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Reference Material


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.
 

2014 Field Guide to Financial Planning                                         Foundations of Retirement Planning                
ISBN:  978-1-9398294-7-4                                                                ISBN:  978-1-932819-88-5
www.Amazon.com                                                                            www.Amazon.com                            

                                                                
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
https://store.iarfc.org/products/client-aquisition                        https://store.iarfc.org/products/gathering-information-1


The Client Engagement – Beginning the New Relationship       IARFC Code of Ethics
in the Most Professional Manner                                                   www.IARFC.org/GoverningDocuments
ISBN:  978-0-9796451-2-9                                                               
https://store.iarfc.org/products/client-engagement                                                                                                                                    
                                
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
                                                                                                             https://store.iarfc.org/products/implementation-and-monitoring
                                                                                                                                                                 

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
                                                                                                            www.Amazon.com


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
www.Amazon.com                                                                          www.Amazon.com


Financial Fitness for Life                                                                The Process of Financial Planning – Developing a Financial Plan
ISBN:  978-0793133611                                                                  ISBN:  0-87218-692-X
www.Amazon.com                                                                          www.Amazon.com