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CFP Board Guide Exposes Divorce Expertise Gap for Financial Planners

2025-10-22T11:52:41-05:00

DURHAM, N.C., Oct. 16, 2025 -- CFP Board's newly released "Divorce Guide: Navigating Divorce and Other Conflicts With Married Clients" is putting focus on one of the profession's toughest blind spots: helping clients navigate divorce without crossing ethical or fiduciary lines. The guide clarifies how CFP® professionals must recognize, disclose, and manage conflicts that arise when advising married or divorcing clients. It directs planners to limit or terminate engagements when duties to one spouse become adverse to the other, and to avoid giving advice that could influence divorce proceedings. The message is clear: financial planners can no longer improvise when working [...]

CFP Board Guide Exposes Divorce Expertise Gap for Financial Planners2025-10-22T11:52:41-05:00

IDFA Announces CDFA Connect 2026: A New Regional Event Series Begins March 20

2025-09-04T07:38:07-05:00

One-day regional events to feature live-streaming, expert-led sessions, and real-world case analysis for Certified Divorce Financial Analyst® professionals.   CHARLESTON, S.C. — September 1, 2025 — The Institute for Divorce Financial Analysts (IDFA®) has announced the official launch of CDFA Connect 2026, a regional, one-day networking and professional development event for Certified Divorce Financial Analyst® (CDFA®) professionals and related financial planning and legal experts. The conference will take place on March 20, 2026, at the Hyatt House Charleston / Historic District in Charleston, South Carolina, with both in-person and live-stream options available. Designed to bring cutting-edge content and unmatched networking closer [...]

IDFA Announces CDFA Connect 2026: A New Regional Event Series Begins March 202025-09-04T07:38:07-05:00

IDFA Announces 2025 Board of Advisors

2025-02-07T19:52:22-05:00

Durham, NC – [January 16, 2025] – The Institute for Divorce Financial Analysts® (IDFA®), the nation’s leading organization for advancing financial expertise in divorce, is proud to introduce the IDFA 2025 Board of Advisors. This distinguished group of Certified Divorce Financial Analysts® (CDFA®) and financial professionals brings a wealth of experience and a shared commitment to supporting IDFA’s mission of promoting excellence in divorce financial planning. The Board of Advisors plays a critical role in shaping the strategic goals of IDFA, ensuring certification standards, and driving innovation in the field. Their responsibilities include establishing and reviewing certification requirements, overseeing exam development, and guiding the annual conference. [...]

IDFA Announces 2025 Board of Advisors2025-02-07T19:52:22-05:00

New Program Enhances Public Awareness and Advocacy for Divorce Financial Planning

2025-02-05T19:46:47-05:00

DURHAM, N.C., Jan. 14, 2025 -- The Institute for Divorce Financial Analysts (IDFA) is proud to announce the launch of its CDFA® Ambassadors Program, designed to further strengthen the impact of Certified Divorce Financial Analysts (CDFA®) in local communities nationwide. The CDFA Ambassadors serve as key representatives of the CDFA® certification, helping to raise awareness of the critical role that financial professionals play in the divorce process. By offering their expertise and guidance, they empower individuals to make informed decisions about their financial futures. Ambassadors are selected based on their leadership abilities, dedication to consumer advocacy, and alignment with the IDFA's mission to educate and assist the public. [...]

New Program Enhances Public Awareness and Advocacy for Divorce Financial Planning2025-02-05T19:46:47-05:00

IDFA Welcomes Kristen Shearin as New Director of Education

2025-01-21T08:45:50-05:00

A Passionate Educator with Extensive Experience Joins the Institute for  Divorce Financial Analysts® Durham, NC – [January 6, 2025] – The Institute for Divorce Financial Analysts (IDFA®) is excited to announce the appointment of Kristen Shearin as the organization’s new Director of Education. Kristen’s proven expertise in educational leadership and her commitment to fostering professional growth aligns perfectly with IDFA’s mission of empowering financial professionals in the divorce planning process. Kristen’s career is marked by achievements in curriculum development, training program management, and innovative educational strategies. With her extensive background, she brings a fresh perspective to IDFA’s educational initiatives aimed at [...]

IDFA Welcomes Kristen Shearin as New Director of Education2025-01-21T08:45:50-05:00

Hundreds of Financial Professionals to Gather at IDFA 2024 National Conference in Nashville

2024-04-15T11:07:17-05:00

NASHVILLE, Tenn. , April 15, 2024  -- The Institute for Divorce Financial Analysts (IDFA) will hold its annual National Conference May 6-8, 2024, at the Sheraton Music City Hotel in Nashville, Tennessee. "This year's conference offers a comprehensive program designed to address the intricate financial issues of divorce," says Carol Lee Roberts, IDFA President. "Attendees will gain valuable insights from industry leaders on a broad range of topics, develop their skills through interactive sessions, and connect with hundreds of colleagues from across the country." A Deep Dive The IDFA 2024 National Conference agenda features presentations and workshops led by top experts, [...]

Hundreds of Financial Professionals to Gather at IDFA 2024 National Conference in Nashville2024-04-15T11:07:17-05:00

Certitrek Group is a workforce training organization on a mission to promote educational equality and facilitate professional development opportunities for companies and individuals ready to expand their skill set, improve their systems, and build a brighter future through knowledge.

