Friday, June 18

Yearly Archives: 2017

The deadline for registration has passed and we are happy to welcome the following universities as participants in the 2018 National Financial Plan Competition. Bowling Green University – Bowling Green, OH2016 National Financial Plan Finalists Bryant University – Smithfield, RI California State Northridge – Northridge, CA Clarion University – Clarion, PA East Tennessee State University – Johnson City, TN University of North Texas – Denton, TX University of North Florida – Jacksonville, FL Utah Valley University – Orem, UT Virginia Commonwealth University School of Business – Richmond, VA Western Carolina University – Cullowhee, NC These Universities represent a potential of…

Call for Nominations The International Association of Registered Financial Consultants (IARFC) is issuing a call for nominations for their Board of Directors. Two current members will have fulfilled their two term limits and will be coming off the Board leaving vacancies for individuals who wish to fill these positions. Election Procedure Timeline Starting October 1, suggestions can be sent by any IARFC member (via email) to the Nominating Committee Staff Liaison from those who wish to serve personally or endorse a candidate for consideration. These nominations are welcomed from the Association membership. Bio information, intent to serve and an optional…

On the Road with H. Stephen Bailey The International Association of Registered Financial Consultants (IARFC) reports that their Chairman H. Stephen Bailey, MRFC is on a weeklong visit to their International Chapters. As the representative of the IARFC US, Mr. Bailey is looking to reconnect with the Chapter Chairs of Hong Kong, Philippines, Malaysia, Taiwan, China and Macau. These Chapters were established through national association affiliates who are typically the most highly visible and extremely qualified financial consultants in their respective country. The typical structure is the formation of two entities – a professional association to serve the consultants…

The IARFC is extending its invitation to University professors to register their undergraduate teams to participate in the 2018 National Financial Plan with a production of a comprehensive personal financial plan based on uniform sample data provided. The Competition allows for extensive learning opportunities for the students.  These include: developing a personal financial plan following submission guidelines, as a semi-finalist presenting the plan via webinar and finally as a finalist presenting their plans live in front of experienced financial professionals – a realistic career experience. In 2018, the Finals will be held at the Biltmore Estate in Asheville, NC as…

The International Association of Registered Financial Consultants (IARFC) Board of Directors proudly recognize the outstanding financial service rendered by Money Concepts to the public and to their own family of consultants. An Official Proclamation was presented to President and CEO Denis Walsh, RFC® by IARFC Chairman H. Stephen Bailey, MRFC during Money Concepts’ Financial Planning Congress awards banquet recently held in Charleston, SC. Founded in 1979, Money Concepts has consistently delivered professional services fulfilling the standards of education, examination, experience, ethics, conduct, licensing and continuing professional education that is a requirement for designations from the IARFC. They hold in high…

The IARFC is winding up a 4 day conference in Charleston, SC as an exhibitor at the Money Concepts Financial Planning Congress. Meeting with RFCs and making new friends has been the focus as the IARFC team is out in full force. Present to represent the IARFC – Chairman H. Stephen Bailey, MRFC, and IARFC home office staff members Wendy Kennedy and Susan Cappa. “Networking at the Money Concepts Financial Planning Congress in Charleston, SC keeps me in touch with financial professionals from all over the country,” commented H. Stephen Bailey, MRFC and IARFC Chairman.  “It was great to meet…

Our cover interview in the July/August issue of the Register acquaints us with Ron Pullman RFC®, of Pullman Financial Corporation – a multi-faceted individual who has been serving clients for over 25 years. Strip away the corporate financial consultant layers and Ron Pullman’s alter ego – the musician, songwriter and performer can be found. Ron started in the insurance industry by learning everything possible about his craft. He credits many mentors along the way specifically his father Bill Pullman. According to Ron, his father who died when Ron was in his early 20s, left him with a lifetime of knowledge…

Your Invitations Awaits! https://player.vimeo.com/video/213739428 Used with permission from The Biltmore Company, Asheville, North Carolina Mark your calendar for April 17-19, 2018 for the IARFC Biltmore Conference held on the Biltmore Estate in Asheville, NC. Opportunities will be available to network, attend CE sessions and judge the Finals of the IARFC National Financial Plan Competition while enjoying the lavish Biltmore Mansion, grounds and gardens. “We chose the Biltmore Estate for the combination of a beautiful backdrop and the successful entrepreneurial spirit of the Vanderbilt’s,” related IARFC Chairman H. Stephen Bailey, MRFC. “It’s not your ordinary big city convention-type visit. At the…

We are pleased to report that our recently initiated Ethics Approval Program has resulted in over 1200 members receiving the rating of “Ethics Approved”. Those Financial Consultants who have earned this status meet the high standards of ethical transparency necessary in today’s financial services environment. Designated members, (RFC®, RFA®) need to have a clean record for the preceding five (5) years in order to qualify for the Ethics Approved Program. Those who meet these standards will receive an embossed seal stating they are “Ethics Approved” with the year of the review and is effective for two years. “I am certainly delighted to…

https://vimeo.com/213720860 Registration for the 2018 National Financial Plan Competition is open! The IARFC extends its invitation to professors and their undergraduate students enrolled in Financial Services curriculum to participate in the production of a comprehensive personal financial plan based on uniform sample data provided. “Education is the underlying factor in our competition,” advises IARFC Chairman H. Stephen Bailey, RFC®. “Students need to understand how to present to a real client, in the real world with a real case scenario. Developing a financial plan is the core of what we do.” The competition allows for extensive learning opportunities. Individual students or…