Practice-Oriented Planning Course

Every advisor needs a steady flow of high-caliber new clients. With the right tools, this will be achieved by implementing a stress-free referral process.

The IARFC now offers a curriculum proven to increase advisor revenue through efficient client acquisition. The six part course includes emphasis on developing a consistent marketing plan, prospecting and conducting an effective client engagement. It follows the planning process and addresses data collection, analysis, developing recommendations and how to produce a high-quality, well-understood comprehensive plan.

Financial Planning Process™

The Financial Planning Process™ course features tools and training that enable you to: Beat Your Competition, Increase Referrals, Enhance Your Client Base, Improve Brand Recognition.

FPP-101 Client Acquisition

FPP-102 Marketing Plan Development

FPP-103 The Client Engagement

FPP-201 Information Gathering

FPP-202 Plan Development

FPP-203 Problem Identification/Development of Recommendations

When a student has successfully completed all 100 level courses and passed the matching exams, they will receive the RFA® designation. Upon completion of all 200 level courses and exams, they will be eligible for the RFC® designation.

Students may take the courses in any order or combination. However, designations will only be conferred upon completion of all required tests (100 series for RFA®, Both 100 and 200 series for the RFC®).

IARFC members benefit from the FPP course. Be on the cutting edge by improving and honing your skills by systamizing your practice and delivering professional Financial Plans.

Receive a certificate of completion and CE credits along with full year annual membership fees waived upon completion. Contact Us Today 800 532 9060

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