International Association of Registered Financial Consultants (IARFC)

Description

Provides credentials for qualified personal financial advisors, and support them with practice management, education, communication and marketing services.

The IARFC administers a five course curriculum in personal financial planning, centered around the process of planning and including the preparation of both modular and comprehensive personal financial plans.

Member benefits

Advisor Look-up on website, Professional Certificates, consumer brochures, individuallly modifiable websites, monthly Register newsletter, quarterly academic Journal of Personal Finance, annual Financial Advisors Forums in 5 countries.

Mission / Aims

Supporting financial professionals who help the public spend, save, invest, insure and plan for the future.

Principal activities

Education and continued practice management support for personal financial advisors; establishing and operating professional education and licensing schools - generally in cooperation with local universities.

Training / Licensing / Certification

We grant several designations, principally that of Registered Financial Consultant (RFC) to qualified applicants based on seven criteria: education, examination, licensure, experience, business conduct, ethics and continuing education.

We now also offer:

The Financial Planning Process(TM) course

Additional information

We have provisions on our website for consumers to initiate a compliment, or a complaint. The association has a complaint investigation process, and those for whom the designation is removed will be made public.