This course provides financial advisors with the skills to better support women navigating divorce, focusing on the personal and emotional side of financial change. The selected content blends insights from neuroscience, behavioral psychology, and transition theory, offering practical approaches for guiding clients through one of the most complex life events.

This series includes six, 90-minute Live Zoom sessions led by expert trainers in transition planning.

Comments from participants in the 2025 cohort:

“The training was most valuable, and I am using it in my practice—it has been amazing!”

“This short program exceeded my expectations. The concepts were immediately applicable.”

 “I walked away with tools I can use immediately with clients who are under stress.”

 “It respected the experience I already have while giving me new language and tools.”

“A great framework for helping clients sort through decisions during stressful transitions.”

“…very interesting… especially tailoring communication to the client’s desires.”

 The Net Promoter Score of the 2025 cohort was +82:  considered "world-class" or "excellent," indicating an exceptionally high level of customer loyalty and satisfaction. This score means the program has a very high percentage of "Promoters" (customers who gave a 9 or 10 rating) compared to "Detractors" (customers who gave a 0-6 rating), and the number of Passives (7-8 rating) is very low. 

2026 Live Virtual Zoom Dates (All times 1-2:30 ET):

Jan 8 & 22

Feb 5 & 19

March 5 & 19

Sessions will be recorded for those unable to attend live.  

Training includes:

• Written material.
• Knowledge sessions with experienced trainers.
• Interactive exercises with your peers.
• Live client experience assignments.
• Client-facing tools you can use right away.
• One individual coaching call with an expert FTI trainer to reinforce your learning and apply it to your practice.

Participants who complete the program will earn a Certificate in Divorce Transition Planning. 

Attending at least 4 live sessions is required to earn the certificate. CFP credit provided for sessions attended live.

 Key Topics Covered:

• Understanding Transition as a Process: Learn how life changes—like divorce—unfold over time and how each stage impacts decision-making, emotional capacity, and identity.
• Client Mindset, Stress, and Behavior: Explore how stress affects clients' ability to focus, process options, and make sound decisions. Advisors are trained to recognize common signs of emotional overwhelm and how to respond with compassion and strategy.
• Listening and Communication Skills: Learn deep listening techniques and how to adapt their communication to each client’s unique emotional state and style—critical when clients feel vulnerable or uncertain.
• Patterns of Struggle and Strength: Identify whether a client is thriving or struggling in their transition, using observable traits like focus, energy, clarity, and openness. This allows for timely, personalized interventions.
• Decision-Making in Times of Uncertainty: Help clients slow down, prioritize, and avoid impulsive decisions that can have long-term consequences, especially during emotionally charged moments.
• Rebuilding Identity and Direction: Help clients explore who they are becoming and what matters most to them going forward.

Outcome:
Advisors will walk away with a stronger understanding of how to serve clients experiencing divorce—not just through financial advice, but through grounded, human-centered guidance that acknowledges the emotional reality of transition.

For questions about the training, please email [email protected]

Note: while this training was developed for IDFA members who hold the CDFA designation, it is not required, and the training is equally valuable for CDFA and non-CDFA participants.