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Amy J Wolff, CDFA™, CFP®
(Financial Professional)
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I am a certified financial planning practioner and a certified divorce financial analyst and have 18 years of experience in the finance industry. I specialize in helping individuals who are going through change in their lives to make good financial decisions, by providing education, simplifying complex financial issues, and building confidence to make decisions in the future.
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| Professional Activities |
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Member, Financial Planners Association of MN
Member, The Institute for Divorce Financial Analysts
Member, National Association of Women Business Owners
Board Member, International Association of Collaborative Professionals
Co-Chair, International Public Education Committee, IACP
Board Member, Co-President, Minnesota's Collaborative Law Institute, 2005-2007
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| Professional Licenses |
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CFP
CDFA
MN Insurance License #IN-20001775
NASD Series 7
NASD Series 24
NASD Series 63
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| General Comments |
| No response provided. |
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
| Bachelor of Science - Business, University of MN, Carlson School of Management, 1992 |
| Post-graduate Education |
Certified Financial Planners Program, College of Financial Plannning, 1995
Certified Divorce Financial Analyst Program, The Institute for Divorce Financial Analysts, 2002
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| Professional Education |
| No response provided. |
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2003 |
Intermediate Interdisciplinary Training |
IACP Vancouver trainers |
7 |
| 2004 |
Advanced Collaborative Law Training |
Chip Rose |
12 |
| 2004 |
Basic Collaborative Law Training |
MN CLI Annual Meeting |
2 |
| 2004 |
Intermediate Interdisciplinary Training |
IACP Boston trainers |
8 |
| 2004 |
Basic Interdisciplinary Training |
Tonda Mattie & Others |
6 |
| 2005 |
Advanced Collaborative Law Training |
Chip Rose |
6 |
| 2005 |
Intermediate Interdisciplinary Training |
Chip Rose Replay |
6 |
| 2006 |
Mediation Training |
Chris Leick |
12 |
| 2006 |
Basic Interdisciplinary Training |
I was instructor |
2 |
| 2006 |
Advanced Interdisciplinary Training |
Susan Gamache |
12 |
| 2006 |
Basic Interdisciplinary Training |
I was instructor |
3 |
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** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
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