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Two-Day Introductory Interdisciplinary Team Collaborative Practice Training

Topic

General Principles of Financial Planning

Program ID

233132

Hours

13

Format

Live

Complexity

Intermediate

Description

This two-day introductory course is designed for professionals new to Collaborative Divorce, as well as for those previously trained. This comprehensive training will introduce participants to the theories, practices, and skills needed to begin a collaborative practice. The workshop will also be helpful to those who are seeking a review to reinforce and enhance their skills as a Collaborative Divorce Professional. Additionally, this course will address the contributions and interplay of professionals (e.g., financial planners) in an interdisciplinary collaborative team.

Learning Objectives

At the conclusion of this training, participants will be able to: 1. Identify and describe basic family law concepts such as spousal support, child support, community property, separate property, child custody, and child visitation. 2. Distinguish between the roles and functions of each Collaborative professional team member – Attorneys, financial specialists, coaches, and child specialists. 3. Define the interdisciplinary team model (roles, boundaries, ethics, and challenges). 4. Recognize the importance of maintaining a neutral, facilitative and educational approach as the neutral financial specialist. 5. Explain to clients the unique value that each professional from the three disciplines bring to their Collaborative Divorce team, and their pivotal role in facilitating cost-effective outcomes and durable agreements. 6. Demonstrate the necessary skills to support their clients, and each professional team member, and to develop options that are both individually and family-centric interest-based. 7. Prepare clients to become agreement-ready from their first interaction with each professional. 8. Apply specific preventions and interventions for managing impasse. 9. Provide neutral facilitation on financial issues. Perform data gathering and report development by the neutral financial specialist. 10. Assist clients and attorneys in determining the best financial options and understanding the current and future financial impact of each option. 11. Classify and prioritize the financial concerns, goals, and hopes of each client.