Membership Application – Financial Neutral

    Degrees held & college/university:

    Collaborative divorce law training

    Your business name, address and phone number will be published on CCDP website (https://charlottecollaborativedivorce.com) but not your email address (that is for sharing of information among members only). You will be forwarded any emails that originate from your profile page on the CCDP website.

    ANNUAL DUES: $250.00

    PLEDGE

    I hereby apply for membership in the Charlotte Collaborative Divorce Professionals (“the Group”) and request that my name be included in the Group’s List of Collaborative Professionals.

    As a condition of continued membership, I certify that I will:

    • Support the mission of the Group and the goals of collaborative practice, including, but not limited to: promote the resolution of conflicts outside of litigation through the collaborative team process; educate members, the profession and the community about collaborative law, and train professionals in the process.

    • Comply with all rules, protocols and procedures of the Group as developed from time to time.

    • Comply with the terms of every stipulation and agreement that I sign in the Collaborative Process.

    • Not promote or market financial products or services to the client while he/she is in the divorce process - as required by the ethics to be a CDFA. In addition, through industry licensure and/or designation, fully comply with the ethical standards of being a full fiduciary operating in the best interest of the clients. I understand that this may at times disqualify me from handling a case’s needs (e.g. lacking core competency, conflict of interest, lack of liability coverage, etc.) and that I will have to disengage or introduce another financial professional to help with the disqualifying aspect of the case.

    • Devote a substantial portion of my financial practice to “divorce practice.”

    • Either have my divorce practice established as a separate business entity from other practices (e.g. accounting, financial advisory) or have all divorce-related compensation abide by the same manner a separate business entity would operate.

    • Any product and/or investment advisory commissions and fees comprise zero compensation and I will not solicit to sell investment services or products to the clients of a collaborative case during the case.

    • Participate in a mentoring program with existing Financial Neutral members of the Group, as directed by the Executive Board.

    • Attend at least 50% of the Group meetings per year. If unforeseen circumstances prevent attendance at 50% of meetings, then I must perform 2 hours of time in committee work (e.g., websites, membership, program committee, publications/media), membership tasks approved by the Executive Board, or speaking engagements related to the Group’s mission.

    • Timely pay annual Group membership dues.