Thursday, July 25
IARFC Blog
A Growing Global Community

The 2023 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 served on the CFP® Board…

The International Association of Registered Financial Consultants (IARFC®) announces the 6 teams/individual who will move on to the Semi-Finals of the National Financial Plan Competition. These undergraduates were selected from submissions representing universities nationwide with financial service programs. Selected to continue as Semi-Finalists are: University of Arizona – Dr. Patrick Payne, Associate ProfessorSamuel J. Scherer & Lily Guthrie University of North Texas (2 teams) – David Ragan, Adjunct ProfessorQuincy Calhoun & Ella RadbergAndrew Schmul Utah Valley University (2 teams) – Dr. Luke Dean, RFC® Associate ProfessorEthan Farar & Austin KunzierLayton Alder & Josh Bell University of North Florida – Ronald…

The International Association of Registered Financial Consultants (IARFC®) has released the Winter Issue of the Register, a national industry publication available online at www.iarfc.org and in print through subscription on the IARFC store. The theme for this issue is the international connection of the Association and the cultural differences and similarities that we share as an Association – we are thinking globally not just locally. In this first issue for 2023, the newly elected Trustee Chair Barry L. Dayley, MRFC® that the “Core Belief” of our IARFC culture is to “Do what you love in the service of people, who…

The International Association of Registered Financial Consultants (IARFC®) announces the inception of the Master Registered Financial Specialist designation for qualified financial consultants in the Hong Kong/Macau Chapter. According to Dr. Teresa So, RFC®, IARFC Chairman Hong Kong/Macau, current members must arm themselves with advanced knowledge, in addition to the basics to stay professional and competitive. Under the top-up curriculum titled, “Executive Certificate in Contemporary Financial Planning”, the MRFS training will include “Trust” and “Fintech”. Nowadays, among Financial Consultants’ most needed knowledge in the professional practice, “Trust” is a popular tool legally accepted for wealth succession usually with tax advantages. “Fintech”…

Kai Yung Tu, RFC®IARFC Board of Trustees The International Association of Registered Financial Consultants (IARFC®) Board of Trustees has completed their election process with the approval of Kai Yung Tu, RFC® as their newest Board member. Kai Tu joins the current Board of Trustees and will begin his term officially January, 2023. Kai Tu began his career path by completing his university degree and military conscription in Taiwan. In 1982, he continued his higher education in the United States by earning an MBA and a Master’s degree in Computer Sciences. His stateside career started with American General Group Life Insurance…

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