The IARFC Education Committee provides a suggested reference list as a resource that may be useful to supplement the education and experience related to competent performance as a Master Registered Financial Consultant. Candidates are encouraged to review resources and information in content areas where skills or knowledge may be weak. Questions requiring analyses, evaluation and interpretation may be based on facts found in references, but answering the questions may require application skills acquired during the candidate’s required years of experience.
The MRFC Certification Board does not recommend that candidates memorize all recommended references. The information tested on the examination pertains to the common body of knowledge which is delineated in the MRFC examination Content Outline.
The MRFC Certification Board does not endorse any particular text or author. This list is not intended to be inclusive, but reflects references used to support the test development process. Use of the references does not guarantee successful performance on the examination.
Client Acquisition – A Success Guide for Gathering Information – Establishing a Solid Foundation for
Financial Service Professionals Building Long-Term Security
ISBN: 978-1-4243330-0-4 ISBN: 978-0-9796451-1-2
The Client Engagement – Beginning the New Relationship IARFC Code of Ethics
in the Most Professional Manner www.IARFC.org/GoverningDocuments
Essentials of Annuities Implementation and Monitoring – Consistency in Plan
ISBN: 1-9328-1961-4 Follow-Up is Achieved Only with Systems
www.Amazon.com ISBN: 978-0-9828096-1-7
Foundations of Estate Planning Investments (McGraw-Hill/Irwin Series in Finance, Insurance,
ISBN: 978-1-932819-96-0 and Real Estate)
www.Amazon.com ISBN: 978-0077861674
Essentials of Life Insurance Products IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out
ISBN: 1-9328-1959-2 ISBN: 978-1-4133-1393-2
Financial Fitness for Life The Process of Financial Planning – Developing a Financial Plan
ISBN: 978-0793133611 ISBN: 0-87218-692-X