Sunday, October 17

Yearly Archives: 2016

We recently announced a change in the requirements to qualify for membership. Chairman H. Stephen Bailey reiterated that effective immediately, a Life Insurance license will satisfy the education component needed to complete the application. The IARFC is made up of many types of financial professionals under one Association. It was set up as an umbrella organization that accepts all financial consultants who can meet the membership requirements. I am confident that this inclusion will be viewed as a positive growth step for the Association. With this change, we find ourselves getting back to the roots of the organization which is…

Have you signed up to take the MRFC Exam yet?   The exam fee has been discounted from $300 to $125 during this initial test taking period. Exam Design The MRFC Exam is proctored and has to be taken on a computer in a designated testing center. You will be permitted to take scratch paper, a pencil, and a financial calculator with you (please refer to the Candidate Information Handbook for specific models); as long as the memory has been cleared. The MRFC Exam consists of 125 multiple choice questions. Of the 125; only 100 will be scored. If…

The public, on some level, realizes that designations add credibility to your qualifications and thus… your service.  They may not know what each designation means, but they do understand you have made an effort. You have worked harder. So how many designations do you need?  When is enough, enough?  Some consultants believe if having one is good – having multiple is better.  What do you think? IARFC Vice Chairman – Nicholas Royer – discusses about obtaining another designation! Take the MRFC Exam TODAY! Special savings$$$$ if you sign up during our initial exam taking period

We are extremely excited to announce a change in the requirement for Association membership and the Registered Financial Consultant (RFC) designation and Master Registered Financial Consultant (MRFC).   Effective immediately, a Life Insurance license will satisfy the educational component of the qualifications to become a member of the Association. This change is part of a more involved process.  When we began the path to third party accreditation, every aspect of the organization was reviewed and scrutinized to meet the strict guidelines of the National Commission for Certifying Agencies (NCCA). With this new direction and purpose, our IARFC Board of Directors unanimously…

The International Association of Registered Financial Consultants (IARFC) in Middletown, OH recently played host to the Association’s Annual Board Meeting. Directors spent two days judging the Semi-finals of the Financial Plan Competition and discussing the Association’s past performance and future areas of concentration. Board Members on hand for the March Annual Meeting: Chairman H. Stephen Bailey Vice Chairman Nicholas Royer CEO Ed Morrow President Peter D’Arruda Treasurer Jon Roger Secretary Michelle Blair Directors Isabel Cooper, Angie Trandai and Jim Moss As Chairman of the Board for his first meeting, Steve Bailey laid the areas of concentration for the upcoming year…

The International Association of Registered Financial Consultants (IARFC) recently selected the Finalists for its National Financial Plan Competition to be held in Charlotte, NC on April 20 & 21. Heading to the final phase of the competition to present their financial plans on April 21st are:  Molly Funk from Bryant University in Smithfield, RI – Mara Derderian Professor Cole Brownell and Anthony Peleaz from California State University Northridge in Northridge, CA – Inga Chira Professor Daniel Ingles and Grant Hulett from Central Michigan University in Mount Pleasant, MI – Doug Iles Professor These live presentations of plans will again take…

To contrive is nothing!  To construct is something!  To produce is everything! ….Captain Eddie Rickenbacker, WWI Ace Aviator From Kinder Brothers International We are all salespeople! Every day of our lives, we are selling our ideas, our plans, our products and our enthusiasm to everyone. Dedicate yourself to excellence in selling! Resolve to be a winner! Declare war on mediocrity, on pessimism! Dedicate yourself to the ideal that yours is a great profession – one that is filled with endless opportunities for service to your fellow man and with rich rewards for yourself. Dedicate yourself to your company,…

By Michelle Blair, RFC To many people, belonging to an Association like the IARFC, is a door opener in a conversation with a prospect or a new acquaintance.  Whether they are familiar with the group or not, just knowing that you are part of something bigger than yourself, gives them a stronger sense of confidence in you.  Most people are members of more than one organization, association or professional group. The value of these groups needs to be part of your presentation and your membership signage should be proudly displayed.  When you walk into a doctor’s office — what…

The IARFC is again welcoming the Board of Directors to Middletown, OH to its Annual Board Meeting in March. Thursday 3/3 is the Semi-Finals of the National Financial Plan Competition.  Directors will take part in selecting the Final Teams to travel to Charlotte, NC to present their plans in person.  This is a popular event for the Board as they get to dialogue with upcoming financial professionals and critique their work.  It ends up a learning experience for all parties involved. Friday 3/4 the Board gets down to the real work of running the Association.  With a full agenda of…

The International Association of Registered Financial Consultants (IARFC) is pleased to announce the results of the first stage of this year’s National Financial Plan Competition. Four teams will advance to the Semi-Finals and start preparing their presentations for an indepth web conference in front of the Board of Directors during their Annual Board Meeting on March 3rd. The Semi-Finalist teams who are scheduled to explain their financial plan this year include: Molly Funk from Bryant University in Smithfield, RI – Mara Derderian Professor Cole Brownell and Anthony Peleaz from California State University Northridge in Northridge, CA – Inga Chira Professor…