Education & Events


The IARFC is proud to host its Annual Meeting April 27-28, 2022 at the Cincinnati Westin for IARFC Trustees, Board Members, Award Recipients and the National Financial Plan Competition.

On April 27 the IARFC Board of Trustees and US Chapter Board will convene for their Annual Meeting. The following day April 28 the IARFC Boards will participate in the judging of the National Financial Plan Competition finals.  The evening of April 28 the IARFC will host an Awards Banquet to honor recipients of the Loren Dunton Memorial AwardFounder’s AwardAmbassador AwardMembers Award, and the National Financial Plan Competition winners.  

We hope that you will support your IARFC by nominating members for the Awards and participate in the National Financial Plan Competition by donating. Get involved with the IARFC contact us at: info@iarfc.org or (800) 532-9060.



The IARFC National Financial Plan Competition is open to undergraduate university students who are enrolled in a financial services curriculum. From a fictional case narrative, the students are requested to craft a financial plan for judging.

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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.

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2019 Gaylord Opryland Conference

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. 

Join us for the 2019 Gaylord Opryland Conference and National Financial Plan Competition to be held at the Gaylord Opryland Resort and Convention Center in Nashville, Tennessee.

Learn More About the 2019 IARFC Gaylord Opryland Conference


The IARFC invites you to our 2018 Biltmore Conference, in Asheville, NC. We are offering a 2-day schedule of CE programs, vendor displays. AND the opportunity to judge the finals of the National Financial Plan Competition.

Learn More About the 2018 Biltmore Conference

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