Welcome to the IARFC

Financial Planning Process

Finally there is an educational curriculum that will equip the advisor to deliver personal financial planning on a cost-effective basis.  It includes all the tools and techniques, practice management, all the software, and with a focus on client acquisition.  Solve your prospecting problem permanently through the Cycle of Service that leads to a steady flow of high-caliber referrals.

 

The Financial Planning Process™ curriculum helps financial advisors prosper through effective marketing, planning, selling and servicing.  It is not just another academic program followed by hours of examinations. Based on Practice Management, not Theory, the new five-day program includes all the Text - not just a list of Tasks.  Consider attending yourself, or sending an associate - at a very discounted tuition fee. Contact Us Today

 

International Association of Registered Financial Consultants, founded in 1984, is a non-profit professional assocation dedicated to educate, train, support and advance the professionalism of financial advisors who are helping people spend, save, insure, invest and plan for the future.

Membership Continues to Increase!  The IARFC is the fastest growing professional organization in financial services, as we continue our expansion,reflecting steady growth since 2000 when the membership was only 648.  Today the membership of the association exceeds:  8,000  

Countries Represented:  AustraliaBermudaCanadaChinaGreeceHong Kong, India, Indonesia, Macau, Malaysia, New Zealand, Pakistan, Philippines, Singapore, Taiwan (ROC), Thailand, Trinidad, Viet Nam, United States

 

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Financial Planning Process™ Course Schedule
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