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…
Month: August 2021
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 October.…
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 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 persons in his “Trustee’s Chair” Desk article. Robert Laraia…