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Designated Professionals

RFA®, RFC®, MRFC 

An IARFC designation sets members above their peers as qualified and trained professionals who have met a high level of competency. 

Set yourself apart with the MRFC , RFC® or the RFA® designation, conveying you are a consultant who is qualified to help clients understand the various options and nuances of financial services, capable of developing a customized plan services that fit their unique set of circumstances.

IARFC designations 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 IARFC is waiting to help you move forward and enhance your practice. Designations are a means of separating yourself from the crowd. They show your commitment to excellence and a continuing desire to provide your clients with the highest level of expertise. 
 

The Master Registered Financial Consultant (MRFC) 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.

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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.

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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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REQUIREMENTS

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.

Education
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.
(Education requirement can also be met by completing the entire course requirements for one of the designations listed above.) 

Licensing
Applicant must have the required licenses necessary for their mode of practice. 

Conduct
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.

Ethics
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.

Continuing Education
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. 

Re-Certification
Annually provide assurance of continued compliance and operation.