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History

The IARFC was founded in 1984 as an education and practice management exchange of highly qualified planners that met stringent education, licensing, ethics and continuing education requirements.

In 1993, a new board of directors rechartered the association, clarifying the bylaws and allowing for the expulsion of non-conforming members.  The revised group had less than 300 members, but over the next six years it codified admission procedures, added benefits and doubled membership.

In 1995, the IARFC participated in its first Cruise/Conference, and these events have been successful in providing continuing education in a very attractive venue.

In 1996, our website IARFC.org was launched. A new licensing exam was developed to accept applicants who met all other requirements without having completed a traditional academic course with rigid examinations.

In 1997, the association held its first Financial Advisors Forum at Yale University, and followed it in 1998 at Stanford, where the attendees paid homage to the founder of the financial planning movement, Loren Dunton.

In 1998, the IARFC created the Registered Financial Associate (RFA®) designation for recent graduates of financial services curricula who had passed exams and prepared plans, but who were without experience.  

In late 1999, the Association offices were transferred to Ohio. Membership was then 648, and it has continued to grow exponentially as new services and courses are developed.

In 2000 the Association expanded its international focus, with courses being offered in Malaysia and Taiwan. By the end of 2007, there were classroom courses offered in twelve countries, including China and India.

In 2008 the Association began offering the Financial Planning Process™ course in the US, which is unique because it requires the submission of both modular and comprehensive plans in addition to coursework and exams.

In 2011, the Association continues to look to the future, building membership and quality discounts and programs for its members.  The Business Owner Consulting Workshop developed for financial consultants.

In 2012, the Association once again launched the Financial Planning Competition for undergraduate students enrolled in a curriculum for personal financial planning.

In 2016, the IARFC moved into its new headquarters to 1046 Summit Drive, Middletown, OH 45042

In 2017 the IARFC filed the MRFC credential for accreditation with the NCCA. The IARFC Board announced the 2018 IARFC Biltmore Conference.