Divorce Guide: Navigating Divorce and Other Conflicts With Married Clients

Working with a CFP® professional is often the first step couples take in building their financial future together. However, a CFP® professional must be prepared for the potential for conflicts of interest to arise between the spouses during the engagement, including divorce. CFP Board designed this guide to help CFP® professionals recognize, fully disclose and properly manage Conflicts of Interest that arise in marital Financial Planning Engagements — particularly those related to divorce.

This guide — with tools such as a checklist, glossary and decision tree — provides a CFP® professional with practical guidance to navigate marital conflicts, including:

• How to prepare for a potential divorce or other marital conflict at the outset of an engagement;
• The potential sources of conflict during a marriage, including Separate Property; and
• Steps to take after learning that clients intend to divorce.

Download the Guide