no suspensions or revocations of any professional licenses, and
• register individually as investment advisors with the appropriate regulatory authority or authorities, where required by state or Federal law, and
• a minimum of 15 hours per year of professional continuing education, of which at least 4 hours must be met through attending ADFP meetings
• agreement to abide by the ADFP Code of Ethics and Professional Responsibility, and
• actively participate in the Association of Divorce Financial Planners.Membership BenefitsContinuing Education: ADFP programs include the annual conference and regional and local meetings; offering members high quality continuing education credits for CDFATMs, CFP®s and mediators and CLEs for attorneys in CT and NY. Programs are often free or discounted for members.
Consumer Referral Program: Members are included in and have access to the ADFP membership directory and website, www.divorceandfinance.org, which is further linked to other premier divorce-related websites. Each member has his or her own web page. The public can search the website geographically and obtain referrals through a toll free telephone number (888-838-7773).
Marketing and Public Relations: Opportunity for members to participate locally or regionally in public relations and marketing programs sponsored by the ADFP and participate in marketing efforts at meetings through utilization of the ADFP marketing booth. Members also benefit indirectly from these programs, which heighten awareness of the ADFP and the benefits of divorce financial planning. Members may purchase ADFP brochures at reasonable cost for self-promotion or publicity purposes.
Member-Only Network: Members have the opportunity to participate in ADFP negotiated discounts. Currently, members can purchase individual listings on DivorceSource.com at half price, receive two (2) free months for an annual subscription on DivorceNet and receive a $25 discount on the MatLaw 2009 Equitable Distribution program.
Networking: Members have easy access to other divorce financial planners to share practice management and marketing expertise and obtain assistance with difficult cases through continuing education meetings and the ADFP listserv. Members also have opportunities to network with local allied divorce professionals, who may be members, speakers or attendees at ADFP meetings and events.
Certificate: Members receive a membership certificate suitable for framing.
Practice Standards: The ADFP is committed to bringing knowledgeable and trustworthy personal financial planners to the profession and lends credibility to members by requiring members to adhere to a strict Code of Ethics and Professional Responsibility.
Quarterly Newsletter: ADFP News, the ADFP quarterly electronic newsletter contains helpful tips, the latest information about our profession, upcoming events and other organization news. Members are welcome to submit articles for publication consideration to ADFP News. ADFP News is circulated widely to both members and affiliated divorce professionals.