Barry Dayley, MRFC®Mary M. Garlock, RFC®Monroe “Roey” Diefendorf, Jr. RFC® The International Association of Registered Financial Consultants (IARFC®) Board of Trustees has completed their election process and will now welcome three new members. These elected individuals start their term on the Board in December, at the Trustee Quarterly Board Meeting. Joining the current Board are: Barry L. Dayley, MRFC® – Money Concepts International, Palm Beach Gardens, FLMonroe “Roey” Diefendorf, RFC® – More Than Money Wealth Management, New York, NYMary Garlock, RFC® – Victory Financial Planning, Molalla, OR The individuals bring not just practice-oriented experience but a background of successful leadership.…
Yearly Archives: 2021
The International Association of Registered Financial Consultants (IARFC®) has completed the Fall Issue of the Register, a national industry member benefit publication online at www.iarfc.org. This Register explores the theme of “Financial Literacy” and how consultants work to educate their clients and themselves. Leadership Roles Inside the publication are hiring opportunities for Region Directors. These leadership roles will be instrumental in advancing the Association over the next 1-3 years. In his Trustee’s Chair article, Trustee Chair H. Stephen Bailey, Ph.D., MRFC® discusses the “Value of Trust” involved in being a leader – whether it pertains to the Association or a…
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…