Friday, October 23

2020 Fall Issue – Volume 19 Issue 2 The 2020 Fall Issue of the Journal of Personal Finance (JPF) is now available from the International Association of Registered Financial Consultants (IARFC®). The techniques, strategies and research contained in this academic journal are intended to support financial literacy whether it be directed to consumers, educators, or professional financial consultants. The Fall issue of the Journal of Personal Finance presents intriguing research covering a wide array of topics. Articles included in the 2020 edition, Volume 19, Issue 2 are:• Does Working with a Financial Advisor Reduce Financial Anxiety and Increase Investment Confidence?•…

The International Association of Registered Financial Consultants (IARFC®) announces a Strategic Partnership with Advisor Controls for its Retirement Plan Simulator (RPS) – an easy to use solution for understanding and advancing clients’ retirement income stories. Members will receive a benefit offering of $20 off per month of their subscription fees. In just minutes consultants can input data and walk their client through the retirement planning process using their Retirement Plan Simulator, engaging clients in every step of the way through setting retirement goals, presenting portfolio strengths, reviewing proposals, and running simulations. Many of today’s tools are inefficient, failing to provide…

The International Association of Registered Financial Consultants (IARFC®) is actively looking for nominations for the 2021 Loren Dunton Memorial Award. The nominated individual must meet a set of criteria which reflects the values of Loren Dunton, their commitment to the Association and their dedication to improving the financial services industry. https://vimeo.com/368552008 Generally regarded as the “Father of Financial Planning”, Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement including the formation of associations, magazines, colleges, university programs and foundations. He was able to use his experiences to frankly explain what all…

Master Registered Financial Consultant Certification Board (MCB) recently has voted the following Board Members into their officer positions. The new Board will assume their responsibilities immediately as they tackle the Certification Program’s forward progress for the balance of 2020. Moving into their new positions are: Chair, Craig Lemoine, Ph.D., MRFC®Vice Chair, Robert Lawson, MRFC®Secretary, Julie Friend, Public Member The scope of authority of the MRFC Certification Board (MCB) is set forth in the International Association of Registered Financial Consultants (IARFC®) By-Laws. The MCB is a wholly owned subsidiary of the IARFC and maintains general oversight of the MRFC Certification Program.…