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Amber Pate

Chief Operations Officer at Certitrek

Amber Pate is the Chief Operations Officer at Certitrek. She is setting the company’s vision and strategy and leading our incredibly talented team to make the vision become a reality. Her values include integrity, adaptability, resilience, and collaboration, emphasizing open communication for trust and success. Amber embraces change and innovation, fostering a culture of continuous learning and creative problem-solving. She believes in surrounding herself with passionate individuals to achieve greatness, aiming to empower individuals and organizations for modern workplace success through industry-relevant certifications and growth-focused learning environments.

When not immersed in work, she finds joy in exploring the world and experiencing new cultures. Traveling is more than just a hobby—it’s an opportunity to broaden her horizons, gain a deeper understanding of different traditions, and create lasting memories. She thrives on the excitement of discovering new destinations and immersing herself in unique experiences.

Above all, Amber is a proud parent and her son’s biggest cheerleader. There is nothing she loves more than supporting her child’s endeavors, whether it be academics, sports, or personal achievements. Being there to witness growth and accomplishments brings her a sense of fulfillment and pride. In addition to family and travel, she is an avid dog lover. The bond between humans and animals holds a special place in her heart. Whether it’s playing fetch in the park or simply enjoying a peaceful walk together, she cherishes the companionship and unconditional love that dogs bring into her life.

Gene Wyles

Director of Sales at Certitrek

Gene Wyles is the Director of Sales at Certitrek, where he plays a pivotal role in driving the company’s revenue growth initiatives. With a wealth of experience and expertise in sales, Gene leads and supports various initiatives aimed at expanding Certitrek’s market presence and success. His responsibilities extend beyond merely achieving sales targets; he is committed to nurturing and developing Certitrek’s sales professionals, ensuring they are equipped to excel in their roles and contribute to the company’s overall mission.

Gene’s career is deeply rooted in his values, which include the belief that one’s thoughts shape their reality. He emphasizes the importance of maintaining a positive mindset, even in challenging situations, and sees grit as a more valuable asset than innate talent. His career philosophy centers on the idea that meaningful goals require active pursuit and a touch of audacity. Gene’s commitment to these principles is evident in his dedication to Certitrek’s mission – to ensure that all sales personnel are well-informed, trained, and led in perfect alignment with Certitrek’s goals and expectations.

Beyond the office, Gene is a devoted family man. He values quality time spent with loved ones and cherishes weekends with outdoor adventures such as camping, hiking, and mountain biking. Gene’s passion for exploration extends to the craft brewery scene, where he enjoys discovering new flavors and experiences along the way. His well-rounded approach to life reflects the dedication and enthusiasm he brings to his role as Director of Sales at Certitrek.

Ashwani Dudeja

Finance Controller at Certitrek

Ashwani Dudeja is a seasoned finance professional with over 18 years of experience, currently serving as the Finance Controller at Certitrek Group. In this pivotal role, he exhibits a proactive and result-oriented approach, overseeing all facets of accounting and finance management within the organization.

His responsibilities include formulating budgets, implementing efficient systems and procedures, conducting in-depth analysis, and generating key reports to exercise financial control and enhance overall operational efficiency. Ashwani’s expertise lies in applying complex accounting concepts to various scenarios, demonstrating a comprehensive understanding of financial intricacies.

As a leader, he greatly emphasizes nurturing talent within his team, providing effective counseling, training, coaching, and mentoring to help team members reach their full potential. Ashwani also diligently monitors key performance indicators, operational metrics, strategic initiatives, risk scenarios, and business plans to drive the finance department’s success.
His unwavering values define Ashwani Dudeja’s career. He is known for his courage, honesty, and strong sense of teamwork. His courage propels him forward for the company’s benefit and yields superior results, giving him the confidence to navigate challenging situations with integrity. His belief in the collective efforts of a team informs his collaborative approach to work.

At Certitrek, Ashwani’s mission is to lead his company in consistently producing high-quality results. Beyond his professional life, he is a dedicated family man who cherishes his role in the household. He’s also an avid traveler, sports enthusiast, and fitness freak, embracing a well-rounded and active lifestyle outside of work.

Prashant Upadhyaya

CEO of Certitrek

Prashant Upadhyaya, currently serving as the CEO of Certitrek, is a visionary leader with a clear focus on driving the company’s success. In his role, he is responsible for achieving Certitrek’s budgeted Topline and EBITDA goals, a testament to his strategic insight and financial expertise.

Prashant’s leadership extends beyond financial targets; he is deeply committed to the company’s long-term growth. His strategic planning and execution skills shape Certitrek’s future trajectory. Furthermore, he strongly emphasizes mentorship and coaching for the senior management team, fostering a culture of professional development and excellence. Prashant is known for his knack for goal setting and alignment, ensuring that the executive team and the various company divisions work cohesively toward a common purpose. His cash and resource management skills are integral to Certitrek’s financial stability.

Prashant’s career is guided by a set of values that reflect his character and approach to leadership. He firmly believes in the concept of Servant Leadership, emphasizing the importance of having his team’s back, knowing they will reciprocate. He’s not one to shy away from getting his hands dirty, valuing practical work over titles. He adheres to hiring people more intelligent than himself and recognizing the power of a talented and diverse team.

At Certitrek, Prashant’s mission is crystal clear: drive 4x growth in the next 5 years. His ambitious goal will set a clear path for the organization’s growth and prosperity.

Outside of work, he enjoys quality time with his family and has a passion for sports, often indulging in watching games. His love for physical activity knows no bounds, with a particular enthusiasm for running and strength training, demonstrating his commitment to a balanced and active lifestyle.

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