Sunday, October 17

Yearly Archives: 2021

The IARFC Philippines has just finished their international season of their Tuesday Podcast. Visit the IARFC Philippines Home Page to listen to what our consultants have to say! Barry Dayley, MRFC®Jamie A. Bosse, RFC®RonnieL. Kaymore, RFC®Dr. Jeffrey Chiew, RFC®Dr. Craig Lemoine, MRFC®MichaelJ. Markey, MRFC®Nicholas Royer, MRFC® Barry Dayley, MRFC® – Build a Practice Based on TrustJamie A. Bosse, RFC® – Focusing on the Younger Generation of ClientsDr. Jeffrey Chiew, RFC® – Opportunities in Challenging TimesRonnie L. Kaymore, RFC® – Niche MarketingDr. Craig Lemoine, MRFC® – Producing a Financial PlanMichael J. Markey, MRFC® – Expanding Your PracticeNicholas Royer, MRFC® – Marketing…

The 2021 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 JPF editor, Craig Lemoine, Ph.D., CFP®, MRFC® is the Director of the Financial Planning Program at the University of Illinois, Champaign, IL. With an education background dating back to 2003, Dr. Lemoine has a deep understanding of examination and assessment in financial planning. He has served on the CFP® Board…

The International Association of Registered Financial Consultants (IARFC®) announces its most recent strategic alliance for members – Success Continuing Education (Success CE). Designed to help consultants in their practice by offering a multitude of high-quality courses in financial industry related topics, Success CE helps to stimulate consultant’s education while gaining CE credits. Current Success CE president and leader J. William “Bill” Cooley has over 35 years’ experience in the industry and 25 years in Insurance, CFP, CIMA, FINRA. His expertise has provided Success CE with innovative products that save the practice owner both time and money. He holds a BS…

https://vimeo.com/371645399 The International Association of Registered Financial Consultants (IARFC®) has opened up university registration for their National Financial Plan Competition (NFPC). This Competition involves undergraduate teams from a financial services curriculum who enter a financial plan for judging based on a fictional family case narrative. This narrative consists of numbers and family detail history that will be interpreted by the students and presented to a panel of judges. IARFC US Chapter President, Rick Stanzione, RFC® and Monroe Diefendorf Jr., RFC®, combined their many years of practice to develop this case scenario which will be distributed to participating student teams in…

The International Association of Registered Financial Consultants (IARFC®) is requesting nominations for the 2022 Loren E. Dunton Lifetime Achievement Award. The nominated individual must meet a set of criteria which reflects the values of Loren Dunton and his dedication to improving the financial services industry. 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 financial advisors now recognize – “that…

The 2021 Summer Register is now available to Members! The International Association of Registered Financial Consultants (IARFC®) has completed the Summer issue of the Register, a national industry member benefit publication online at www.iarfc.org. This explores the theme of “Opportunity” especially within the IARFC itself as it looks for potential leaders Association expansion. Inside the publication are hiring opportunities for a CEO, Managing Regional Director and Region Directors. These roles will be instrumental in advancing the Association over the next 1-3 years. Trustee Chair H. Stephen Bailey, Ph.D., MRFC® discusses all levels of leadership and the importance of finding capable…

The International Association of Registered Financial Consultants (IARFC®) Board of Trustees has elected Michael Jay Markey Jr. MRFC® Vice Chair position. He will assume his duties as Vice Chair immediately as the IARFC continues a strategic leadership building phase of their 2021-2022 planning. Michael is a co-founder and owner of Legacy Financial Network and its associated companies. His vision has expanded the organization from one location to three, with the hopes to make Legacy a national company. He attained his bachelor’s degree from Eastern Michigan University while playing baseball for the Eagles. Michael’s accolades include being recognized as the trainer…

The International Association of Registered Financial Consultants (IARFC®) has formed a strategic partnership with Totum, a multi-scoring risk tolerance toolkit that helps consultants understand how much risk their clients can take based on their life situation. It is the newest offering in a series of benefits available to IARFC Members. Risk is not an absolute. It is ever changing with many shifting variables. That is why risk is so hard to succinctly and accurately verbalize with most investors not knowing how to express their very personal feelings about risk or even wanting to discuss their changing perceptions of it. With…

Commission-based positions available: Managing Regional Director (MRD) and Region Directors (RD Managing Regional Director MRD and RD Overview The Managing Regional Director (MRD) plays an integral part in the goal to increase membership of the IARFC. This position manages the Chapter’s grass roots effort of membership acquisition as conducted through designated regions of the Chapter. These regions are thus managed by their Region Director (RD). Working together, the MRD and RD communicate the prospecting progress and the promotion of the Association’s Mission. Duties Managing Regional Director Hires Region Directors for specific georgraphical regionsProvides training for Region DirectorsProvides presentations as neededPlans…

The International Association of Registered Financial Consultants (IARFC®) has released the Spring issue of the Register, a national industry member benefit publication online at www.iarfc.org. May’s issue explores the ideas of niche markets and how consultants can find and service clients/prospects in a specific field of concentration Speaking to the theme of Niche Markets is a fun and inspiring interview with Ronnie Kaymore, RFC® of Kaymore Sports Risk Management who has found his calling to serve professional athletes. His approach is focused on preserving the sudden wealth of young players who find themselves unable to handle complex financial planning. This…

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