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Join the Association of Divorce Financial Planners

Mission Statement

The 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 profession

To 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

ADFP Application.pdf

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, CFPŪ, 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 Benefits

Continuing Education: ADFP programs include the annual conference and regional and local meetings; offering members high quality continuing education credits for CDFATMs, CFPŪs 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.com, 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 (800-270-1886).

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. Past discounts have included divorce software and MatLaw Ultimate Update continuing education programs. Currently, members are able to purchase individual listings on DivorceSource.com at half price.

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.

Divorce Financial Planning - How You Benefit - Privacy Notice

The ADFP does not endorse, support or recommend specific members. It is your responsibility to carefully research, interview and identify competent and trustworthy professionals before you hire one. All ADFP members are independent practitioners and most are certified, licensed and/or approved by a recognized Board, Agency or State Licensing Authority. This information is provided to the ADFP by each member annually and the ADFP does not validate member credentials. You should verify such credentials with the appropriate granting authorities, including but not limited to public, private, and state licensing boards. As independent practitioners, each member maintains his/her own fee schedule, business practice, location, and credentials. Practitioners listed on this website are current, paid-in-full ADFP members, in good standing. If a divorce practitioner is not listed on this website, please contact the ADFP directly to confirm his/her membership in the ADFP at 1-800-270-1886 or by contacting the president directly.
Because of the possible unanticipated changes in governing statutes and case law relating to the application of the information contained on this website, the authors and creators and any and all persons or entities involved in any way in preparation of the website disclaim all responsibility for the legal effects or consequences of the interpretation of the information provided. Individuals intending to use divorceandfinance.com as an information resource should seek advice from family law professionals and experts. This website was not created and made available with the intention that it be used to procure aid in any legal matters in any jurisdiction.

Đ Copyright 2007, All Rights Reserved, Association of Divorce Financial Planners, Inc.
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