Friday, October 23

Yearly Archives: 2020

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…

The International Association of Registered Financial Consultants (IARFC®) is actively looking for nominations for the 2021 Loren Dunton Memorial Award. The nominated individual must meet a set of criteria which reflects the values of Loren Dunton, their commitment to the Association and their dedication to improving the financial services industry. https://vimeo.com/368552008 Generally regarded as the “Father of Financial Planning”, Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement including the formation of associations, magazines, colleges, university programs and foundations. He was able to use his experiences to frankly explain what all…

Master Registered Financial Consultant Certification Board (MCB) recently has voted the following Board Members into their officer positions. The new Board will assume their responsibilities immediately as they tackle the Certification Program’s forward progress for the balance of 2020. Moving into their new positions are: Chair, Craig Lemoine, Ph.D., MRFC®Vice Chair, Robert Lawson, MRFC®Secretary, Julie Friend, Public Member The scope of authority of the MRFC Certification Board (MCB) is set forth in the International Association of Registered Financial Consultants (IARFC®) By-Laws. The MCB is a wholly owned subsidiary of the IARFC and maintains general oversight of the MRFC Certification Program.…

The accredited Master Registered Financial Consultant Certification Program (MRFC®) announces the re-election of Barry Dayley, MRFC® of Money Concepts Inc. and Dr. Craig Lemoine, MRFC® of the University of Illinois to their Board of Directors (MCB). The election answered the recent call to action for volunteers and a subsequent voting survey by current accredited MRFCs. “It is an honor to serve on the MRFC Certification Board,” confirms Dayley. “There has never been a more important time to support a higher standard of care in the financial planning business. We invite all financial professionals to expand their capabilities and credentials and…

The International Association of Registered Financial Consultants (IARFC®) adds to their White Papers Library with a simple basic core approach on preserving and protecting clients’ wealth. Authored by Master Registered Financial Consultant (MRFC®) Ira Starr, of Ira Starr & Associates in Fairview, NC, the Paper presents a straightforward guide designed to help clients consider all elements of their financial world, fostering fulfillment and peace of mind. The White Paper suggest that an extensive checklist of wealth preservation tools combined with the consultant’s ethical and fiduciary duty to determine the clients unique circumstances, can provide a balanced approach towards meeting their…

The COVID-19 quarantines have presented challenges for all of us. With the cancellation of gatherings, the IARFC had to cancel their Annual Meeting in April. During that time, at the Thursday night banquet, the awards presentations were scheduled. In place of the in-person event, virtual sessions were recorded and are now accessible for viewing. And the recipients are… https://vimeo.com/414806603 https://vimeo.com/411560344 https://vimeo.com/411568051 https://vimeo.com/410731117 https://vimeo.com/413229165 Congratulations to those were recognized as deserving individuals as 2020 recipients!

https://vimeo.com/413229165 From IARFC Trustee Chair and CEO, H. Stephen Bailey, MRFC® As the IARFC Trustee Chair, I am very pleased to recognize two individuals of the Home Office who have worked diligently for the Association on special projects, in addition to their regular workload. Charlotte Isbell, our Chief Operating Officer and Susan Cappa, our Public Relations Representative, have been instrumental in completing the MRFC accreditation through the NCCA… and in reorganizing our international chapter structure – starting with the Philippines, two very complex undertakings. In acknowledging their perseverance, I can attest that these projects were completed with minimal guidance and…

The International Association of Registered Financial Consultants (IARFC®) has completed the Spring issue of the Register, a national industry member benefit publication online at www.iarfc.org. This edition reflects the editorial content of “Wealth Management and Protection” which gathers strategies and recommendations from industry professionals. Amy Sheesley, MRFC® and Michael Saltiel, MRFC® of Saltiel Wealth Management are the focus for the Register profile this issue. Saltiel Wealth Management is a client centric Financial Planning Wealth and Management firm whose mission is to “Inspire intelligent tweaks to cause freedom, confidence and prosperity for their clients”. The results presentation of the IARFC National…

From Barry Dayley, MRFC® Corporate Sponsor Results Announcer It is an honor to be with all of you virtually to announce the Final Results of the competition.I am very proud of all those who participated and thank you for all your hard work, your preparation, and for putting yourself out there in a vulnerable position of presenting your work in front of your peers as well as industry professionals.These types of events are growth opportunities. The more you step outside your comfort zone, the more confidence and polish you will acquire as you progress through your career.Long ago, I was…

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