CDFA professionals can serve as neutral mediators while respecting legal boundaries
Certified Divorce Financial Analyst (CDFA) professionals often act as neutral third-party mediators to help couples reach fair financial settlements during separation or divorce. Many are trained in both mediation and collaborative divorce processes, offering valuable expertise in:
- Financial analysis and planning during separation
- Collaborative dispute resolution
- Mediation of financial settlements
- Draft preparation for separation agreements
However, it’s important to note that unless they are also licensed lawyers, CDFA professionals cannot provide legal advice as per Institute for Divorce Financial Analysts (IDFA) guidelines. Their role focuses specifically on financial analysis, education, and mediation support within their certified scope of practice.