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Member Benefits

Founded in 1984, IARFC provides the professional consultant the tools to grow a practice with creative sales and marketing ideas, technical and professional information, and networking opportunities. These robust benefits include professional development opportunities, discounts on supplies, and constant exposure to new sales and prospecting ideas.  

IARFC provides the professional consultant the tools to grow a practice with creative sales and marketing ideas, technical and professional information, and networking opportunities. These robust benefits include professional development opportunities, discounts on supplies, and constant exposure to new sales and prospecting ideas.

Today’s financial professional needs visibility and recognition. The Find A Consultant search routine provides a database of information for consumers to connect to a financial professional. Through the Association’s social media platforms and
publications, members find multiple opportunities to present themselves as a financial partner to the public and to their own peer network.

CERTIFICATION AND DESIGNATION

Certificants and Designees individuals must meet the high standards set fourth by the IARFC

ETHICS APPROVED STATUS

The IARFC adopted Ethics Approved Program to verify the high principles and standards of the IARFC Code of Ethics

GROUP INSURANCE PROGRAM

IARFC Members have a wide range of services, at Group rates and open enrollment for new members Insurance provides Life, AD&D, LTD

PROFESSIONAL BRANDING

Helping financial services professional by providing offering practice management tools to IARFC Member

NETWORKING

Experience the value of learning from the IARFC Annual Conference, Social Media, Publications the Register and Journal of Personal Finance and, IARFC Recognition Awards

CONVENIENT ACCESS

IARCF Online Store makes it easy for IARFC Members access to products and resources.

MRFC, RFC®, RFA®

CERTIFICATION AND DESIGNATIONS

A designation from the IARFC is a testament to education, experience and integrity. In a world of constant economic, political, and social change, consumers engage the guidance of financial consultants to achieve financial security and independence. Having an IARFC designation sets a member above their peers as a qualified and trained professional that has met a high level of competency.

MRFC Master Registered Financial Consultant
RFC® Registered Financial Consultant 
RFA® Registered Financial Associate 

General Membership, a full membership without designation for those serving the industry while not practicing or servicing clients.
 

ETHIC APPROVED STATUS 

Ethics Approved Status means adherence to the IARFC Code of Ethics with a clear record for the past five years. Members are biennially verified through FINRA, State licensing records and internet searches.
 

PROFESSIONAL BRANDING

PRACTICE MANAGEMENT TOOLS

The IARFC helps consultants find and maintain their “Brand”. Classic stylized products along with education and advice provide the professional touches that enhance a consultant as they present themselves to clients and prospects.
Ethics Approved Status, insignia items
  • Brochures
  • Certificates
  • Code of Ethics Plaques
  • IARFC Logo
  • Insignia Jewelry and more
Today’s clients and prospects operate better with a visual story of how the financial planning process evolves. Through organizational tools, the IARFC supports both groups as they initiate and monitor the planning process.
  • White Papers
  • PowerPoints
  • Checklists
  • Plan Building Supplies
  • Data Forms
  • Document Filing Systems

SOCIAL MEDIA

Today’s financial professional needs visibility and recognition. The website provides a database of information for consumers to connect to a financial professional. Through the Association’s social media platforms and publications, members find multiple opportunities to present themselves as a financial partner to the public and to their own peer network.
  • Blogs
  • Media Releases
  • Facebook
  • LinkedIn
  • Twitter

PARTNER PROGRAMS

Partnering with others strengthens the IARFC community of consultants. The Association continually seeks and forms alliances with other organizations and businesses to provide members with discounts for services and products necessary to their practice. IARFC member access your membership for a complete listing.
  • IARFC Group Insurance Benefit (highly affordable Group Rates, Open Enrollment for new members)
  • Advisor Launchpad/ Smarsh Website (discounts of up to 33%)
  • Copytalk (discount up to 33%)
  • BuyingPower Sprint, AT, Office Depot (discounts up to 80%)
  • Social Security Timing (discount up to 40%)
  • Tax Clairty (discount up to 40%)
  • YourMembership staffing and job posting needs

INSURANCE COVERAGE

IARFC Group Benefits for Members Only. Highly affordable, coverage for members and their staff. New Member Value: Guaranteed Issue / No Medical or Financial Underwriting…for first 30 days of membership. The open enrollment period offers Top-tier carrier and LTD contract designed for Consultants. IARFC Staff Members are available for Life coverage at affordable premiums.
• Group Life
• Accidental Death and Dismemberment
• Group Long Term Disability
• Members Rates
 

NETWORKING

CONFERENCES AND LEARNING

The Association provides venues for continuing education and professional development programs. Whether a small program or a multiple day conference, topics pertinent to everyone in the financial services industry are presented. These conferences are an excellent way to network with peers. Check out the IARFC events calendar. Financial Plan Competition.
 

PUBLICATIONS

The IARFC regularly publishes the Register magazine, and the academic Journal of Personal Finance and white papers that allow insight into industry trends. Whether it is practice oriented substance or academic research oriented information, these publications present concepts necessary for today’s successful financial professional.

Journal of Personal Financial — techniques, strategies and research for consumers, educators, and financial consultants.

Register — practitioner oriented financial advice on technical subjects, economic events, regulatory actions and practice management.
 

AWARDS

Recognition for achievement benefits everyone. The IARFC seeks out those leaders whose dedication and commitment have made their Association great. Members are publicly appreciated for their long time membership and their importance to the financial community.
  • Loren Dunton Memorial Award
  • Founder’s Award
  • Membership Award Program