Tuesday, July 23

Financial Services Non Profit Association Declares Focus on Expansion

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The International Association of Registered Financial Consultants (IARFC) Board of Directors convened the day before the IARFC Annual Conference in Nashville, TN last month for a comprehensive Board Meeting at the Gaylord Opryland Resort and Conference Center. Discussions included Association current status and the future plans for building membership and forming relationships in the financial service sector.

IARFC Board Members in attendance included:

  • H. Stephen Bailey, MRFC – Chairman and CEO
  • Nicholas Royer, MRFC – Vice Chairman
  • Pete D’Arruda, MRFC – President
  • Michelle Blair, RFC® – Secretary
  • Michael Markey, MRFC –Treasurer
  • Jim Moss, RFC®
  • Rick Stanzione, RFC®
  • Mayo Woodward, RFC®
  • Bradley Maples, MRFC
  • Fred Ostermeyer, MRFC
  • Charlotte Isbell, COO

Specific highlights from the Board Meeting covered the purchase and remodeling of a building for the IARFC Headquarters. In the near future, the Association will be moving into a more accommodating area, with an emphasis put on expansion.

“We are excited to be settling into space that will be our own for at least the next decade,” relates Chairman Bailey. “Being settled means more focused. More focused means more productive, and I am determined we will be expanding the reach of the IARFC with a vengeance in the months to come.”

To fuel that expansion, the IARFC is revamping their By-Laws – completely.

“This is a necessary visit of the Association’s structure to fit into the future,” explained Bailey. “It allows for membership growth and establishes more defined relationships between the different chapter locations of the IARFC. My hope is to start by filling the appropriate regional support areas for the U.S. Chapter with qualified directors soon. This gives opportunities for individuals who wish to recruit members and manage IARFC sanctioned educational programs.”

A key factor in the future plans is the exploration of accreditation on an international scope. By gaining NCCA (National Commission of Certifying Agencies) approval last year for the U.S. Master Registered Financial Consultant (MRFC) credential, our international communities are requesting “official” third party approval for designations offered in their respective countries.

“This is a major undertaking for our home office,” admits Bailey. “We will be in communication with our international leaders to determine feasibility.”  

The Board of Directors have their goals in front of them.

“These wide ranging objectives elicit the cooperation and attention of all our Directors,” added Vice Chairman Royer. “I have been a Board Member for many years and the tasks in front of us are challenging but… very exciting. Our Board will be doing their best to advance a platform of growth and industry recognition for our membership in the coming year.”

To become a member of the IARFC and qualify for the offered designations (RFA®, RFC®) and credential (MRFC), visit www.iarfc.org.

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