FMN Plus-2023/Dec, Seg 5 - Financial Advisor's Role in Divorce & Wealth Protection
Divorce can produce significant financial and emotional challenges for all parties involved. In this segment, Lili Vasileff, of Wealth Protection Management, discusses the key financial issues in divorce, including child support, alimony, and property division. She shares some stories from her experiences working with clients, highlighting the emotional and financial challenges they face, and emphasizes the skills and training required to be a successful divorce financial planner.
Learning Objectives:
• Identify the role of a divorce financial planner, including tasks such as discovery and organization of financial information, financial projections, and asset tracing
• Recognize post-divorce tasks and responsibilities, such as implementing asset transfers & creating new budgets
• Distinguish the financial issues to be resolved in divorce, such as child support, alimony, and property division
• Recognize the possibility of hidden assets and the need for forensic analysis
Prerequisites/Advanced Preparation:
None
Details
Course Code
:
FMN1540-FM
Release Date
:
12/08/2023
|
Expire Date
:
07/13/2025
|
Credits
:
|
Length
:
1hr 40min
|
Course Level
:
Update
|
Course Type
:
QAS Self-Study
|
Passing Grade
:
100%
|
Format Type
:
eLearning
Mobile Compatible
|
Field Of Study
:
Management Services
|
|
Theme
:
Personal Financial Planning
|