Velocity Lite

Instructor - Nancy Hetrick, CDFA®, MAFF®, AWMA®

Continuing Education (CE) Credit with the Institute of Divorce Analysts (IDFA®) – TBA

NEVER OFFERED BEFORE!

Welcome to Velocity Lite, for the Certified Divorce Financial Analyst (CDFA®) that just wants the nuts and bolts of doing the work! This self-paced journey is tailored for successful professionals who seek the essential knowledge of CDFA® work without the more in-depth leadership and personal development of the year-long program. You'll get the essential marketing tools along with the skills of a CDFA® that are NOT included in your testing curriculum! From rental properties to businesses to pension intricacies, this course gives you the skills you need to offer a client experience that will set you apart as the BEST in your market.

Don't miss this opportunity to advance your CDFA® journey with Velocity Lite!

The Velocity Lite Program includes the following 10 on-demand modules from our FULL Velocity Program:

  • Marketing Messages: Speak Your Clients' Language

  • Family Law Software Bootcamp

  • The Art of Converting to Wealth

  • Mastering the Role of the Financial Neutral

  • Navigating High Conflict Personalities

  • Diving Deep Into Retirement

  • The Small Business Deep Dive

  • The Real Estate Deep Dive

  • The Support Deep Dive

  • The Expert Witness Testimony

Plus...Two Bonus Modules and Private Community Access!

  • Executive Compensation

    Tools you'll need to evaluate and advise on RSUs and stock options.

  • Separate Property Tracing

    Learn to unwind pre-marital 401k accounts and trace separate property accurately.

  • Private Community

    Private community access to ask questions and interact with other members.

The Time is Now!

3 payments of $1666.00 = $5,000

Meet Your Instructor

Nancy Hetrick, CDFA®, MAFF®, AWMA®

Nancy Hetrick, the visionary founder of the Divorce Financial Planner Training Center and Smarter Divorce Solutions. With a wealth of experience as a financial advisor and planner since 1999, Nancy's passion for empowering individuals during challenging life transitions led her to establish the center in 2016. As a Certified Divorce Financial Analyst (CDFA®) and Master Analyst in Financial Forensics (MAFF™), she possesses extensive expertise in divorce financial planning.

Nancy's dedication to the field extends beyond her practice, as she strives to elevate the profession by offering top-notch continuing education to CDFA® holders worldwide.

Bev Banfield

Past Velocity Member

“I have found Velocity to be extremely worthwhile. Having a community of learners, all experiencing similar challenges with building a business has been invaluable. Training on technical topics as well as “mindset” topics offers a variety of education from which everyone can benefit. We all learn from the trainings and from each other.”

Jessica Simmons, CDFA®

Past Velocity Member

"I got my CDFA designation five years ago and honestly never did much with it. It became increasingly clear that developing a niche was imperative for growth in a market crowded with other financial advisors. The divorce work was what spoke to me most, but where to begin? Without the strategies, resources, and accountability provided through the Velocity program, I know I wouldn’t be working at this level to build my divorce practice. It gave me the drive I needed to push forward and the tools I needed to do it well."

Andy Gentile

Past Velocity Member

“WOW WOW WOW!!! Nancy’s plan works. We started to market to marriage counselors by sending them an initial letter with the IDFA brochure. The response has been overwhelming. I’ve done about 25 zoom meetings in the last 2 1/2 weeks. As Nancy told us, they will call you back!”