A Growing Global Community
Designated Professionals
Assurance of the Highest Principles
An IARFC designee or credential holder indicates a qualified and trained professional who has
worked diligently to gain and maintain a high level of competency and ethical behavior. These financial
consultants represent high levels of professional standards in the financial services Industry.
Commitment to Excellence
IARFC designations/credentials are earned by individuals representing broker/dealers nationwide
and by agents of the nation’s largest and most well-known insurance and annuity companies. The
Association stands ready to request any firm to review, accept, and support the use of IARFC designations/credentials. This commitment to excellence – an RFA®, RFC® designation, or an MRFC® credential supported by the Association that continually demands an adherence to ethical practices
and continuing education.
Growth and Development
Members set themselves apart as qualified financial consultants by keeping up with the advancements
in financial services. Consultants look to the Association for support in facing the future
trends of the industry. Members continually prove their commitment to progress by renewing their
designations/credentials and meeting the requirement of continuing education. The IARFC meets
their commitment to the consumer by continually checking members’ adherence to ethical practices.
RFA® Designation
The Registered Financial Associate (RFA®)
Awarded to financial consultants who have 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.
Learn more |Online Application | Fillable PDF | FINRA RFA Link
RFC® Designation
The Registered Financial Consultant (RFC®)
Awarded to financial consultants who have a minimum of three years of experience as a full-time practitioner in the field of financial planning or financial services and who meet the high standards of education, experience, and ethics.
Learn more | Online Application | Fillable PDF | FINRA RFC Link
MRFC® Credential
The Master Registered Financial Consultant (MRFC®)
A credential awarded to financial consultants with a minimum of four years of experience as a full-time practitioner in the field of financial planning or financial services, who pass a comprehensive exam and who meet the high standards of education, experience, and ethics.
Learn more | Online Application |Fillable PDF |FINRA MRFC Link