RFA®, RFC®, MRFCAn 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 clients unique set of circumstances.
IARFC designations/credentials are being used by individuals representing the broker/dealers nationwide, and also by agents of many of the nations' 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 recent graduates of an approved academic curriculum in financial services or financial professionals who have less than 3 years of experience in the financial services industry .
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FINRA RFA Link
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FINRA RFC Link
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FINRA MRFC Link
Become a RFA®, RFC®Experience
A minimum of three years of experience as a full-time practitioner in the field of financial planning or financial services. The RFA is offered to recent graduates of an approved academic curriculum in financial services or financial professional who have less than 3 years of experience in the financial services industry.
ONE OF THE FOLLOWING to satisfy the education requirement:
- One of the following professional designation: AAMS, CFA, CFP, ChFC, CLU, CPA, EA, LUTCF.
- A Series 65 Securities license or one of the following combinations: Series 6 & 63, Series 6 & 66, Series 7 & 63, Series 7 & 66.
- Life Insurance license.
- A Bachelors’ or advanced degree in Business, Finance, Economics, or a related field.
Applicant must have the required licenses necessary for their mode of practice.
Applicant must have a sound record of business integrity with no suspension or revocation of any professional designations or licenses. Must be in good standing with all licensing bodies and organizations.
Applicant must subscribe and adhere to the IARFC Code of Ethics.
Examination (MRFC Only)
Complete a proctored exam
Application and Fees
Complete the application in its entirety and submit appropriate application fee.
All RFA® and RFC® designated members must agree to devote a minimum of 40 hours every two years of professional Continuing Education in the field of personal finance and professional practice management. Four hours every two years must be devoted to ethics. Click here for more information on Continuing Education.
Annually provide assurance of continued compliance and operation.