Tuesday, February 18

Yearly Archives: 2019

The International Association of Registered Financial Consultants (IARFC®) announces the 6 teams that will move on to the Semi-Finals of the National Financial Plan Competition. These undergraduate teams were selected from submissions representing 15 universities nationwide with financial service programs. Selected to continue are: Jackie Battles University of North Texas, Dave Ragan, RFC®, ProfessorAbigail Adams and Zachary Wakamatsu Utah Valley University, Dr. Luke Dean, RFC®,  Adjunct ProfessorMichele Boyle and Gianfranco GonzalesWilliam Paterson University of New Jersey, Dr. Tao Guo, Assistant ProfessorDominique LaSalvia and Ethan Krumwiede University of Illinois Urbana-Champaign, Dr. Craig Lemoine, MRFC®, DirectorAllison Biddix and Michael Austin Western Carolina University, Dr. Patrick Payne, Assistant…

The International Association of Registered Financial Consultants (IARFC®) announces a Strategic Partnership with Kwanti for its powerful, innovative and easy-to-use portfolio analysis and communication platform designed specifically for consultants. Members will receive a benefit offering of 10% discount off regular pricing. Founded by Silicon Valley software developer veteran, Christophe Gauthron, CFA, Kwanti’s rich data visualization significantly improves the consultant-client experience. Kwanti is widely known for making it easy for consultants to leverage powerful data integrations with leading custodians and portfolio management platforms to streamline the investment process for building portfolios and models. It elegantly showcases portfolio recommendations to centrally position…

The International Association of Registered Financial Consultants (IARFC®) has published its 2020 Editorial Calendar for its National Publication, the Register. Contributors are invited to review the listed topics and submit articles to Editor-in-Chief Susan Cappa for the upcoming year. Issue themes center around the following topics: February Edition (Winter):Ethics ApprovedMay Edition (Spring): Wealth ProtectionAugust Edition (Summer): Next GenNovember Edition (Fall):Money Management “We encourage our contributing writers to give their expert commentary along the lines of the editorial themes,” explained Ms. Cappa. “It is an opportunity to be published in a national publication and gain editorial exposure.” The IARFC Register magazine…

Announcing another NEW BENEFIT for the IARFC members – a Strategic Partnership with RightCapital, LLC for its next generation financial planning software that allows consultants to do more planning in less time with its innovative features. Members will receive a benefit offering of 10% discount off any RightCapital plan. The RightCapital StoryAfter 15 years working with financial consultants on investment, insurance and annuity products, RightCapital co-founder Shuang Chen quit his job as Vice President at Prudential Financial and started RightCapital along with his younger brother Song Chen, a technology guru in the financial service industry. Their goal was to create…

The International Association of Registered Financial Consultants (IARFC) announces the results of their recent US Chapter Board elections. These experienced and committed individuals assume their leadership positions as the Association moves into 2020 with a specific agenda in advocating membership in the IARFC®. Re-elected for a second term Rick Stanzione, RFC® of RR Group Inc. in Ogden UT will continue to promote the goals of the Association through his continued role as a Board Director and by participating in various IARFC committees. New Director Lisa Ford, MRFC® of Money Concepts in Dallas, TX will support the mission of the Association…

Announcing a new Strategic Partnership with Ionlake, LLC for its fully compliant SMS texting platform, MyRepChat. Members will receive the discount pricing of $15 per month per account on the services as one of the many benefits available to Association members. Ionlake is a leader in customer management software. They boast 40 years of developing software, 15 years of professional experience in the Financial Services Industry, and over 1 million lines of written code. MyRepChat is their solution to compliant SMS texting where consultants can message their clients without having to worry about compliance laws and the security of their…

The International Association of Registered Financial Consultants (IARFC®) promotes its Fall issue of the Register, a national industry publication online at www.iarfc.org. This edition reflects the editorial content of “Designing Your Team” which gathers strategies and recommendations from industry professionals Bryan S. Slovan, MRFC® is the Register profile – which reviews his company Stuart Financial Group and how he is Still There for the Client When They Need Him. According to Bryan, his trademarked Stuart Retirement Review® is their process designed to help clients achieve simplicity and confidence during their retirement years and is focused around five key areas of…

The International Association of Registered Financial Consultants (IARFC®) is calling attention to their end of year membership drive. From November 1 through December 31, 2019, current members will have an opportunity to earn free membership renewals for 2020 and beyond. Under the Member-Refer-A-Member Drive, participating members will be rewarded $25 toward a renewal for each new RFA®, RFC®, MRFC® or Association member who joins during that period. Newly referred members will receive a $185 value IARFC member kit to help them promote their designation and credentials. The kit includes: Media ReleaseMember CertificateConfirmation NoticeEthics Approved CertificateIARFC Code of EthicsEthics Approved SealsLapel…

Students from Central Michigan University review their “fictional plan” with their “pretend clients” in 2019 IARFC National Financial Plan Competition Finals in Nashville, TN. The International Association of Registered Financial Consultants (IARFC®) is in the early stages of its IARFC National Financial Plan Competition. 15 Universities representing 90 students divided into 58 teams have registered to compete in the 2020 event culminating in team presentations at the IARFC Annual Board Meetings in Cincinnati, OH next April. The participating universities are: Bowling Green University – Bowling Green, OHBrigham Young University, Rexburg, IDBryant University – Smithfield, RICalifornia State University – Northridge, CACentral…

Nominations accepted for IARFC US Chapter Board of Directors The International Association of Registered Financial Consultants (IARFC®) is issuing a call for nominations for their US Chapter Board of Directors. Two current members will have fulfilled their two term limits, one member is up for re-election, and there is a Director vacancy to be filled. 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. Information needed are: Resume or…

1 2 3 4