Year: 2016

Update Ethics Approved Program…. The International Association of Registered Financial Consultants (IARFC) has recently approved over 350 members in the past three months in their new “Ethics Approved” program. This program is an effort towards increased transparency regarding the member’s professional background and their adherence to a Code of Ethics. The IARFC Team is reviewing all membership renewals submitted to the Association and rewarding members for their long-term commitment to the IARFC Code of Ethics. They are checking FINRA records, state licensing records and even conducting an internet search of each member’s name. Reviewed history includes personal or business bankruptcies,…

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The International Association of Registered Financial Consultants (IARFC) reports a record number of nominations received for the annual Loren Dunton Memorial Award. This tribute is to “honor a person who has made a substantial contribution to the financial services profession and/or the financial interest of the public.” “We are very pleased with the number of nominations this year,” related Dunton Committee Chair H. Stephen Bailey, RFC®. “These people represent the brightest and most successful consultants in our profession – it is a very difficult decision.” With nominations closed as of November 30th, the list of distinguished financial consultants reads: Erin…

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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…

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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…

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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.

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