Sunday, October 17

Yearly Archives: 2018

We are headed to Nashville, TN – March of 2019 The International Association of Registered Financial Consultants (IARFC) announces the exciting location for its 2019 Annual Conference March 20 – 22, 2019. With a resort motto of “Enjoy More to See and Do at Gaylord Opryland”, the IARFC combines business and pleasure at the Gaylord Opryland Resort and Convention Center in Nashville, TN. As an opportunity to gain Continuing Education credits, the IARFC will offer a diverse schedule of industry related topics from experts in the financial and marketing area. “These CE sessions are at the core of our offered…

As you know the MRFC has received their accreditation through the NCCA.  We remain one of 8 different credited entities. The MRFC and our other designations are visible on FINRA. Click Here for the listing of accredited designations. . Click Here for the MRFC Credential Click Here for RFC® Designation Click Here for the RFA® Designation Finally Click Here to apply for the professional status of your choice.

Last week the IARFC Team of Michael Markey Jr., MRFC and IARFC Board Director and Susan Cappa, Public Relations from the home office met in Cleveland, OH overlooking Lake Erie, the Cleveland Brown’s Stadium and the Rock and Roll Hall of Fame. They were participating in a National Meeting of Stratos Wealth Partners as an exhibitor, letting the group know of the newly accredited MRFC credential and the benefits of the IARFC as an Association. There were two days of presentations, highlighted by Kevin O’Leary of Shark Tank notoriety on Friday Morning. A welcome address by Stratos Founder and CEO Jeff…

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…

The International Association of Registered Financial Consultants (IARFC) has received confirmation from the National Commission for Certifying Agencies (NCCA) that the Master Registered Financial Consultant (MRFC) designation has been granted certification status. This acknowledges that the MRFC program content has been validated by a comprehensive job analysis and scrutinized by industry experts. According to the NCCA, the MRFC credential has met “recognized national and international credentialing industry standards for development, implementation and maintenance of certification programs. The NCCA Standards were developed to help ensure the health, welfare, and safety of the public. They highlight the essential elements of a high-quality…

Effective immediately, requirements for the RFA® and the RFC® designations have been updated. These changes involve the areas of experience and the amount of continuing education mandatory to maintain the Association designations. For the Registered Financial Consultant (RFC®), the experience requirement has been modified to 3 years of experience in the field of financial planning or financial services. This is an adjustment from the 4 year requirement. For the Registered Financial Associate (RFA®), offered to recent graduates of an approved academic curriculum in financial services or new financial professionals, they can join with less than 3 years of experience in…

Those who are attending the 2018 IARFC Biltmore Conference will have the opportunity to hear Author Ric Edelman, RFC® expand on topics from his latest book – “The Truth About Your Future”. According to the Book Review, you will learn: Why you’re likely to live much longer, and enjoy good health much longer than you realize – and the impact on your financial future; How you must alter your plans to shift from the familiar linear lifeline (school-job-retirement-death)to the new cyclical lifeline; The importance of Career Planning – even if you’re in your 50s or 60s – and how to…