Course information

Approved for 3.5 CDFA & CFP CE Credits

Transform your expertise into a powerful revenue enhancer with the Certified QDRO Specialist (CQS) designation. Whether you’re incorporating QDRO services into your existing practice or pursuing it full-time for attorney clients, this session will show you how to become an invaluable asset in the world of divorce and retirement benefit division.

What You’ll Learn:

1. Mastering QDROs: Dive into the essentials of Qualified Domestic Relations Orders (QDROs) with a comprehensive four-module certification program, covering everything from their history to expert-level drafting techniques.
2. Reducing Liability: Learn strategies to minimize liability for both you and the attorneys who retain you, whether you prepare QDROs directly or consult on their review.
3. Strategic Guidance for Clients: Discover how to guide clients on key decisions, like whether to divide a retirement plan by QDRO or use offsets to achieve optimal outcomes.
4. Settlement Agreements and Expert Testimony: Gain critical insights into the importance of settlement language and how to provide compelling expert witness testimony.
5. Expanding Your Expertise: From private-sector retirement plans to federal and military pensions, position yourself as a genuine court-recognized expert on QDROs.

This program not only enhances your ability to draft and analyze QDROs but also opens doors to lucrative opportunities, such as being retained for QDRO malpractice cases or damage computations. Join this session to see how the CQS designation can set your practice apart and boost your value to attorneys and clients alike.