Sunday, September 26

Yearly Archives: 2020

The International Association of Registered Financial Consultants (IARFC®) continues to take the lead in promoting ethical behavior by enacting a new Ethics Exam for its members. Starting December 1, the exam will be administered to all new applicants and to those renewing their membership. The exam concentrates on the IARFC Code of Ethics, which is the center of ethical behavior for those belonging to the Association. It involves reading and understanding the different parts of the Code: The Canons, The Principles, and The Rules – all of which are readily available on the IARFC website. Successfully passing the exam is…

The International Association of Registered Financial Consultants (IARFC®) is pleased to welcome back Money Concepts International, Inc. as a Corporate Sponsor for the 2021 National Financial Plan Competition. The Competition is currently in progress with students forming their teams and receiving their “fictional family” narrative from which to build a comprehensive financial plan. This case narrative consists of numbers and family detail history that will be interpreted by the students and presented to a panel of judges. The Competition’s goal is to create a learning experience by having the students explain their financial plan and defend their strategies. In realistic…

The International Association of Registered Financial Consultants (IARFC®) announces the 6 teams/individuals who will move on to the Semi-Finals of the National Financial Plan Competition. These undergraduate teams/individuals were selected from submissions representing universities nationwide with financial service programs. Selected to continue are:The IARFC National Financial Plan Competition is open to undergraduate university students who are enrolled in a financial services curriculum. From a fictional case narrative, the students are requested to craft a financial plan for judging progressing through various stage. Kristen Revis, Western Carolina University, Cullowhee, NC – Dr. Patrick Payne, Assistant ProfessorSophia Spangler, Western Carolina University, Cullowhee,…

The MRFC Board of Directors is calling for participation from all Master Registered Financial Consultants (MRFC®) in getting the word out about the credential and sitting for the exam. In the February issue of the Register, there will be a sounding off of those who became MRFCs and why they chose to obtain the credential. If you have a story to tell about your path to the MRFC, the editor would like to hear from you. You can turn in a 400-600 word article answering the question – “Why I became a Master Registered Financial Consultant.” It can be submitted…

IARFC Members,   In honor of the founder of the IARFC John “Jack” Gargan, the Founder’s Award is presented to persons who have delivered significant service to the operation and growth of the International Association of Registered Financial Consultants. Criteria for the Founder’s Award Past or present Board Director, Officer, or Committee MemberProfessional designation or credential holder awarded by the IARFCClean regulatory record Member of good standing for a minimum of 5 years.Adhere to the IARFC Code of Ethics Most importantly, they must have contributed to the growth of the IARFC membership by referring members and by holding or attending events…

https://vimeo.com/448619667/22d20ace19 This year’s Conferment of the RFC Designation to candidates who have successfully passed the qualification requirements was held online on 19 September 2020 and live-cast on the FB Page of IARFC Philippines.From the total number of forty-three (43) participants in the RFC Conversion Courses held in 2019, twenty-three (23) were able to complete the requirements for their designation. Five (5) finished with the distinction of Cum Laude. Of the new RFCs, nineteen (19) were from Rizal CommercialBanking Corporation (RCBC) and four (4) were from Manulife Bacolod City.The program started with the opening remarks of IARFCPH President Gamalielh Ariel “Boyet”…

The International Association of Registered Financial Consultants (IARFC®) is pleased to welcome back Money Concepts International, Inc. as a Corporate Sponsor for the 2021 National Financial Plan Competition. The Competition is currently in progress with students forming their teams and receiving their “fictional family” narrative from which to build a comprehensive financial plan. This case narrative consists of numbers and family detail history that will be interpreted by the students and presented to a panel of judges. The Competition’s goal is to create a learning experience by having the students explain their financial plan and defend their strategies. In realistic…

2020 FallRegisterMoney Management We have completed the Fall issue of the Register, our national industry member benefit publication online at www.iarfc.org. This edition features articles centered around Money Management – mostly how to help clients handle their budgets. Gamalielh Ariel “Boyet” Benavides, RFC® from the Philippines Chapter is the IARFC Member Profile for this issue. Emerging from the reorganization of the Philippines Chapter, he is the president of the Chapter Board of Directors and has been leading his dedicated RFC associates in reinventing the IARFC in the Philippines. The IARFC Board of Trustees and Home Office share in his enthusiasm…

2020 Fall Issue – Volume 19 Issue 2 The 2020 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 Fall issue of the Journal of Personal Finance presents intriguing research covering a wide array of topics. Articles included in the 2020 edition, Volume 19, Issue 2 are:• Does Working with a Financial Advisor Reduce Financial Anxiety and Increase Investment Confidence?•…

The International Association of Registered Financial Consultants (IARFC®) announces a Strategic Partnership with Advisor Controls for its Retirement Plan Simulator (RPS) – an easy to use solution for understanding and advancing clients’ retirement income stories. Members will receive a benefit offering of $20 off per month of their subscription fees. In just minutes consultants can input data and walk their client through the retirement planning process using their Retirement Plan Simulator, engaging clients in every step of the way through setting retirement goals, presenting portfolio strengths, reviewing proposals, and running simulations. Many of today’s tools are inefficient, failing to provide…

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