Sunday, September 15

Yearly Archives: 2019

The International Association of Registered Financial Consultants (IARFC®) addresses the role of women in financial services in their current issue of the Register, a national publication of industry news. From the newly graduated, the seasoned professionals, the international members, to those within the Association, women give their perspectives of the financial services industry and how it, and the IARFC, has evolved over the years. The narratives start with the reflections of a personal journey in “Navigating the Evolving Gender Bias” according to Hannah Swigert, RFC®. Starting her career over 20 years ago, Hannah was teaching professionals who were mostly male…

The International Association of Registered Financial Consultants (IARFC®) is pleased to announce that since the inception of the Ethics Approved Status Program, the Association has achieved a 90% approval rate for its member consultants. Started in 2016, this Program has been a major benefit for members who meet the criteria and are awarded approval. https://vimeo.com/213693456 “We felt like an additional layer of ethical confirmation of our financial consultants would be relevant to the public in this day and age of skepticism,” remarked IARFC Board of Trustees Chairman and CEO H. Stephen Bailey, MRFC®. “It’s part of our Association benefits and…

The International Association of Registered Financial Consultants (IARFC) has recently overhauled its By-Laws, touching every aspect of the Association rules thus committing to a serious focus on future expansion and positioning. Board Members voted in favor of these changes that will take place immediately. The fundamental structure of the Board was changed, creating a Board of Trustees and a blueprint for Chapter Boards of Directors that will encompass the US and international chapters, bringing them under the umbrella of a truly global organization. At the foundation of this structure is the future formation of regions that will support grass roots…

The International Association of Registered Financial Consultants (IARFC) invites educators to register for the 2020 National Financial Plan Competition (NFPC). Undergraduate students enrolled in a financial services curriculum have traditionally competed in this “real world” experience through the crafting of a financial plan for a “fictional family”. The case study narrative of the family is full of numbers and scenarios that will be interpreted by the students and presented to their pretend clients while being review by a panel of judges. The Competition has three phases: Preliminary Judging – Plans are reviewed for accuracy of numbers and the ability to…

The International Association of Registered Financial Consultants (IARFC®) has significantly updated its consumer radio and podcast page on its website. These member recorded broadcasts contain financial information important to the public pertaining to topics that affect the financial direction of their future. https://vimeo.com/291568856 Members of the IARFC who hosts these platforms have to excel in many areas to achieve the Association designations and credentials. Whether a Registered Financial Consultant (RFC®) or the newly accredited Master Registered Financial Consultant (MRFC®), these consultants meet strict requirements for membership and adhere to an exacting Code of Ethics. Topics discussed are varied and timely.…

Our newly registered trademark. The International Association of Registered Financial Consultants announces the approved registration of the trademark status for the IARFC® acronym. This federal registration has been obtained through the U.S. Patent and Trademark Office (USPTO) effective immediately. The IARFC joins the list of other items trademarked by the Association as listed below: IARFC®RFC®RFA®Registered Financial Associate®Registered Financial Consultant®MRFC®. “Our hope is that members realize the value of protecting the Association name and its designations/credential,” explained IARFC COO, Charlotte Isbell. “We encourage them to use the registered marks according to our trademark guidelines listed on our website.” The use of…

The International Association of Registered Financial Consultants (IARFC®) announces the approved registration of the trademark status for the MRFC® – Master Registered Financial Consultant credential. This federal registration has been obtained through the U.S. Patent and Trademark Office (USPTO) is effectively immediately. The United States Patent and Trademark Office is a fee-funded agency of the U.S. Department of Commerce. The role of the USPTO is to grant patents for the protection of inventions and to register trademarks and service marks for products and services, respectively. It serves the interests of small and large businesses as well as consumers, and helps…

The following Public Service Announcements are being distributed to make the public aware of IARFC members. Typically they are distributed on the 1st and 15th of the month. Feel free to utilize them. College Planning Starts with a Good Financial Plan https://www.iarfc.org/psa/06-June-1-2019.aiffCollege planning starts with a good financial plan to fund your child’s education. The nonprofit International Association of Registered Financial Consultants advises including a plan of attack for college expenses when addressing financial goals. Their consultants have many years of experience and are held to a strict code of ethics. To enlist the help of one of their financial consultants…

The MRFC Credential Information Webinar The MRFC Board is hosting a series of informational webinars regarding the Master Registered Financial Consultant (MRFC) credential accredited by the National Commission of Certifying Agencies, (NCCA). MRFC Board Chair, Barry Dayley and Vice Chair, Dr. Craig Lemoine will be on hand to go through the requirements on obtaining the credential and to answer any questions from qualified consultants. Scheduled Webinar Times: June 5, 2pm EDT – WednesdayJune 12, 2pm EDT – WednesdayJune 18, 2pm EDT – Tuesday July 17, 2pm EDT – WednesdayJuly 24, 2pm EDT – WednesdayJuly 31, 2pm EDT – Wednesday August…

The International Association of Registered Financial Consultants (IARFC®) highlights the events from the 2019 Annual Conference in Nashville, TN in its Spring Issue of the Association’s publication, The Register. Anecdotes cover the featured speakers, results of the National Financial Plan Competition, and award recognition – along with articles of interest for the professional financial consultant. Special attention is given to the National Financial Plan Competition which is organized through the IARFC for undergraduate students in a curriculum related to financial services. This event brings networking opportunities between the next generation of financial professionals and experienced consultants. The results: First Place:…

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