Membership Application

Create An Account / Save Your Application

If you would like to create an account with the IARFC, your application will be automatically saved as you complete it and you will be able to log back in at any time to complete it.

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No thanks, proceed to the application.

Membership Type (Choose One)

Registered Financial Association - RFA^®

Less Than 3 Years Experience

Nonrefundable Application Fee

$100

Designation/Association Fee^*

$150

Total Payment

$250

^* Renews Annually

Registered Financial Consultant - RFC^®

3 Years or More Experience

Nonrefundable Application Fee

$100

Designation/Association Fee^*

$315

Total Payment

$415

^* Renews Annually

Association Member

No Experience

Nonrefundable Application Fee

$100

Association Fee^*

$100

Total Payment

$200

^* Renews Annually

Personal Information

Please provide your name exactly as you want it to appear on your Certificate, excluding degrees or designations

Date of Birth:

Company Information

Main Business Country:

Main Business Address:

Main Business City:

Main Business State:

Main Business Zip:

Primary Phone*:

Type of Phone:

Secondary Phone:

Type of Phone:

Other Phone:

Type of Phone:

Fax:

Website:

Business Email:

Home Email:

Second Business Location Information

Is there a second business location? No Yes

Second Location Location Country:

Second Location Address:

Second Location City:

Second Location State:

Second Location Zip:

Home Information

Where Should We Send Mail?

Experience

Required Experience: Association Member - none. RFA^® - Less Than 3 Years. RFC^® - Minimum Of 3 Years.
How many years experience do you have as a full time practitioner in the field of financial planning or financial services?

Years

Years

Education

Please check all Professional Designations/Credentials, and complete your Education Background.
Education criteria requires an applicant to assert and document achievement at least one of those areas.

Professional Designations/Credentials

AAMS^®

CFA

CFP^®

ChFC^®

CLU^®

CPA

EA

LUTCF^®

Other

Licenses

Educational Background

Please list all schools since high school. Evidence of license, diploma, transcripts, licenses, or documents may be requested. You need not submit evidence with application.

School, City, & State

Graduated
No Yes

Major

Degree

Attestations (please read carefully)

I hereby certify that I have read and understand the foregoing statements and that my responses are true and complete to the best of my knowledge.
I hereby apply for IARFC membership and, in consideration of my application, I submit myself to the jurisdiction of the IARFC and hereby verify that I agree to abide by all the provisions of the By-Laws and regulations of the IARFC as they are and may be amended. I agree to comply with all such requirements, subject to right of appeal as provided by law. I agree that any decision as to the result of any exam(s) that I may be required to pass or annual Continuing Education (CE) requirements will be accepted by me as final.
I further agree that neither the IARFC nor its Trustees, Directors, Officers, or employees shall be liable to me for action taken or omitted in official capacity or in the scope of employment, except as stated in the IARFC By-Laws.
I hereby certify that I have a sound record of business integrity with no suspension or revocation of any professional licenses, and I hereby adhere to the IARFC Code of Ethics, a copy of whichI have read and understand.
It is agreed and understood that any material misrepresentation of facts or information given in this application or subsequent renewals may be cause for immediate revocation of IARFC membership or designation and all its privileges, without refund of any dues or fees paid.
I understand that failure to disclose any regulatory event, including suspensions or revocations, may disqualify me from initially obtaining the RFC^® or RFA^® designation or could result in revocation of the designation.
I understand and agree that my RFC^® or RFA^® designation with the IARFC will not become effective until I have met all the eligibility requirements.
I understand that all IARFC certificates of designation remain the property of the IARFC and must be destroyed or returned to the IARFC should my membership or designation be suspended or terminated.
I understand that continuation of the RFC^® or RFA^® designation requires the successful awarding of forty (40) units of financial services focused CE credits every two years — of which 4 units every two years must be related to Professional Ethics commencing the January of the year following initial acceptance.
I authorize the Association to make available to any federal, state or municipal agency, or anysecurities or commodities industry self-regulatory organization, any information they may have concerning me or to request confirmation of my status, and I release those organizations, employees and agents, from any and all liability of whatever nature by reason of furnishing such information.
I further agree that my contact information contained in this application be divulged to interested parties as part of the member profile on the IARFC website for the benefit of members and the public.
I understand that if I do not meet the required professional experience of 3 years for the RFC^®, the IARFC will qualify and award me the RFA^® designation. RFA^® designation converts to the RFC^® upon completion of three years of experience.
I understand that for except for my designation status, written authorization by me is required to release my information.

Additional Information

How did you learn about the IARFC?

Would you like to recommend a colleague?

I attest that I have read and understand the above, that the information I have provided is complete and accurate to the best of my knowledge and belief, and I further understand that my IARFC membership and/or designation may be revoked if I provided any false or incomplete information. Signature of Application (Type your full name)
Application Date: 12/4/2024

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