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Monthly Archives: December, 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…