Wednesday, December 19

Monthly Archives: May, 2018

The accredited Master Registered Financial Consultant Certification Program announces the election of two new members to their Board of Directors (MCB), and the reelection of a current Director. The results answered the recent call to action for volunteers and a subsequent voting survey by the members. The mission of the MCB is to provide an ongoing benefit to the general public by granting and recertifying the MRFC credential, upholding it as a standard of excellence for ethical, valued, competent, and client-focused financial consultants. The MCB operates independently from the International Association of Registered Financial Consultants (IARFC) to establish and uphold…

With an established belief that “the client should come first and everything else will fall in line,” Markey focuses on helping clients near retirement leave their financial legacy. After realizing that he did not fit in well with traditional financial institutions, Markey, as a self described “stubborn” millennial, ignored the advice of his mentor about starting his own company and thus Legacy Financial Network was born. On the subject of tapping into mentors when starting a business, Markey states: “Leaning from successes and failures of grandparents, parents, in-laws…has been huge. And trying to take in from our team at Legacy…

The MRFC Certification Program is now Accredited. Here is information about the National Commission for Certifying Agencies (NCCA), the Commission that has approved the MRFC. On April 19, 2018—The NCCA accredited the IARFC MRFC Certification Program for a five-year period, expiring April of 2023 during its recent meeting. The IARFC received NCCA accreditation of its MRFC Certification Program by submitting an application demonstrating the program’s compliance with the NCCA’s Standards for the Accreditation of Certification Programs.  NCCA is the accrediting body of the Institute for Credentialing Excellence (formerly the National Organization for Competency Assurance).  Since 1977, the NCCA has been…

The International Association of Registered Financial Consultants (IARFC) is pleased to announce the winner of the 2018 National Financial Plan Competition. Victoria Albanese, a senior from Bryant University in Smithfield, RI took FIRST PLACE in the event during the 2018 IARFC Biltmore Conference held on the estate in Asheville, NC. Victoria is shown at left presenting her financial plan during the first day of the conference. The scores were extremely close this year as students were judged by an audience of knowledgeable professionals. The Complete Standings First Place Victoria Albanese fBryant University in Smithfield, RI – Mara Derderian Professor. Second…