Saturday, June 6

Monthly Archives: March, 2020

The International Association of Registered Financial Consultants (IARFC®) reports that the Finals of the National Financial Plan Competition scheduled for Cincinnati, OH at the end of April will be reformatted to take place virtually this week. This reorganization is in compliance to COVID-19 mandates against public gatherings and promotion of social distancing . Thursday, April 2, the following students will be gearing up for their recorded presentation to be judged by the IARFC Trustees and US Chapter Board Directors: Abigail Adams and Zachary Wakamatsu, Utah Valley University – Associate Professor Dr. Luke DeanAllison Biddix and Michael Austin, Western Carolina University…

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…