Wednesday, January 27

Monthly Archives: December, 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,…