Thursday, December 1

The International Association of Registered Financial Consultants (IARFC®) has released the Fall Issue of the Register, a national industry publication available online at www.iarfc.org and in print through subscription on the IARFC store. Topics Covered in this issue relate to Estate Planning – one of the key areas addressed by financial professionals and of great concern to their clients. Leaving a legacy and having an estate plan in place is critical not only to clients but to those financial consultants who are looking to transition their practices. The Member Focus relates the journey of the Kahan family of RFCs and…

The 2022 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 JPF editor, Craig Lemoine, Ph.D., MRFC® CFP®, is the Director of the Financial Planning Program at the University of Illinois, Champaign, IL. With an education background dating back to 2003, Dr. Lemoine has a deep understanding of examination and assessment in financial planning. He has served on the CFP® Board…

The International Association of Registered Financial Consultants (IARFC®) is now inviting professors to register their students for the 2023 IARFC National Financial Plan Competition (NFPC). This Competition involves undergraduate teams from financial services curriculums to produce a financial plan for judging based on a fictional family case narrative. For each competition, the narrative consists of numbers and family history that will be interpreted by the students into a comprehensive financial plan which is presented to a panel of judges. Bradley K. Maples Sr, MRFC®, the IARFC US Chapter Board President, feels this is a creative way for students to put…

The International Association of Registered Financial Consultants (IARFC®) has available a new White Paper – Is Retirement That Easy? Authored by Matthew Russell, MBA, C. Ramel Strong, CFP®, CIPM, Jodi Krausman, CPA, PMP, and Derek Lawson, Ph.D., CFP®. This study investigates the relationship between sociological characteristics and retiring on time within a sample of 2,129 US individuals over age 50 from the Health and Retirement Study. Sociological factors were operationalized through the theory of planned behavior constructs of attitude, subjective norms, and perceived behavioral control. Results of confirmatory factor analysis (CFA) within a structural equation modeling framework revealed that intention…