Saturday, December 16

Monthly Archives: September, 2015

From the IARFC Chairman – Steve Bailey Election News – Both Boards! I try to keep most things simple but sometimes I need a score card readily within reach to be reminded of the players and on whose team they are playing. As you know, the IARFC has two Boards — the IARFC Board of Directors and the recently created MRFC Certification Board. Here are updates for both of them. In July, members voted for a replacement on the MRFC Board. Congratulations to newly elected Justin Martin who brings a wide range of financial knowledge with him. The MRFC Certification…

The IARFC has just released the fourth issue of the Journal of Personal Finance by Co-Editors Wade Pfau and Joe Tomlinson. The Fall Volume 14, Issue 2 contains six articles. Topics explored are: financial sophistication in retirement preparedness, subjective assessment of financial wellbeing, factors related to making investment mistakes in a down market, evaluation of four retirement spending models, simplifying RIA oversight and financial planning research needs. Contributors to this edition include: Kyoung Tae Kim, Ph.D., Sherman D. Hanna, Ph.D., Steven A. Sass, Ph.D., Anek Balbase, M.P.A., Thomas Cooperrider, Jorge D. Ramos-Mercado, Shan Lei, Ph.D., Rui Yao, Ph.D., CFP™, James…

The IARFC has available reasonably priced documents for use during your initial client engagement meeting.  The package includes 7 certificates to present to individual or business prospects when engaging them as potential clients: Code of Ethics – signed certificate that the consultant will abide with ethical principals Non Disclosure Commitment – signed agreement to insure client confidentiality and privacy Fee Schedule – sample fee schedule form Financial Plan Assurance – signed assurance to provide superior personal financial planning and service Financial Engagement Agreement – signed agreement engaging financial consultant and asking for the planning fee Financial Plan Acceptance – signed…