The Accredited Domestic Partnership AdvisorSM, or ADPA® program, is the only designation program of its kind that prepares financial professionals to address the unique planning needs specific to unmarried, coupled persons. You’ll gain an understanding of how planning differences for domestic partners compared to legally married couples manifest themselves in the individual domains of financial planning. Your skills, augmented with knowledge from this up-to-date program, will help you analyze and evaluate alternative planning techniques pertaining to wealth transfers, federal taxation laws, retirement laws and benefits, and planning for end-of-life needs.
This program is ideal for advisors looking to augment their skills and knowledge to make appropriate recommendations to benefit clients in domestic partnerships and help compensate for the adverse effects of financial laws or benefits that are either unavailable or provide less protection to them. It is also beneficial for accountants and attorneys who provide tax and legal services for persons in domestic partnerships.
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