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Home > Renew Your Membership

Renew Your Membership

International Association of Registered Financial Consultants founded in 1984, is dedicated to educate, support and advance the professionalism of financial advisors who are helping people spend, save, insure, invest and plan for the future. Benefits at a Glance

Renewal form

 

IARFC Ethics Renewal Program

 

 

CE Records Keeping Form

RFC Definition for ADV Use

IARFC Member Referral Program

 

 

As a professional credentialing organization, the IARFC takes a somewhat different view than some of the other groups in the financial services field. If a financial advisor has already completed an educational program that included examinations (as most do), we do not require an additional test or exam fee.

We consider Continuing Professional Education to be a critical component enabling the financial consultant to properly serve the client. No matter how diligent a student might have been, that knowledge is soon outdated by legislation, regulation and a fast-paced economy. Thus, we require 40 hours of continuing education yearly. 

The IARFC is also much more liberal in what education is allowed. The most important element is the commitment to a process of continuous improvement. For that to be relevant for such a diverse group of consultants and specialties we allow individuals to choose the education that will benefit them most. This may include a wide range of education vehicles as well as subjects.

Calendar Year Recording. Commencing with the first calendar year following receipt of the designation, and continuing annually thereafter, each designee must meet the CE requirements.

 

If you have any questions or need additional information, please feel free to contact the IARFC at 800.532.9060 or e-mail to: info@iarfc.org


Refer a Member 

 

The value of your own RFC® designation continues to grow by increasing members of highly qualified consultants using and displaying the RFC®.

An Ongoing Opportunity

The IARFC is looking to enrich the careers of your professional peers with the same membership benefits you enjoy. By referring potential IARFC members, you offer them an opportunity to tap into the premier network of members who share best practices, strategies to help grow businesses and techniques for better practice management.

Referring a member is easy!

Take a few minutes to grow our network of the Registered Financial Consultants. Enter the names, addresses and emails of your most qualified colleagues in the fields below and return the form by fax or mail to the IARFC.
 
This program is not available in conjunction with any other referral campaign and applies to US members only.

Member-Refer-A-Member program


RFC Definition for ADV Use

The Registered Financial Consultant (RFC) designation is a certification awarded by the International Association of Registered Financial Consultants (IARFC), a non-profit professional organization. To be eligible, financial practitioners must possess a baccalaureate or graduate degree in financial planning services or hold one of the following professional degrees or designation: AAMS, CFA, CFP, ChFC, CLU, CPA, EA, JD. Alternatively, a candidate may complete a CFP-equivalent course at an accredited institution or an IARFC approved curriculum and passed a written examination. Each applicant must have at least four years of professional experience in the field of financial planning or financial services, meet local licensing requirements, and adhere to the RFC Code of Ethics. The RFC designation requires 40 hours of Continuing Education every year, including two hours of business ethics every two years.

 

 

Member-Refer-A-Member program


RFC Definition for ADV Use

The Registered Financial Consultant (RFC) designation is a certification awarded by the International Association of Registered Financial Consultants (IARFC), a non-profit professional organization. To be eligible, financial practitioners must possess a baccalaureate or graduate degree in financial planning services or hold one of the following professional degrees or designation: AAMS, CFA, CFP, ChFC, CLU, CPA, EA, JD. Alternatively, a candidate may complete a CFP-equivalent course at an accredited institution or an IARFC approved curriculum and passed a written examination. Each applicant must have at least four years of professional experience in the field of financial planning or financial services, meet local licensing requirements, and adhere to the RFC Code of Ethics. The RFC designation requires 40 hours of Continuing Education every year, including two hours of business ethics every two years.

 

 

Member-Refer-A-Member program


RFC Definition for ADV Use

The Registered Financial Consultant (RFC) designation is a certification awarded by the International Association of Registered Financial Consultants (IARFC), a non-profit professional organization. To be eligible, financial practitioners must possess a baccalaureate or graduate degree in financial planning services or hold one of the following professional degrees or designation: AAMS, CFA, CFP, ChFC, CLU, CPA, EA, JD. Alternatively, a candidate may complete a CFP-equivalent course at an accredited institution or an IARFC approved curriculum and passed a written examination. Each applicant must have at least four years of professional experience in the field of financial planning or financial services, meet local licensing requirements, and adhere to the RFC Code of Ethics. The RFC designation requires 40 hours of Continuing Education every year, including two hours of business ethics every two years.

 

 













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