Governing Documents

The IARFC is the sole body designated to award and support the Association’s designations and membership.  The IARFC designations and memberships are widely recognized and bestow a recognized level of competence in the field. The Governing Documents, provide an overall source of leadership and direction for the Association.

Part of that competence relates to an understanding that the designee and/or member will abide by the Code of Ethics and Practice Standards, thereby protecting the public they are called to serve.  All designees and members must agree to uphold, abide by, and practice in accordance with this Code of Ethics in order to protect the value of the designation and provide assurance to all members of the public, most importantly those who are served by the designee or member. 

IARFC Code of Ethics

The IARFC joins other recognized professions in requiring its members to provide professional services in accordance with a Code of Ethics.
  • I will at all times put my client’s interest above my own.
  • I will maintain proficiency in my work through continuing education.
  • When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of time and skill required.
  • I will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
  • I will give my clients the same service I would give myself in the same circumstances.


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