Friday, June 18

Yearly Archives: 2021

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…

https://vimeo.com/540696153 The International Association of Registered Financial Consultants (IARFC®) proudly announces the results of the 2021 National Financial Plan Competition. The students virtually presented their financial plans to the US Chapter Board of Directors for judging on Thursday, April 22 thus bringing to a close the Competition for 2021. The winners are: First Place: Kristen Revis, Western Carolina University – Dr. Patrick Payne, Assistant ProfessorSecond Place: Thomas Bindbeutel & Gracie Trokey, Truman State University – Charles Boughton, InstructorThird Place: Sophia Spangler, Western Carolina University – Dr. Patrick Payne, Assistant ProfessorHonorable Mention: David Stout & Tanner Manning, Utah Valley University –…

The International Association of Registered Financial Consultants (IARFC®) is pleased to announce three Ambassadors of the US Chapter who have committed their time and energy to supporting the Association. Given annually, the 2021 Ambassador Award recognizes their individual achievements and acknowledges appreciation of their 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…

Roey Diefendorf, Jr., RFC® The International Association of Registered Financial Consultants (IARFC®) has named Monroe “Roey” Diefendorf, Jr., RFC® as the Loren Dunton Lifetime Achievement Award recipient for 2021 in recognition of one who has made substantial contribution to the financial services profession and the financial interests of the public. With a career covering 50 years of service, Monroe continues to embrace Loren Dunton’s philosophy in every aspect of dedication and zeal! Loren Dunton “Father of Financial Planning” Generally regarded as the “Father of Financial Planning”, Loren Dunton organized financial professionals in the late sixties and with their help created…

The 2021 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, 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®) is proclaiming April 2021 as “April Awards Month” – dedicated to showcasing all of the tributes to Association Members for their work and commitment to the IARFC and the financial industry. With a slate of candidates currently being finalized, the IARFC is preparing virtual presentations starting April 1. “I truly believe that recognizing people for their achievements and service speaks to the quality of the members and a recognition of their time and expertise. When people give of themselves, their energy and commitment needs to be rewarded. In some cases, our members…