Qualifications to be considered for candidacy in the MRFC Certification Program:

Experience

Assert and document completion of a minimum of four (4) years of professional experience as a full-time practitioner in the field of financial services. Financial services can include investment planning/securities, financial planning, insurance planning, retirement planning, estate planning, tax preparation, bank and trust services, and CPA or Enrolled Agent.

Experience will be verified by checking state insurance licensing, SEC, and/or FINRA^® licensing history when applicable. Applicants whose experience is not able to be verified in this manner will be asked to provide a detailed resume or CV, in addition to contact information for their Supervisor or HR Manager. The MRFC Administrator will contact the Supervisor or HR Manager to verify the years of experience. Letters of recommendation verifying the experience may be submitted instead of contact information for the Supervisor or HR Manager.

Education

Assert and document achievement in ANY ONE of the areas below:
• One of the following professional designations: AAMS^®, CFA, CFP^®, ChFC^®, CLU^®, LUTCF^®, CPA, EA, RFC^®, AFC^® or completion of course requirements
• Series 65 securities license or one of the following combinations: Series 6 & 63, Series 7 & 63, Series 6 & 66, Series 7 & 66
• Life Insurance License
• Bachelors or graduate degree in the areas of Accounting, Economics, Finance, Financial Planning/Services

CE Requirements

Earn and submit documentation regarding the successful completion of forth (40) hours of professional Continuing Education every year. Two (2) hours every year must be related to the thical practices of a financial consultant.

Evidence of Licensing

Provide evidence of having satisfied licensing and registration requirements (for example, for registered representative, investment advisor representative, insurance agent, CPA, EA). Licensing and registration will be verified by using federal and state regulatory agencies. If the MRFC Administrator is not able to verify the information, the applicant will be asked to submit evidence of licensure or registration.

Business Integrity

Attest to the IARFC Ethics Code of professional conduct and a sound record of business integrity.

Apply

Complete the Application in its entirety, including acceptable responses to the Ethics Certification and Attestation, Privacy Policy opt-in/opt-out questions, the Certification of Accuracy, and the Agreement and Release Authorization, attesting to the truth of the assertions regarding professional experience and education, and commitment to abide by the IARFC Code of Ethics. The application must be accompanied by the current non-refundable application fee. Incomplete applications will not be reviewed.

Fees 

Submit the required examination fee.

Pass Exam 

Successfully pass the MRFC examination with a score of 70% or better.

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