HOME  >  PROFESSIONALS  >  DESIGNATED PROFESSIONALS

Designated Professionals

An IARFC designation or credential indicates a qualified and trained professional who has met a high level of competency. 

Set yourself apart as an RFA®, RFC®, or the MRFC® - a qualified consultant helping clients understand the various options and nuances of financial services, and who is capable of developing a customized financial plan that fits their client's unique set of circumstances.

IARFC designations/credential are being used by individuals representing the broker/dealers nationwide, and also by agents of many of the nation's largest and most well-known insurance and annuity companies. If necessary, we will be pleased to assist in requesting a firm to review, accept and support the use of the IARFC designations.
 


The Registered Financial Associate (RFA®) is a designation awarded by the IARFC to financial consultants who meet the high standards of education, experience, and ethics. The RFA is offered to Financial Professionals with less than three years of financial service industry experience or a Bachelor’s or graduate degree in financial planning from an institution offering a professional designation equivalent curriculum.

Click here to learn more
Apply Now
FINRA RFA Link


The Registered Financial Consultant (RFC®) is a professional designation awarded by the IARFC to financial consultants who meet the high standards of education, experience, and ethics. A minimum of three years of experience as a full-time practitioner in the field of financial planning or financial services.

Click here to learn more
Apply Now
FINRA RFC Link


The Master Registered Financial Consultant (MRFC®) is awarded by the IARFC to those financial professionals who can meet the high standards of education, experience, ethics, and examination. Financial Consultants who obtain the MRFC are be held to the standards set forth by IARFC.

Click here to learn more
Apply Now
FINRA MRFC Link