Tuesday, March 31

Yearly Archives: 2020

The newly reorganized IARFC Philippines Chapter will be holding its first RFC Conversion Course March 13 through March 27 in Makati City, Manila. Instructors for the week long class: Allan Tamayo, RFC® – Introduction to the IARFC, Introduction to Financial Planning, Risk Management and Insurance Planning Lito Melendres, RFC® – Education and Retirement Planning Atty. Nicasio Cabaneiro, RFC® – Tax Planning, Estate Planning Gamalielh Ariel O. Benavides, RFC® – Investment Planning Grace V. Escobar, RFC® – Financial Plan Construction, IARFC and the RFC Designation. The IARFCPH will conduct at least one conversion course and continuing education session every quarter. It…

Spring Journal of Personal Finance The 2020 Spring 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 JPF editor, Dr. Benjamin F. Cummings, CFP®, RFC® 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®) announces the recipients of their 2019 Members Award. Presented annually, this recognition is in appreciation of top IARFC members who have recruited the most new qualified professional consultants who joined the ranks of the Association. The IARFC is a professional association where its designated and credentialed members meet stringent requirements in the area of experience, education, examination, licensing, conduct, ethics and continuing education. The Association as an entity strengthens the financial services profession through adherence to and promotion of ethical behavior and a focus on continuing education. By encouraging others to become…

The International Association of Registered Financial Consultants (IARFC®) Founder’s Award is given in honor of the IARFC Founder John J. Gargan to those who have been a past or present Board Director, Officer or committee member, held a professional designation awarded by the IARFC, possess a clean regulatory record, and been a member in good standing for a minimum of 5 years. They must have achieved a high ethical and professional standard and most importantly, helped expand the visibility of the Association. For his longevity with the Association, service as a Board Member, and ardent supporter of the IARFC mission,…

We are excited to report that three teams have been chosen for the Final Phase of their National Financial Plan Competition. These Finals will take place on Thursday, April 23 at the IARFC Annual Meeting in Cincinnati, OH. For 2020, the following students will be gearing up for their live presentation to IARFC Trustees and Board Directors: Abigail Adams and Zachary Wakamatsu, Utah Valley University – Associate Professor Dr. Luke DeanAllison Biddix and Michael Austin, Western Carolina University – Dr. Patrick PayneJackie Battles, University of North Texas – Adjunct Professor Dave Ragan “Our students really rose to the challenge provided…

https://issuu.com/iarfcregister/docs/2020_winter Winter Issue of the Register Articles of Interest Concerning Ethics Conveying Ethical Status to Clients – Always Put Yourself in Your Client’s ShoesSurvey Says – Surveying the Ethical Perceptions of the MembershipHow to Let Clients Know You Run an Ethical BusinessHow to Recover from a MistakeEthical Behavior and a Code of Ethics for Our Businesses and Professions The IARFC is moving forward with many projects, programs, and benefits. Refer to the Register for more news on the Association.

The International Association of Registered Financial Consultants (IARFC®) is pleased to bestow Association honors in the form of the 2020 Ambassador Award. This award identifies those who have selflessly supported the IARFC’s mission through extraordinary efforts of time, service and dedication. This mission fosters and enhances the growth of the Association for the benefit of the members and the clients they serve by providing a continuing source of information, education and networking. The Association strengthens the financial services profession through adherence to and promotion of ethical behavior by their members and a focus on continuing professional education. The criteria for…

The International Association of Registered Financial Consultants (IARFC®) will honor Barry L. Dayley, MRFC® of Money Concepts, in Palm Beach Gardens, FL with the Loren Dunton Memorial Award for 2020 in recognition of one who has made substantial contribution to the financial services profession and the financial interests of the public. The award presentation will take place at the IARFC Annual Meeting April 23 in Cincinnati, OH. 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. Dunton developed associations, magazines, colleges, university programs…