Which of the following is NOT a role of a CDFA professional?

Prepare for the Certified Divorce Financial Analyst (CDFA) Certification Exam with flashcards and multiple choice questions. Each question offers insights and explanations. Ensure success on your exam!

The role of a Certified Divorce Financial Analyst (CDFA) primarily involves financial analysis and providing guidance to individuals going through the divorce process. This includes dividing property, evaluating insurance needs, and analyzing pensions and retirement plans to help clients understand the financial implications of their decisions.

Acting as an attorney is not within the scope of the CDFA profession. CDFAs do not provide legal representation or legal advice; instead, they work collaboratively with attorneys or clients, offering insights and financial strategies. This delineation allows CDFAs to focus on the financial aspects of divorce without overstepping the legal boundaries that are required for attorneys.

In contrast to the financial responsibilities that CDFAs undertake, engaging in legal practices is reserved for licensed attorneys. Therefore, recognizing the distinction between the roles of a CDFA and an attorney is crucial for anyone navigating the divorce process.

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