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FDRIO FDRP Val Application
This application is for the FDRIO Certified Specialist in Family and Estate Valuation.
You may be required to provide proof of the items required below at the discretion of FDRIO's certification committee.
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* Indicates required question
Email
*
Your email
Name
*
Your answer
Phone number
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Your answer
I am a member in good standing of FDRIO
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Yes
No
I am a member in good standing of the CBV Institute
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Yes
No
I have worked on no less than 50 family law cases
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Yes
No
I will be requested to provide a letter(s) of support as part of the application review process - a letter from a CBV or letters from two family law layers including separation/divorce or estate matters
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I understand
I have completed 3.5 hours of power imbalance and family violence or have registered to complete it in the next 6 months
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Yes
No
Required
I confirm that I hold the required insurance
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Yes
No
Required
The FDRIO Finance Certification Committee may meet with candidates to determine their competency as family financial professionals. In the event further assessment is required, Candidates may be asked to sign a Consent.
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I understand
Required
Your application will be reviewed once the application fee is confirmed as paid
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I understand
Required
Annual Requirements to retain designation: a) CLE 30 hours in three years; b) 3 hours of family violence or power dynamics programming every two years c) FDRIO and CICBV member in good standing c) Insurance d) Annual fee paid
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I understand
Required
A copy of your responses will be emailed to the address you provided.
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