Tuesday, July 23

Yearly Archives: 2019

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:…

The International Association of Registered Financial Consultants (IARFC) is getting ready for the 2020 National Financial Plan Competition (NFPC). They are looking for interested Educators, Sponsors and Individual Donors to participate in this national event that brings the experienced professional consultant in touch with the university student starting to navigate the Financial Services industry. https://vimeo.com/134134559 IARFC Vice Chairman, Nicholas J. Royer, MRFC Participation in the Competition all centers around the case study. The IARFC develops a “fictional family” narrative from which the students will craft a financial plan. The narrative is full of numbers and scenarios that will be interpreted…

Master Registered Financial Consultant The International Association of Registered Financial Consultants (IARFC) is pleased to report the one year anniversary of the accreditation of the Master Registered Financial Consultant (MRFC) credential by the National Commission of Certifying Agencies (NCCA). The award was received on April 19, 2018 and the MRFC credential has since then been available to qualifying consultants as an elite acknowledge of their experience, ethical behavior, education, examination and continuing education. What this has meant to the practicing MRFC is that they have been sanctioned by an impartial third party agency which appeals to the general stakeholder when…

The International Association of Registered Financial Consultants (IARFC) has recently completed a move to its new location on 146 North Breiel Boulevard in Middletown, OH. Open and ready to resume Association business, the IARFC continues serving the membership in a more purposed and expanded office environment. “We have been working on this expansion for months,” stated IARFC COO Charlotte Isbell. “It has been a lot of planning and details, but we finally moved in and are ready to enjoy the invigorating excitement that a new work space brings. There are a few renovations on the outside of the building that…

The International Association of Registered Financial Consultants (IARFC) Board of Directors convened the day before the IARFC Annual Conference in Nashville, TN last month for a comprehensive Board Meeting at the Gaylord Opryland Resort and Conference Center. Discussions included Association current status and the future plans for building membership and forming relationships in the financial service sector. IARFC Board Members in attendance included: H. Stephen Bailey, MRFC – Chairman and CEONicholas Royer, MRFC – Vice ChairmanPete D’Arruda, MRFC – PresidentMichelle Blair, RFC® – SecretaryMichael Markey, MRFC –TreasurerJim Moss, RFC®Rick Stanzione, RFC®Mayo Woodward, RFC®Bradley Maples, MRFCFred Ostermeyer, MRFCCharlotte Isbell, COO Specific…

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