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United States Chapter

The IARFC US Chapter is dedicated to advancing the financial services profession by fostering a community of professionals committed to ethical conduct, continuing education, professional excellence, and financial literacy. The Chapter provides opportunities for networking, professional development, and collaboration, strengthening the IARFC as a growing global professional community.
 

Designated Professionals

Highest Professional Standards

An IARFC designation or credential represents a financial professional who has demonstrated a high level of competency, professionalism, and ethical conduct. IARFC designees and credential holders are committed to maintaining the highest standards of integrity and service within the financial services industry.

Commitment to Excellence

Earning an RFA®, RFC®, or MRFC® designation or credential demonstrates a commitment to professional excellence, ethical practices, continuing education, and quality client service. IARFC professionals serve clients across the financial services industry and are committed to maintaining these standards throughout their careers.

Growth and Development

IARFC members stay current with industry developments through continuing education and professional development. By maintaining their designations and credentials and adhering to the Association’s ethical standards, members demonstrate an ongoing commitment to professional growth and serving clients with integrity.

The Registered Financial Student (RFSTM) The Registered Financial Associate (RFA®) The Registered Financial Consultant (RFC®) The Master Registered Financial Consultant (MRFC®)
The RFSTM membership recognizes students pursuing a college or university education in financial planning, financial services, business, accounting, economics, or a related field. It supports aspiring financial professionals as they build a strong educational foundation and prepare for a successful career in financial services. The RFA® designation is awarded to financial consultants with less than three years of financial services industry experience or those holding a Bachelor’s or graduate degree in financial planning from an institution offering a professional designation-equivalent curriculum. The RFC® designation is awarded to financial consultants with at least three years of full-time experience in financial planning or financial services who meet rigorous standards of education, experience, and ethics. The MRFC® is a credential awarded to financial consultants with a minimum of four years of experience as a full-time practitioner in the field of financial planning or financial services, who pass a comprehensive exam and who meet the high standards of education, experience, and ethics.

Click on any of the above areas to go to the Application Links


 

The chief responsibility of the US Chapter Board is to increase membership. This Chapter Board reports to the Board of Trustees through the CEO and COO. Only Master Registered Financial Consultants (MRFC®) or Registered Financial Consultants (RFC®) who are in good standing may serve on the US Chapter Board (exception: Chief Operating Officer).

Board of Directors

President  Lisa D. Ford, MRFC®
Executive Vice President  Lemuel W. Kornegay III, RFC®
Vice President  Michael P. Zaino, RFC®
Treasurer  TBD
Secretary TBD
Director  Gregory Kurinec, RFC® 
Director  Jeremy B. Nason, RFC®




Contact Us
For inquiries, comments, and suggestions, contact:
Membership Services 
Email: info@iarfc.org
Phone: (800) 532-9060, option 5

Committees

Annual Meeting
Staff Liaison: Vicki Caplinger
Lisa D. Ford, MRFC®

Ethics Committee
Staff Liaison: Judi Nelson
Chair: Lemuel W. Kornegay III, RFC®
Lisa D. Ford, MRFC®
Gregory Kurinec, RFC®


Membership Committee
Staff Liaison: Vicki Caplinger
Lisa D. Ford, MRFC®
Gregory Kurinec, RFC®
Mike Zaino, RFC®

Higher Education Integrations
Staff Liaison: Vicki Caplinger
Lemuel W. Kornegay III, RFC®
Gregory Kurinec, RFC®


National Financial Plan Competition Committee
Coordinator: Vicki Caplinger / Judi Nelson
Case Narrative Author: Gregory Kurinec, RFC®

Nomination Committee
Staff Liaison: Vicki Caplinger
Lisa D. Ford, MRFC®
Lemuel W. Kornegay III, RFC®
Gregory Kurinec, RFC®

Strategic Alliance
Staff Liaison: Randy Kriner
Michael Markey, Jr., MRFC®
Frederick C. Ostermeyer, MRFC®
Lisa D. Ford, MRFC®
 

The IARFC continues to expand across the globe. This is accomplished in the following manner:

1)  Individual recognition of qualified individuals. Financial professionals from any country may apply for the RFC designation.  Approval is based on meeting the same standards as those in the U.S., with adjustments considering different institutions, educational courses, and licensing.

2)  Establishment of a national association chapter. As individual professionals become aware of the IARFC and its high standards, countries may establish a national chapter for support and education.
 

Additional Countries under the IARFC Headquarters Guidance:

Australia New Zealand
Bermuda
Kuwait
Netherlands
Puerto Rico
New Zealand
Thailand
Trinidad & Tobago

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