Tuesday, December 6

Yearly Archives: 2022

The International Association of Registered Financial Consultants (IARFC®) has released the Fall Issue of the Register, a national industry publication available online at www.iarfc.org and in print through subscription on the IARFC store. Topics Covered in this issue relate to Estate Planning – one of the key areas addressed by financial professionals and of great concern to their clients. Leaving a legacy and having an estate plan in place is critical not only to clients but to those financial consultants who are looking to transition their practices. The Member Focus relates the journey of the Kahan family of RFCs and…

The 2022 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., MRFC® CFP®, 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 now inviting professors to register their students for the 2023 IARFC National Financial Plan Competition (NFPC). This Competition involves undergraduate teams from financial services curriculums to produce a financial plan for judging based on a fictional family case narrative. For each competition, the narrative consists of numbers and family history that will be interpreted by the students into a comprehensive financial plan which is presented to a panel of judges. Bradley K. Maples Sr, MRFC®, the IARFC US Chapter Board President, feels this is a creative way for students to put…

The International Association of Registered Financial Consultants (IARFC®) has available a new White Paper – Is Retirement That Easy? Authored by Matthew Russell, MBA, C. Ramel Strong, CFP®, CIPM, Jodi Krausman, CPA, PMP, and Derek Lawson, Ph.D., CFP®. This study investigates the relationship between sociological characteristics and retiring on time within a sample of 2,129 US individuals over age 50 from the Health and Retirement Study. Sociological factors were operationalized through the theory of planned behavior constructs of attitude, subjective norms, and perceived behavioral control. Results of confirmatory factor analysis (CFA) within a structural equation modeling framework revealed that intention…

The International Association of Registered Financial Consultants (IARFC®) has released the Summer Issue of the Register, a national industry publication available online at www.iarfc.org and in print through subscription on the IARFC store. Finals of the IARFC National Financial Plan Competition are showcased as the Competition brought in teams from Utah to compete for high honors. The International Association of Registered Financial Consultants (IARFC®) has released the Summer Issue of the Register, a national industry publication available online at www.iarfc.org and in print through subscription on the IARFC store. Finals of the IARFC National Financial Plan Competition are showcased as…

The International Association of Registered Financial Consultants (IARFC®) is pleased to be invited to the Money Concepts 2022 Financial Planning Congress being held at the Lodge at Spruce Peak in Stowe, VT. During July 10-13, the Association will be connecting with Money Concepts Reps who are members and looking to introduce others to the many advantages of being an IARFC member. On hand to discuss the various designations and credential will be the Managing Regional Director, Dr. Constance Craig-Mason, MRFC® and the IARFC COO, Charlotte Isbell. They have plenty of information for those interested and will be located at Booth…

https://vimeo.com/715684530 The International Association of Registered Financial Consultants (IARFC®), applauds a significant milestone between the Association and the Insurance Marketing Group (IMG) of China. 2022 marks the 20th year of alliance which successfully promotes the Registered Financial Consultant (RFC®) designation in the areas of Mainland China, Taiwan, Hong Kong, and Macau. Founded in 1984, International Association of Registered Financial Consultants is a non-profit professional Association formed to foster public confidence in the financial services profession, help financial consultants exchange planning techniques, and recognize practitioners who are truly committed to ethical standards and continuous professional education. To support their Mission, the…

Printed Copy Subscriptions Available through the IARFC Store. The International Association of Registered Financial Consultants (IARFC®) has released the Spring Issue of the Register, a national industry publication, is available online at www.iarfc.org and in print through subscription on the IARFC store. This Register explores the theme of “Practice Management 101” with ideas that professionals can use within their financial consulting practice. Member Focus Our Member Focus this month is on Dr. Teresa So, RFC® the Chair of the Hong Kong/Macau IARFC Chapter. This is the third time Dr. So has been featured in the Register. This time she brings…

L-R: Dr. Luke Dean, Associate Professor Utah Valley University; Second Place: Max Gledhill and Brooke Gibson; Third Place: Sam Jensen and Jakob Wagner; First Place: Andrew Mathis and Sarah Chamberlain; Bradley K. Maples Sr., MRFC®, IARFC US Chapter Board President. The US Chapter of the International Association of Registered Financial Consultants (IARFC®), has completed the 2022 National Financial Plan Competition recently held in Cincinnati, OH. Congratulations to Andrew Mathis and Sarah Chamberlain from Utah Valley University who have emerged as the First Place team.   The complete judging results: First Place: Andrew Mathis and Sarah ChamberlainSecond Place: Brooke Gibson and…

The nationally accredited financial Master Registered Financial Consultant (MRFC®) Certification Program has elected Robert Lawson, MRFC® as the new Chair of its Board of Directors. Overseen by the International Association of Registered Financial Consultants (IARFC®), with Chapters worldwide, Lawson is poised to lead the accredited program in the next phase of growth to accelerate the MRFC’s expansion throughout the United States. The nationally accredited financial Master Registered Financial Consultant (MRFC®) Certification Program has elected Robert Lawson, MRFC® as the new Chair of its Board of Directors. Overseen by the International Association of Registered Financial Consultants (IARFC®), with Chapters worldwide, Lawson…

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