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IARFC National Financial Plan Competition - April 30, 2015  -  Learn More... call 800.532.9060




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International Association of Registered Financial Consultants

 

 

 

Bryant University Wins IARFC National Financial Plan Competition - Congratulations to the students who presented the winning plan:  Kyle Creedon, Lauren Fayne, Jamie Pepin and their instructor Mara Derderian.

 

Welcome:  The IARFC serves the professional advisors who help their clients wisely spend, save, invest, insure and plan for the future in order to achieve financial independence and peace of mind.

RFC® - Registered Financial Consultant is a professional designation awarded by the IARFC to  financial advisors who meet high standards of education, experience and integrity. 

 

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Want to Attract the Next Generation of Clients? You may need to change your approach.

Close your eyes and picture this: A financial planning or investment management firm in 1982. What do you see? Big, thick mahogany desks, classic artwork in gold-plated frames, gigantic file rooms full of tons (literally, tons) of paper, and perhaps some classy statues resting on doilies on every end table. News Flash more... 
 

 

Financial Plan Competition

Education and Events

National Financial Plan Competition 
The IARFC National Financial Plan Competition. Awards brings both public and industry recognition to IARFC Members and incoming young professionals.

2015 Plan Competition Sponsors

Corporate Sponsors
 

Individual Sponsors
Silver
Anonymous, George Atkinson, Andrew Bearre, Bill Brice, George Brown, Judy Clark, James Davidson, George Flack, James Flanagan, Jessica Harris, Chris Hill, Gerard Iacangelo, Rene Isuk, Darren Josephson, Charles McKinney, Chris Nelson, Frederick Ostermeyer, Bryan Philpott, John Repass, Bob Shlesinger, Stuart Spivak, Charles Reed Terry, Mary Jo Walker, Brenda Whitman

Gold
Albert Jan Belyeu, Ahmed Edris, Frank Eberhart, Patrick Lyman, Joseph Lolli

Platinum
David Howard

Diamond
Jon Rogers

CE@SEA™ June 15-22, 2014               
“Re-charge” your professional battery, with the ideas and personalities while cruising the Western Caribbean CE Units: RFC® 8

Financial Planning Process™ course
How are you going to make it? Let the IARFC help you with the proper training and resources.

Workshops                                               
Find out more about the IARFC workshops which help those in financial services improve their bottom line. Current workshops focus on Marketing to Business Owners, Branding and Drip Marketing. These very informative sessions are not just academic classes, attendees receive practical tools to take home and apply. Members can earn RFC CE credits and in some cases CFP credit.
Sign up today!


Financial Plan Competition              
The IARFC is honored to have established the Financial Plan Competition. The competition is open to undergraduate students enrolled in a curriculum of personal financial planning or financial services.

 

 

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