Sunday, October 17

Yearly Archives: 2019

The International Association of Registered Financial Consultants (IARFC®) is reaching out to corporate entities in the financial services industry to support their 2020 National Financial Plan Competition. The competition challenges undergraduate university students to craft a financial plan, the core of a consultant’s practice, and submit their recommendations for judging. Working from a fictional family financial case narrative, the students have to analyze data, find solutions, and present their financial plan articulately. Last year the entries included 13 universities nationwide, encompassing 71 teams. Ultimately 3 teams were brought to Nashville, TN during the IARFC Conference to present their plan to…

The International Association of Registered Financial Consultants (IARFC®) provides a detailed listing of benefits that are available for consultants through their newly released White Paper entitled Utilizing Member Benefits. It guides consultants on what to look for in benefits when considering membership in a financial services association with suggestions on how best to utilize them…including examples of what the IARFC has to offer. Being in line with the mission of an association is the most important consideration. The IARFC feels it is equally essential to determine if the benefits are right for the consultant. Many times benefits appear ordinary on…

The 2019 Fall Issue of the Journal of Personal Finance (JPF) is now available from the International Association of Registered Financial Consultants (IARFC®). The techniques, strategies and research contained in this Academic Journal are intended to support financial literacy whether it be directed to consumers, educators or professional financial consultants. The publications’ Editorial Board is headed by Dr. Benjamin F. Cummings, CFP®, RFC® who is an Associate Professor of Behavioral Finance at the American College of Financial Services. He has completed award-winning research on the use and value of financial advice and has been quoted in the media, including in…

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…