Financial Neutral Membership Application

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Financial Neutral Membership Application

All Applicants Must: ¹

  • Have participated in at least three collaborative cases, including at least one as a team member. The other two may be as a team member or as an observer. The three cases may include pro-bono and modest means matters.
  • Have successfully completed a minimum of one 2-day Basic Interdisciplinary Collaborative Family Law Training Program.
  • Undergo an interview with the membership committee.
  • Be sponsored by two (2) TBACP members, one of which must be a member of the applicant’s profession, and neither of which may share the applicant’s employer.
  • Hold membership in the International Academy of Collaborative Professionals.
  • Complete the standardized membership application for their profession.
  • Complete at least (1) 30-hour approved mediation course, unless exempted by committee due to substantial experience.

 

Financial Neutral Applicants Must:

  • Hold a financial professional license or designation in good standing. A member must have the highest ethical standards in both their personal and professional lives.
  • Have a minimum of five (5) years of practice experience working with marital and family law cases within one of the following professions:
    • CFP –Certified Financial Planner and CDFA – Certified Divorce Financial Analyst
    • CPA – Certified Public Accountant
    • CA – Chartered Accountant
    • CMA – Certified Management Accountant
    • CGA – Certified General Accountant
    • ChFC – Chartered Financial Consultant
  • Reflect twenty hours (20) of accumulated continuing education in the financial fundamentals of divorce, giving the professional a basic understanding of family law, including:
    • Divorce procedures
    • Property- valuation and division
    • Pensions and retirement plans
    • Budgeting- income and expenses
    • Child and spousal support
    • Future income projections
    • Financial implications of different scenarios for settlement
    • Business valuation
    • Forensic accounting

 

¹ Meeting all of the membership criteria does not guarantee an invitation to membership in TBACP. Membership is selective and involves a confidential, discretionary, and non-appealable process.

 


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