Friday, November 22

Yearly Archives: 2017

Completing an impressive lineup of speakers at the 2018 IARFC Biltmore Conference April 17-19 in Asheville, NC are International leaders Kai Tu Yuan, CEO of the IARFC China Development Team & Taiwan and Dr. Jeffrey Chiew, RFC® IARFC Asia Chair will be on hand to deliver presentations and network with IARFC members. Kai Tu Yuan views the development team as responsible for the RFC® membership in China – thus escalating the professionalism, social status and image of financial services and insurance participants in China. They are responsible for three separate development centers that cover China, Hong Kong & Macau and…

The IARFC will be hosting a two hour Ethics Course during their 2018 conference at the Biltmore Estate Thursday, April 18, 2018 in Asheville, NC. Barry Dayley, CFP®, MRFC and Executive Vice President of Money Concepts Inc. will be teaching the session for anyone needing continuing education credits in this critical area. The title of the program: Ethics for Financial Planners The financial services industry is facing a great deal of scrutiny as is evidenced by the Department of Labor proposed fiduciary regulations. Keeping the best interest of the client first has never been more important, not only to do…

The IARFC has received the plan entries for the National Financial Plan Competition.  The plans will be judged resulting in 6 entries that will be tagged for the semi-finals – a GoToMeeting electronic presentation the 12 and 14th of February. The entries came from across the US: The University of North Texas East Tennessee State University Bowling Green State University University of Illinois Bryant University Western Carolina Universit, California State-Northridge Utah Valley University From the 6 presenters in the semi-finals, 3 finalists will be chosen. The team or individual along with their professor will be flown to Asheville, NC to…

The International Association of Registered Financial Consultants (IARFC) is currently offering a discount for those who wish to apply and take the exam for the Master Registered Financial Consultant (MRFC) designation. For a limited time, the exam fee is discounted to $150 – a 50% reduction of the regular $300 price (excludes application fee). The candidate must first meet the requirements in the areas of experience, education, licensing, conduct and ethics. After the application process is approved, exam times are scheduled with the testing company. The exam follows a set of guidelines put forth in the MRFC Blueprint Exam Content…

The International Association of Registered Financial Consultants (IARFC) presents a lineup of gifted and experienced speakers for their 2018 Biltmore Conference on April 17-19, 2018 in Asheville, NC. In addition to these informational CE sessions, opportunities are available to network and judge the Finals of the National Financial Plan Competition while enjoying the lavish Biltmore mansion, grounds and gardens. Topics and Presenters include: Ric Edelman, RFC® – Executive Chairman, Edelman Financial Services, LLC: The Truth About Your Future. (Keynote Speaker at Tuesday evening awards ceremony). Max Bolka – Comprehensive Business Consulting on Comprehensive Legacy Planning Harlan Accola, RFC® – Fairway…

Check Out Our Recently Updated Website With the dual purpose in mind of serving the professional and consumer, the IARFC website has been improved in overall ease of use, visual appearance and pertinent information relating to the Association and what it has to offer. To facilitate member interface with our benefits and services, the IARFC has upgraded its searchable member database for the public trying to locate an ethically sound financial professional in their area. “Our new website brings a fresh appearance to the professionalism of our Association and its members,” remarked IARFC Operations Manager, Charlotte Isbell. “Our main goal…

We invite to sponsor and exhibit at the 2018 Biltmore Conference and National Financial Plan Competition to be held at the Biltmore Estate in Asheville, NC. Slated for April 17-19, 2018, the two day conference will bring together IARFC members, non-members and competition finalists from all over the U.S. During the meeting, attendees will take part in CE presentations, the final judging of the National Financial Plan Competition and the IARFC awards banquet featuring keynote speaker Ric Edelman, RFC®. Scheduled in one of the convention facilities within the Biltmore compound, there are many opportunities to meet and network with financial…

You have fulfilled all the requirements for your recent designation – (MRFC, RFC, RFA). Congratulations on your success. Now, are you getting the proper leverage out of your achievement? If you answer NO to any of these questions below, take action to turn the No into a Yes IMMEDIATELY: Have you updated your profile on the IARFC website? Have you updated your own company website to reflect your new designation status? For example, if you are now an MRFC, remove the RFC designation. Do your hard copy handouts (letterhead, business cards, brochures etc.) have the designation after your name? -…

We are looking forward to the keynote presentation by Ric Edelman, RFC® of Edelman Financial Services at the 2018 IARFC Biltmore Conference in Asheville, NC next April. As a Loren Dunton Memorial Award winner, Ric will also be presenting one of the profession’s most prestigious award to the 2018 honored recipient. With his major role in the banquet festivities, the IARFC acknowledges Edelman as an acclaimed financial consultant, best-selling author, award winning host of radio and TV shows, an entertaining and informative educator and a giving community philanthropist. Additional two day conference highlights includes CE presentations, the final, in-person judging…

Fall Issue The Fall Issue of the Journal of Personal Finance is now available from the International Association of Registered Financial Consultants (IARFC). Six articles are included in Volume 16, Issue 2: Do Self-Control Measures Affect Saving Behavior? What’s Your Risk Appetite? Helping Financial Advisors Better Serve Clients (by Quantifying Kehneman-Tversky’s Value Function) Life Quality and Health Costs in Late Retirement The Impact of Product Knowledge and Quality of Care on Long-Term Care Insurance Demand: Evidence from the HRS Why a QLAC in an IRA Is a Terrible Way to Defer the Required Minimum Distribution (RMS) Obligation Is Deferring Social…

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