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CDFATM Practice Standards
Education
CDFATM professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course study approved by the IDFATM.
Examination
CDFATM practitioners must pass a four-part certification examination that tests their understanding and knowledge of the financial aspects of divorce. In addition, the practitioner must demonstrate the practical application of this knowledge in the divorce process.
Experience
CDFATM professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFATM certification mark.
Ethics
As a final step to certification, CDFATM practitioners agree to abide by a strict code of professional conduct known as the IDFATM 's Code of Ethics and professional responsibility that sets forth their ethical responsibilities to the public clients, employers and other professionals. The IDFATM may perform a background check during this process and each candidate for CDFATM certification must disclose any investigations or legal proceedings relating to his or her professional or business conduct.
Ongoing Certification Requirements
Once certified, CDFATM practitioners are required to maintain technical competence and fulfill ethical obligations. Every two years they must complete a minimum of twenty hours of continuing education, ten of which are specifically related to the field of divorce. In addition to the biennial continuing education requirement, all CDFATM practitioners must voluntarily disclose any public civil criminal or disciplinary actions that my have been taken against them during the past two years as part of the renewal process.
Securities offered through National Planning Corporation (NPC), Member FINRA/SIPC. Wealth Strategies Group and NPC are separate and unrelated companies.
Advisory Services offered through Wealth Strategies Advisory Group (WSAG).
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