Introducing the MRFC (Master Registered Financial Consultant)

September 29, 2014 by · Comments Off on Introducing the MRFC (Master Registered Financial Consultant)
Filed under: IARFC Posts 

If you have read the Register in the past year or two, you know that the IARFC has been proceeding down the Path to Accreditation. You’ve heard about the behind the scenes work the IARFC is doing in order to reach the goal.

The question we keep hearing from members is “WHY?” Why is the IARFC seeking accreditation. Why now, when the IARFC is in its 30th year, after having weathered the storm for so long.

These are questions that Amy Primeau, Domestic Membership for IARFC posed in her article in the September/October Register.

To understand why the IARFC is taking on such an ambitious project, read the entire article so you know the importance of this endeavor and how the IARFC is meeting the challenges of moving the Association forward.

New Issue – Journal of Personal Finance

September 24, 2014 by · Comments Off on New Issue – Journal of Personal Finance
Filed under: IARFC Posts 

This Fall brings a new issue of the Journal of Personal Finance. It is the first Journal produced by our new co-editors Wade D. Pfau, Ph.D., CFA, RFC® and Joseph A. Tomlinson, FSA, CFP™, RFC®.

This Volume 13 Issue 2 covers a variety of financial planning topics ranging from traditional survey research studies to articles in new groundbreaking areas such a optimization techniques for financial planning and neuroscience applications.

According to Dr. Pfau, “The lead article by Gordon Irlam on connecting retirement asset allocation to age and funded status has already drawn the interest from one Nobel laureate interested in retirement income, and it is just one of the many articles that could positively impact our profession

You will find the abstracts of all the articles on the Journal website.

IARFC members will be sent an electronic copy of the Journal as part of their member benefits. Hard copies are available to members and non-members through the IARFC store.

2015 National Financial Plan Competition Ramps Up

September 17, 2014 by · Comments Off on 2015 National Financial Plan Competition Ramps Up
Filed under: IARFC Posts 

Update September 2014…

Our first invites went out for the 2015 IARFC National Plan Competition. This time we are holding the finals in the Motor Speedway City of Charlotte, NC.

We are happy to report that 112 students from 11 different Universities have responded so far and we still have six weeks of registration to go. Great news in that the majority of the Universities interested are new. All in all it is a good showing for the first call for participants.

And sponsorship is doing well amongst the membership. If you wish to become a sponsor, please go to our website and sign on. This is a great way to give back to the industry – help those who are pursing a career in financial services.

Closing date for registration is October 31st.

Participating schools to date:

  • Bowling Green State University
  • Lehman College
  • Saint Louis University
  • George Mason University
  • Central Michigan University
  • Virginia Commonwealth University
  • University of North Texas
  • Lindenwood University
  • Utah Valley University
  • East Tennessee State University
  • University of Rhode Island