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Be Part of the Judging: IARFC National Financial Plan Competition - May 1, 2014 - Register Today... call 800.532.9060

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Finalists Concur, Plan Co...


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Welcome:  The IARFC serves the professional advisors who help their clients wisely spend, save, invest, insure and plan for the future in order to achieve financial independence and peace of mind.

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Finalists Concur, Plan Competition is a Worthwhile Experience

Recently the IARFC hosted the semi-finals for the National Plan Competition in Middletown, OH via web conference. Three teams of students and their professors are now making plans for Las Vegas. When asked how worthwhile was the experience so far of competing in the Plan Competition, this is how a number of our finalists responded…

“I think this experience has been very worthwhile because I have learned a lot more about what it’s really like interacting with a client. I think the conference and the final presentation will also be a very worthwhile experience.” Jamie Pepin, Shepard University more... 


Financial Plan Competition

Education and Events

National Financial Plan Competition 
The IARFC National Financial Plan Competition. Awards brings both public and industry recognition to IARFC Members and incoming young professionals.

2014 Plan Competition Sponsors

Corporate Sponsors

Cetera Advisors  

Royal Alliance 

Individual Sponsors
Harvey Charbonneau, Michael Coy, Vicki Diggles, Enyi P. Enyi, Victor Ferreira, Christopher Hill, Alfred Joseph, Eileen Kohler, Brian Low, Robert Lorbeck, Patrick Lyman, Burnett Marus, Calvin Mendez, Fred Ostermeyer, Jeffrey Rattiner, Jeffrey Reitzel, Paul Schwabe, Mark J. Sheahan, Thomas Stark, Winston Williams

Jay Bailey, Jeffrey Bliss, Douglas Brown, Frank Eberhart, Art Farr, Donald Fortney, Steve Hsin, Andrew Kwittken, Robert Meints II, Rick Mueller II, Chris Roberts, Nick Royer, Scott Staschke, Rich Villers

Albert Coletti, Ed Morrow, Gary Padussis, Micah Shilanski

Les Anderson, Steve Bailey, Pete D'Arruda, Michelle Blair, Isabell Cooper, Lloyd Lowe Sr., Rosilyn Overton, Jon Rogers, Edward Skelly

CE@SEA™ June 15-22, 2014               
“Re-charge” your professional battery, with the ideas and personalities while cruising the Western Caribbean CE Units: RFC® 8

Financial Planning Process™ course
How are you going to make it? Let the IARFC help you with the proper training and resources.

Find out more about the IARFC workshops which help those in financial services improve their bottom line. Current workshops focus on Marketing to Business Owners, Branding and Drip Marketing. These very informative sessions are not just academic classes, attendees receive practical tools to take home and apply. Members can earn RFC CE credits and in some cases CFP credit.
Sign up today!

Financial Plan Competition              
The IARFC is honored to have established the Financial Plan Competition. The competition is open to undergraduate students enrolled in a curriculum of personal financial planning or financial services.



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