Course curriculum

  • 1

    CFL Training

    • MODULE 1 - INTRODUCTION

    • MODULE 2 – EFFECTIVELY REQUESTING, ORGANIZING, AND PRESENTING FINANCIAL INFORMATION

    • MODULE 2.1 – MORGAN STANLEY PRESENTATION – WEATHERING DIVORCE – UNDERSTANDING BROKERAGE STATEMENTS AND FINANCIAL INSTRUMENTS FOR LITIGATION

    • MODULE 3 – UNDERSTANDING INDIVIDUAL INCOME TAX RETURNS FOR USE IN LITIGATION

    • MODULE 4 - UNDERSTANDING BUSINESS INCOME TAX RETURNS FOR USE IN LITIGATION

    • MODULE 4.1 – ADVANTAGE PAYROLL PRESENTATION – UNDERSTANDING COMPENSATION AND PAYROLL DOCUMENTS – ADVICE FROM THE EXPERTS

    • MODULE 5 – INVESTMENT PRODUCT ANALYSIS

    • MODULE 6 - FINANCIAL ISSUES SPECIFIC TO DIVORCE LITIGATION

    • MODULE 6.1 – KLR PRESENTATION – UNDERSTANDING BUSINESS FINANCIAL STATEMENTS – HANDS ON INSTRUCTION FROM ONE OF THE NATION'S LEADING CPA AND CONSULTING FIRMS.

    • MODULE 7 – UNDERSTANDING BUSINESS VALUATION FOR FINANCIAL LITIGATION

    • Next Steps - Letter From National Leadership Committee

    • Additional Resources - Available for Download

    • CFL Evaluation Survey