IDFA Continuing Education

In order to qualify for a 1-hour continuing education (CE) credit from IDFA, please watch the seminar below and complete the short quiz included after the video. Participants who score 70% or higher will obtain their CE credit and a representative from will contact you when this has been completed, if your score qualifies.

Program Overview

Did you know that over 50% of U.S. families are remarried? And that percentage is only going up. It is likely that many of your existing clients are a part of a blended family – as a spouse, partner, child or grandparent. By understanding what blended families need, you and your team can be the key to helping your clients become more confident about their financial plans. This presentation will guide you through the nuances of working with blended families in your role as a CDFA professional.

  • CE Hours: 1.00
  • Delivery Format: Self study
  • Level of Complexity: Beginner
Please include your email address above so we can send you the results of your quiz.

Want Laurie to speak at your event?

Laurie has spoken on the topic of blended family finances and innovations in financial services at meetings and conferences across the country and may be available to speak at your event.

Wealth Management

Driving the industry into the digital world and giving women greater opportunity to thrive in the new age of wealth management.


A fast, easy way to review fund performance rankings and receive up-to-date fund fact sheets for top-performing funds that offer an at-a-glance.

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