Saturday, April 21

Effective immediately, requirements for the RFA® and the RFC® designations have been updated. These changes involve the areas of experience and the amount of continuing education mandatory to maintain the Association designations. For the Registered Financial Consultant (RFC®), the experience requirement has been modified to 3 years of experience in the field of financial planning or financial services. This is an adjustment from the 4 year requirement. For the Registered Financial Associate (RFA®), offered to recent graduates of an approved academic curriculum in financial services or new financial professionals, they can join with less than 3 years of experience in…

Those who are attending the 2018 IARFC Biltmore Conference will have the opportunity to hear Author Ric Edelman, RFC® expand on topics from his latest book – “The Truth About Your Future”. According to the Book Review, you will learn: Why you’re likely to live much longer, and enjoy good health much longer than you realize – and the impact on your financial future; How you must alter your plans to shift from the familiar linear lifeline (school-job-retirement-death)to the new cyclical lifeline; The importance of Career Planning – even if you’re in your 50s or 60s – and how to…

The International Association of Registered Financial Consultants (IARFC) recently voted on officer positions for the current Board of Directors. These members assume their position of President and Treasurer immediately, thus joining the other officers as part of the IARFC Executive Board – leading the way for Association advancement and improvement. Re-elected as President is Peter J. D’Arruda, MRFC. He is the president and founding principal of his own firm – Capital Financial Advisory Group with 25 years as an investment advisor and fiduciary. Known as “Coach Pete” to most of his clients and radio show listeners, he will continue his…

Starting with the Fall issue of 2018, the new editor of the Journal of Personal Finance is Benjamin Cummings, Ph.D., CFP®, RFC®. He succeeds editors Wade D. Pfau, Ph.D., CFA, RFC® and Walt Woerheide, Ph.D., ChFC®, CFP®, MRFC who have successfully provided the Association with insightful academic research on pertinent financial issues. Dr. Cummings areas of expertise include Charitable Giving, Education Planning Issues, Estate Planning, Financial Planning, Financial Planning Software & Technology, Individual Income Tax Planning, Life Insurance Planning, Life Insurance Practices, Portfolio Management, and Retirement Planning. Currently he is the Associate Professor of Behavioral Finance at The American College…