MRFC

Fall 2022 Issue of Financial Publication, "the Register" Now Available

Retrieved on: 
Tuesday, November 1, 2022

MIDDLETOWN, Ohio, Nov. 1, 2022 /PRNewswire-PRWeb/ -- 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 how they are setting themselves up as a generational firm. Stacy Kahan, RFC® took the lessons learned from her father and is now partnering with daughters Cara and Alana. The Register chronicles their journey and how they adapt and stay current in the professional world of financial consulting.

Key Points: 
  • The International Association of Registered Financial Consultants (IARFC) has released the Fall Issue of the Register, a national industry publication available online at http://www.iarfc.org and in print through subscription on the IARFC store.
  • Stacy Kahan, RFC took the lessons learned from her father and is now partnering with daughters Cara and Alana.
  • The Register chronicles their journey and how they adapt and stay current in the professional world of financial consulting.
  • Other articles cover different aspects of Estate Planning including a viewpoint from an Attorney who looks at the Financial Consultant/Attorney relationship from her perspective.

IARFC Strategic Alliance with Riskalyze Brings Member Benefits

Retrieved on: 
Monday, October 10, 2022

MIDDLETOWN, Ohio, Oct. 10, 2022 /PRNewswire-PRWeb/ -- With that mission in the forefront, Riskalyze powers the world's first Risk Alignment Platform and was built on a Nobel Prize-winning academic framework. It is transforming the advisory business industry by allowing investment advisors to capture a quantitative measurement of client risk tolerance and use that data to acquire new clients, capture and meet expectations, and quantify suitability.

Key Points: 
  • The International Association of Registered Financial Consultants (IARFC) is announcing a strategic alliance with Riskalyze, a company with a mission that "empowers clients to invest fearlessly".
  • MIDDLETOWN, Ohio, Oct. 10, 2022 /PRNewswire-PRWeb/ -- With that mission in the forefront, Riskalyze powers the world's first Risk Alignment Platform and was built on a Nobel Prize-winning academic framework.
  • "I'm pleased to see the inclusion of Riskalyze as a new member benefit," commented IARFC Trustee Chair Dr. H. Stephen Bailey, MRFC .
  • To sign up for an exclusive demo of Riskalyze, or to learn more, visit http://www.riskalyze.com .

IARFC Releases the 2022 Fall Edition of its Journal of Personal Finance

Retrieved on: 
Thursday, October 6, 2022

MIDDLETOWN, Ohio, Oct. 6, 2022 /PRNewswire-PRWeb/ -- 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 Council of Examinations since 2010, has been a professor of Financial Planning at the American College, and has served as a Director on the MRFC Certification Board.

Key Points: 
  • The 2022 Fall Issue of the Journal of Personal Finance (JPF) is now available from the International Association of Registered Financial Consultants (IARFC).
  • Additionally, we are able to feature work from the 2022 IARFC National Financial Plan Competition case study champions!"
  • Initiated in 2002, the Journal of Personal Finance has grown in scope, acceptance and recognition among practitioners and academicians.
  • Members can take the IARFC Journal of Personal Finance Online CE quizzes.

IARFC Directors Bring Association Recognition at FinCon Expo in Orlando, FL September 7-11

Retrieved on: 
Thursday, September 1, 2022

MIDDLETOWN, Ohio, September 01, 2022 /PRNewswire-PRWeb/ -- According to its own acknowledgement "FinCon is the world's largest [Fin]ancial [Con]tent Expo. The annual event is a time for Personal Financial content creators to connect with other bloggers, podcasters, Youtubers, authors, advisors and freelancers who create new media about financial topics. In its tenth year, #FinCon22 is expected to include over 2,500 money nerds. Thus, FinCon is helping thousands reach millions with a positive money message."

Key Points: 
  • The International Association of Registered Financial Consultants (IARFC) will be well represented at the FinCon22 Expo September 7-11, 2022 in Orlando, FL.
  • MIDDLETOWN, Ohio, September 01, 2022 /PRNewswire-PRWeb/ -- According to its own acknowledgement "FinCon is the world's largest [Fin]ancial [Con]tent Expo.
  • Region 4 Director for AL, FL, GA, NC and SC, Holt will be new to FinCon as well.
  • "I appreciate their enthusiasm in bringing recognition to the IARFC," commented IARFC Trustee Chair Dr. H. Stephen Bailey, MRFC.

