Certified Divorce Financial Analyst (CDFA) Practice Exam 2025 – Complete All-in-One Guide to Certification Success!

The first step in direct examination as a CDFA witness is to explain the nature and scope of the assignment. This initial step is essential because it sets the context for the testimony that follows. By clearly outlining the purpose of the analysis and the specific areas addressed, the witness can establish credibility and help the judge or jury understand the relevance of the information being presented.

This foundational explanation helps frame the understanding of the financial implications related to the divorce case and provides a roadmap for the audience regarding what to expect in the testimony. It ensures that any subsequent details about methodologies, procedures, and results have a clear basis linked to the scope of the assignment, making the testimony more impactful and easier to follow.

Focusing solely on summarizing work or discussing procedures too early can lead to confusion if the audience is not clear about what exactly they are reviewing. Similarly, admission of exhibits should come after the context is thoroughly established to ensure the exhibits are understood and interpreted correctly.