Sunday, October 17

Yearly Archives: 2018

The International Association of Registered Financial Consultants (IARFC) recently voted on officer positions for the current Board of Directors. These members assume their position of President and Treasurer immediately, thus joining the other officers as part of the IARFC Executive Board – leading the way for Association advancement and improvement. Re-elected as President is Peter J. D’Arruda, MRFC. He is the president and founding principal of his own firm – Capital Financial Advisory Group with 25 years as an investment advisor and fiduciary. Known as “Coach Pete” to most of his clients and radio show listeners, he will continue his…

Starting with the Fall issue of 2018, the new editor of the Journal of Personal Finance is Benjamin Cummings, Ph.D., CFP®, RFC®. He succeeds editors Wade D. Pfau, Ph.D., CFA, RFC® and Walt Woerheide, Ph.D., ChFC®, CFP®, MRFC who have successfully provided the Association with insightful academic research on pertinent financial issues. Dr. Cummings areas of expertise include Charitable Giving, Education Planning Issues, Estate Planning, Financial Planning, Financial Planning Software & Technology, Individual Income Tax Planning, Life Insurance Planning, Life Insurance Practices, Portfolio Management, and Retirement Planning. Currently he is the Associate Professor of Behavioral Finance at The American College…

The 2018 Spring Issue of the Journal of Personal Finance is now available from the International Association of Registered Financial Consultants (IARFC). This practitioner oriented distinctive publication promotes research to examine the impact of financial issues on households as well as research on the practice and profession of financial planning. Initiated in 2002, the Journal of Personal Finance has grown in scope, acceptance and recognition among practitioners and academicians. The Journal welcomes articles from practicing financial professionals and consultants about financial products and services, client relationships, retirement planning, long-term care, practice management, and firm operational efficiencies. This is the last…

Recently the 3 Finalist teams were selected for the National Financial Plan Competition to be held in during the IARFC 2018 Biltmore Conference in Asheville, NC on April 18. Heading to the final phase of the competition to present their financial plans are teams from California State University Northridge in Northridge, CA; University of Illinois in Champaign, IL; and Bryant University in Smithfield, RI. The National Financial Plan Competition is organized through the IARFC for undergraduate students in a curriculum related to Financial Services and sponsored in part by IARFC members and corporate sponsor Money Concepts International. Participants were given…

We are proud to announce that James B. Moss, RFC® of Money Concepts in Indianapolis, IN is the 2018 recipient of the IARFC Founder’s award. In honor of the IARFC Founder John J. Gargan, this tribute is presented to members who have delivered significant service to the operations and growth of the IARFC. Those considered as recipients of this prestigious award: Have been a past or present Board Director, Officer or committee member Have held a professional designation awarded by the IARFC Possess a clean regulatory record Are a member of good standing for a minimum of 5 years Have…

We are pleased to bestow upon both US and International members the 2018 Ambassador Award. This award identifies those who have selflessly supported the IARFC mission through extraordinary efforts of time, service and dedication. This mission fosters and enhances the growth of the Association for the benefit of the members and the clients they serve by providing a continuing source of information, education and networking. The Association strengthens the financial services profession through adherence to and promotion of ethical behavior by their members and a focus on continuing professional education. The criteria for the Ambassador Award supporting this mission are:…

We explore the topic of “Leaving a Legacy” in the Jan/Feb issue of the Register. Our featured Registered Financial Consultant is J. Christopher Dixon (Chris), RFC® of Black Harbor Wealth Management located in Greenville and Seneca, SC, who relates his journey to a financial professional mainly dealing with clients who wish to address these needs of estate planning. With an initial background in accounting and business, Chris easily transitioned to a full service financial consultant. He attributes the somewhat easy metamorphosis to great mentors who advised him along the way. After selling a successful telecom business, he co-founded with his…

We are excited about the Semi-Finals right around the corner.  Six teams from Bryant University, California State Northridge, University of Illinois, University of North Texas, and Utah Valley University are scheduled to present their financial plans via web conference with the IARFC Board of Directors February 12 and 14.. The Semi-Finalist teams scheduled to explain their financial plans this year include: Victoria Albanese from Bryant University in Smithfield, RI – Mara Derderian Professor;  Bonnie Dang and Ashley Nobel from California State University Northridge in Northridge, CA – Dr. Inga Chira Professor; Jocelyn Li and Presley Fee from University of Illinois in Urbana,…