IARFC Accepting Nominations for Loren E. Dunton Lifetime Achievement Award

Retrieved on: 
Tuesday, August 30, 2022

MIDDLETOWN, Ohio,  August 30, 2022  /PRNewswire-PRWeb/ -- Generally regarded as the "Father of Financial Planning", Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement including the formation of associations, magazines, colleges, university programs, and foundations. He was able to use his experiences to frankly explain what all financial advisors now recognize – "that the ethical sales of financial products and the delivery of competent advice is a noble calling." Loren Dunton was a man of vision who cared deeply about both financial consultants and consumers.

Key Points: 
  • Beginning September 1, the International Association of Registered Financial Consultants (IARFC) is requesting nominations for the 2023 Loren E. Dunton Lifetime Achievement Award.
  • The nominated individual must meet a set of criteria which reflects the values of Loren Dunton and his dedication to improving the financial services industry.
  • Loren Dunton was a man of vision who cared deeply about both financial consultants and consumers.
  • In order to fulfill the Dunton Award criteria , nominees must:
    Hold a professional designation or credential (i.e.

Registration Gears Up for the IARFC National Financial Plan Competition

Retrieved on: 
Monday, August 15, 2022

MIDDLETOWN, Ohio, Aug. 15, 2022 /PRNewswire-PRWeb/ -- 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 their learning into practice. "The Competition challenges students by having them analyze the numbers and create a financial plan just as we do in the real world," explains Maples. "Too, we include an emotional component in the plan so the students get used to dealing with the human factors we face. It's not just presenting the facts, it's paying attention to the family as a whole and listening to their needs. That insight does not come from a text book." This year Barry Dayley, MRFC®, the representative of Money Concepts International, will prepare the case narrative.

Key Points: 
  • 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.
  • "The Competition challenges students by having them analyze the numbers and create a financial plan just as we do in the real world," explains Maples.
  • I want the students to understand how they can truly affect the financial security of their clients by helping them plan for the future."

New White Paper Available at the IARFC® Store - Is Retirement That Easy?

Retrieved on: 
Wednesday, August 10, 2022

MIDDLETOWN, Ohio, Aug. 10, 2022 /PRNewswire-PRWeb/ -- 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.

Key Points: 
  • The International Association of Registered Financial Consultants (IARFC) has available a new White Paper - Is Retirement That Easy?
  • 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.
  • MIDDLETOWN, Ohio, Aug. 10, 2022 /PRNewswire-PRWeb/ -- The International Association of Registered Financial Consultants (IARFC) has available a new White Paper - Is Retirement That Easy?
  • This publication is free and can be accessed by going to the IARFC store and ordering this White Paper along with prior papers.

Summer 2022 Issue of Financial Publication, "the Register" Now Available

Retrieved on: 
Monday, August 1, 2022

MIDDLETOWN, Ohio, August 1, 2022 /PRNewswire-PRWeb/ -- The International Association of Registered Financial Consultants (IARFC®) has released the Summer Issue of the Register, a national industry publication available online at http://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.

Key Points: 
  • The International Association of Registered Financial Consultants (IARFC) has released the Summer Issue of the Register, a national industry publication available online at http://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.
  • MIDDLETOWN, Ohio, August 1, 2022 /PRNewswire-PRWeb/ -- The International Association of Registered Financial Consultants (IARFC) has released the Summer Issue of the Register, a national industry publication available online at http://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.

IARFC Connects with Money Concepts at their 2022 Financial Planning Congress

Retrieved on: 
Thursday, July 7, 2022

MIDDLETOWN, Ohio, July 7, 2022 /PRNewswire-PRWeb/ -- 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 20.

Key Points: 
  • 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.
  • "We are excited to be post-pandemic and amongst our friends at Money Concepts here in Vermont," remarked Isbell.
  • Money Concepts has been a long-time supporter of the IARFC, particularly in the area of corporate sponsorship of the Association's National Financial Plan Competition.
  • "We welcome the IARFC to our 2022 Money Concepts Financial Planning Congress here in Stowe, Vermont," comments Dayley.

IARFC Celebrates 20 Years of Collaboration with Insurance Marketing Group of China

Retrieved on: 
Thursday, June 16, 2022

MIDDLETOWN, Ohio, June 16, 2022 /PRNewswire-PRWeb/ -- 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.

Key Points: 
  • 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.
  • Over the years, the Association has expanded its reach outside of the United States, thus the recognition of a true international entity.
  • "We sincerely wish, through the closer relationship of IARFC and IMG, a remarkable and prosperous future for both."