Wednesday, May 18

Yearly Archives: 2022

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…

The US Chapter of the International the Association of Registered Financial Consultants (IARFC®) has completed elections for Officer positions and looks to their guidance for future expansion of the Chapter. Effective immediately, these consultants will be working cohesively to promote an aggressive agenda that touches every aspect of Chapter policy and procedure. Ready to begin their new responsibilities are: Bradley K. Maples Sr. MRFC®, PresidentLisa D. Ford, MRFC®, (re-elected as Executive Vice President)Lemuel W. Kornegay III, RFC®, Vice PresidentGregory Kurinec, MRFC®, Secretary Robert Laraia, RFC® continues his term and is joined by newly elected Dr. Stephanie Yates, RFC® and Paul…

The International Association of Registered Financial Consultants (IARFC®) congratulates Bradley K. Maples Sr, MRFC® on his election to the position of President of the US Chapter Board. He assumes the responsibilities immediately and will be implementing a progressive agenda for the Chapter in the near future. Maples is an enthusiastic volunteer serving his second term on the Board. He has fulfilled the role of Treasurer for the US Chapter and has participated in the Master Registered Financial Consultant Accreditation process, serving on the MRFC Exam Item Review Committee. He will be presiding over the annual in-person meeting of the IARFC…

Andre Obierez, RFC® Olga Olis, RFC® Vilma Alcaraz, RFC® The International Association of Registered Financial Consultants (IARFC®) is pleased to announce three Ambassadors of the Philippines who have committed their time and energy to supporting the Association. The 2022 Ambassador Award recognizes their individual achievements and acknowledges appreciation of their dedication. The IARFC 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 at large through adherence to and promotion of ethical…

Lemuel Kornegay, RFC® Brad Maples, MRFC® Gilbert Mercado, MRFC® 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. The Ambassador Award recognizes their individual achievements and acknowledges appreciation of their dedication. The IARFC 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 at large through adherence to and promotion of ethical…

Journal of Personal Finance The 2022 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., 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…

The International Association of Registered Financial Consultants (IARFC®) has expanded their leadership to include Dr. Constance N. Craig-Mason, MRFC® as the Managing Regional Director for the Association. Dr. Craig-Mason will be tasked in building a network of Region Directors who will work at increasing membership. . With 12+ years of risk management and financial services experience, Dr. Craig-Mason has built an impressive work history in the industry. Her diverse skill set encompasses Sales and Marketing, Insurance, Financial Service & Investments, and Client Services. She is the CEO and Visionary of Concierge Financial Group & Concierge Financial Group Agency. As a…

The International Association of Registered Financial Consultants (IARFC®) is excited to announce the teams scheduled to present in the Finals of the IARFC National Financial Plan Competition on April 28 in Cincinnati, OH. After two years of virtual presentations due to Covid restrictions, the Finals go LIVE with the IARFC US Chapter Board of Directors as judges. The following 3 teams from Utah Valley University under the guidance Luke Dean, Ph.D. – Associate Professor will be gearing up for their in-person presentations: Brooke Gibson & Max GledhillAndrew Mathis & Sarah ChamberlainSam Jensen & Jakob Wagner These finalists are the results…

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