Saturday, December 16

Monthly Archives: November, 2016

The IARFC is seeking nominations to fill four Board positions for 2017. The IARFC Board is considered “The Face” of the Association to its members, other financial professionals and the general public. The term of service for a Board Director is defined as three years with a two term limit. Each Director is expected to contribute actively to the operation and growth of the Association and shall participate in committees and programs that promote the Mission of the Association. Only IARFC members who possess and RFC® or RFA® designation and are in good standing may serve on the Board of…

Are You Ethically Approved? While we, as financial professionals may overlook the simplicity of the question – it is not our perspective that counts. It is what your prospects and Add Media your clients want to know most. To reassure these stakeholders, we developed a conscientious program that backs your RFC® designation with a clean history and record. Starting in September, we began scrutinizing member renewals and awarding our Ethical Seal of Approval to those meeting our criteria. How is this endorsement helpful to you as an RFC®? It is one more arrow in your quiver as you target your…

An easy-to-understand visual to hand out to your clients! The IARFC has a new trifold brochure Explaining the Financial Planning Process that clarifies expectations and sets a roadmap to financial success.  It is directed to the consumer, written in an easy-to-understand, organized manner. The brochure defines: Reason to use a process Benefits Steps to follow Financial areas The information is adaptable to any practice.  It is generic, yet specific enough to guide the consumer through the essence of Financial Planning. You can order the IARFC Brochure #SG107 at www.iarfc.org/store.