Friday, December 15

Monthly Archives: September, 2014

If you have read the Register in the past year or two, you know that the IARFC has been proceeding down the Path to Accreditation. You’ve heard about the behind the scenes work the IARFC is doing in order to reach the goal. The question we keep hearing from members is “WHY?” Why is the IARFC seeking accreditation. Why now, when the IARFC is in its 30th year, after having weathered the storm for so long. These are questions that Amy Primeau, Domestic Membership for IARFC posed in her article in the September/October Register. To understand why the IARFC is…

This Fall brings a new issue of the Journal of Personal Finance. It is the first Journal produced by our new co-editors Wade D. Pfau, Ph.D., CFA, RFC® and Joseph A. Tomlinson, FSA, CFP™, RFC®. This Volume 13 Issue 2 covers a variety of financial planning topics ranging from traditional survey research studies to articles in new groundbreaking areas such a optimization techniques for financial planning and neuroscience applications. According to Dr. Pfau, “The lead article by Gordon Irlam on connecting retirement asset allocation to age and funded status has already drawn the interest from one Nobel laureate interested in…

Update September 2014… Our first invites went out for the 2015 IARFC National Plan Competition. This time we are holding the finals in the Motor Speedway City of Charlotte, NC. We are happy to report that 112 students from 11 different Universities have responded so far and we still have six weeks of registration to go. Great news in that the majority of the Universities interested are new. All in all it is a good showing for the first call for participants. And sponsorship is doing well amongst the membership. If you wish to become a sponsor, please go to…