Report by Nominating Committee Liaison, Susan Cappa Recently the IARFC recruited candidates for 3 open positions on their Board of Directors. The election process permitted any member of the Association to volunteer or a member could nominate another member for service. This year we had an unprecedented number of very high caliber candidates for the 3 positions. Each candidate went through a vetting process and all qualified for nomination based on their qualifications, continuing education and continuous good service to their clients. The current Board of Directors then voted from the slate of candidates. The results: Jon Rogers of Rogers…

From the Accreditation Team The MRFC Certification Board is now in place and ready to start working on accreditation. This governing body – independent of the IARFC Board of Directors is a required component by the NCCA. It is their responsibility to oversee and maintain the accreditation from development to NCCA submission to post acceptance. It was made very clear that they are in charge. Your newly elected board members are: Nicolas Pologeorgis, Louise Fallica, Edward Skelly, Burton Stewart and Julie Friend. On October 30th, the Board had their first meeting with the IARFC accreditation team via GoToMeeting. The initial…

If you have read the Register in the past year or two, you know that the IARFC has been proceeding down the Path to Accreditation. You’ve heard about the behind the scenes work the IARFC is doing in order to reach the goal. The question we keep hearing from members is “WHY?” Why is the IARFC seeking accreditation. Why now, when the IARFC is in its 30th year, after having weathered the storm for so long. These are questions that Amy Primeau, Domestic Membership for IARFC posed in her article in the September/October Register. To understand why the IARFC is…

This Fall brings a new issue of the Journal of Personal Finance. It is the first Journal produced by our new co-editors Wade D. Pfau, Ph.D., CFA, RFC® and Joseph A. Tomlinson, FSA, CFP™, RFC®. This Volume 13 Issue 2 covers a variety of financial planning topics ranging from traditional survey research studies to articles in new groundbreaking areas such a optimization techniques for financial planning and neuroscience applications. According to Dr. Pfau, “The lead article by Gordon Irlam on connecting retirement asset allocation to age and funded status has already drawn the interest from one Nobel laureate interested in…

Update September 2014… Our first invites went out for the 2015 IARFC National Plan Competition. This time we are holding the finals in the Motor Speedway City of Charlotte, NC. We are happy to report that 112 students from 11 different Universities have responded so far and we still have six weeks of registration to go. Great news in that the majority of the Universities interested are new. All in all it is a good showing for the first call for participants. And sponsorship is doing well amongst the membership. If you wish to become a sponsor, please go to…