Sunday, September 22

The International Association of Registered Financial Consultants (IARFC®) addresses the role of women in financial services in their current issue of the Register, a national publication of industry news. From the newly graduated, the seasoned professionals, the international members, to those within the Association, women give their perspectives of the financial services industry and how it, and the IARFC, has evolved over the years. The narratives start with the reflections of a personal journey in “Navigating the Evolving Gender Bias” according to Hannah Swigert, RFC®. Starting her career over 20 years ago, Hannah was teaching professionals who were mostly male…

The International Association of Registered Financial Consultants (IARFC®) is pleased to announce that since the inception of the Ethics Approved Status Program, the Association has achieved a 90% approval rate for its member consultants. Started in 2016, this Program has been a major benefit for members who meet the criteria and are awarded approval. https://vimeo.com/213693456 “We felt like an additional layer of ethical confirmation of our financial consultants would be relevant to the public in this day and age of skepticism,” remarked IARFC Board of Trustees Chairman and CEO H. Stephen Bailey, MRFC®. “It’s part of our Association benefits and…

The International Association of Registered Financial Consultants (IARFC) has recently overhauled its By-Laws, touching every aspect of the Association rules thus committing to a serious focus on future expansion and positioning. Board Members voted in favor of these changes that will take place immediately. The fundamental structure of the Board was changed, creating a Board of Trustees and a blueprint for Chapter Boards of Directors that will encompass the US and international chapters, bringing them under the umbrella of a truly global organization. At the foundation of this structure is the future formation of regions that will support grass roots…

The International Association of Registered Financial Consultants (IARFC) invites educators to register for the 2020 National Financial Plan Competition (NFPC). Undergraduate students enrolled in a financial services curriculum have traditionally competed in this “real world” experience through the crafting of a financial plan for a “fictional family”. The case study narrative of the family is full of numbers and scenarios that will be interpreted by the students and presented to their pretend clients while being review by a panel of judges. The Competition has three phases: Preliminary Judging – Plans are reviewed for accuracy of numbers and the ability to…