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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. 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

In commemoration of Loren Dunton’s achievements, the IARFC honors professionals who have made significant contribution to the industry.
 

FOUNDER’S AWARD

Presented to those who have delivered significant service to the operations and growth of the IARFC.
 

AMBASSADOR AWARD

The IARFC Ambassador, both US and internationally based, endeavors to represents their chapter in carrying out the mission of the IARFC.


 

MEMBER AWARD PROGRAM

Presented annually in appreciation to top IARFC members who have brought the most new qualified professional consultants that join the ranks of the Association.  

LOREN DUNTON MEMORIAL AWARD

Generally regarded as the “Father of Financial Planning”, Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement. Dunton developed associations, magazines, colleges, university programs and foundations. He used his experiences to frankly explain what all financial advisors now recognize - that the ethical sales of financial products and the delivery of competent advice is a noble calling. Loren Dunton was a man of vision who cared deeply about both financial consultants and consumers. The Loren Dunton Memorial Award was first conferred in 2000 at the IARFC Financial Advisors Forum. The selection committee has strived to honor consultants who have demonstrated effectiveness in carrying the message of responsible financial stewardship to the public, and have high ethical and professional standards.

Loren Dunton Memorial Award Criteria

  • Hold a professional designation (i.e. ChFC, CFP, CLU, MRFC, RFC®, CPA/PFS, CEBS, MSFM, MSFS, or Doctoral degree, etc.)
  • Published on financial topics (articles, journals, books, etc.)
  • Must have provided outstanding service or leadership in the financial services industry.
  • Promoted or participated in some aspect of financial education, either to the public or to members of the profession.
  • Demonstrated effectiveness in carrying the message of responsible financial stewardship to the public.
  • Must have high ethical and professional standards subscribing and adhering to his or her professional Associations’ membership Code of Ethics, and/or have a sound record of business integrity with no suspension or revocation of any professional license.
Loren Dunton Award Committee
Chair
H. Stephen Bailey, MRFC  (2010 recipient)

Members
Lester Anderson, RFC® (2014 recipient)
Bill Carter, RFC® (2006 recipient)
Ric Edelman, RFC® (2017 recipient)
Jerry W. Mason (2016 recipient)
Jon M. Rogers, MRFC (2015 recipient)

Staff Liasion
Wendy M. Kennedy


 

Download The Dunton Award Nomination Form and Criteria

2018 Recipient - William "Bill" Gustafson, Ph.D.

The IARFC A. William “Bill” Gustafson, Ph.D. as the 2018 recipient of their Loren Dunton Memorial Award. This award honors a person who has made a substantial contribution to the financial services profession and/or the financial interest of the public. 

Dr. Gustafson will be presented the Loren Dunton Memorial Award during the 2018 IARFC Biltmore Conference banquet on April 18th by industry leader and 2017 award recipient Ric Edelman, RFC® of Edelman Financial. 

“We are truly excited to welcome Dr. Gustafson to the Biltmore Conference,” commented IARFC Chairman and CEO H. Stephen Bailey, MRFC. “Honoring the roles of the people whose life’s careers promoted our profession and the vision of Loren Dunton is indeed a privilege.”
 

Past Recipients

2017    Ric Edelman
2016    Jerry W. Mason
2015    Jon Rogers
2014    Lester Anderson
2014    Kai Yuan Tu
2010    H. Stephen Bailey 
2010    Richard Wu
2009    Jack Gargan 
2009    Teresa So
2008    Choo Siak Leong
2008    Mehdi Fakarzadeh

 

2007    Ralph Liew
2007    John P. Walsh
2006    Bill E. Carter
2006    Samuel Yung
2005    Jeffrey Chiew
2005    Edwin P. Morrow II
2004    Vernon D. Gwynne
2004    Liang Tien Lung
2003    Alexandra Armstrong
2002    John B. Keeble
2001    Donald Ray Haas
2000    Ben Baldwin 

Founder's Award

This Award is made in honor of the founder of the IARFC, John J. Gargan. It is presented to persons who have delivered significant service to the operation and growth of the International Association of Registered Financial Consultants.

  • Past or present Board Director, Officer or Committee Member
  • Professional designation or credential holder awarded by the IARFC
  • Clean regulatory record
  • Member of good standing for a minimum of 5 years
  • Adhere to the IARFC Code of Ethics
  • Most importantly, they must have contributed to the growth of the IARFC membership by referring members and by holding or attending events that additionally help expand (above and beyond) the visibility of the Association.

Download The Founder's Award Nomination Form

2017 Recipient - Rosilyn Overton

We are proud to recognize Dr. Rosilyn Overton, Ph.D., CRPS, LTCP, CFP®, MRFC of Mid-Atlantic Securities, Inc. in Great Neck, NY with their Association Founder’s Award. In honor of the IARFC Founder John J. Gargan, this tribute is presented to members who have delivered significant service to the operations and growth of the International Association of Registered Financial Consultants.




 

Ambassador Award

Ambassador Award


IARFC is pleased to announce the Ambassador Award.  This Award is bestowed on those members who have selflessly supported the IARFC mission, through extraordinary efforts, of time, service, and dedication. The Ambassadors Award is an International Award to be awarded by each IARFC Chapter Annually. The 2018 and initial year of Ambassador Award reciipients were selected by the IARFC US Chairman.

Ambassador Award Criteria
  • IARFC Member with more than 1 year of membership.
  • Currently, ethically approved status or in good standing.
  • A professional associate that has successfully supported the goals of the Association and has served with extraordinary efforts of time, service and dedication.

Ambassador Award Committee
Chair
Jon M. Rogers, MRFC

Members
IARFC Chapter Leaders US and International (each Chapter chooses their own Ambassador, as listed in the Criteria)

2018 Recipients will be honored at the Biltmore Conference, in Asheville at the Biltmore Estate, April 17-19, 2018
 

United States China Hong Kong/Macau Malaysia Philippines Taiwan
Michelle K. Blair, RFC®
Isabel Cooper, RFC®
Jon M. Rogers, MRFC
Ben Liang
JJ Liang
Liang Tien Lung, RFC®
Teresa So, RFC®
Allan Wan, RFC®
Samuel W.K. Yung, RFC®

 
Jeffrey Chiew, RFC® Ralph Liew, RFC®

Ismael DL. Melendres, Jr.

RFC®
Kai Tu, RFC®

 

Download The Member Program

Members Award Program


Membership Award for Dedication to Association Advancement

Presented annually in appreciation to top IARFC members who have brought the most new qualified professional consultants that join the ranks of the Association. 


2017 Recipients



Dayley, Barry
First Place Barry L. Dayley, MRFC

Masterson, Sr., Patrick
Second Place, Patrick Masterson, Sr., RFC®


Third Place, Christopher J. Dixon, RFC®


Third Place, Chris Dantin, RFC®