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…
Monthly Archives: August, 2022
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…