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IARFC... International Association of Registered Financial Consultants

Become A
Registered Financial Consultant
(RFC)
International Association of Registered Financial Consultants

The prestigious, highly prized Registered Financial Consultant (RFC) designation is the undisputed professional credential for those serious financial professionals who are dedicated to helping families to spend, save, invest, insure, and plan for the future. The designation is awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members. (Brochure)

Membership Fee $195 (first year), Annual Renewal Fee $150

International Association of Registered Financial Consultants

The IARFC is a non-profit professional credentialing organization of proven financial professionals formed to foster public confidence in the financial planning profession, to help financial advisors exchange planning techniques, and to give deserved recognition to those practitioners who are truly committed to ethical standards and continuous professional education. The IARFC has no preference as to how an advisor is compensated and supports... Fee-Only, Commission Only, Fee and Commission, and Salaried Planners. (About the IARFC)

Minimum Requirements for the ‘RFC’ Designation

Experience... Applicant must have a minimum of four years of experience as a full-time practitioner in the field of financial planning or financial services.

Education... Applicant must have earned a baccalaureate or graduate degree in financial planning; or services with strong emphasis on subjects relating to economic, accounting, business, statistics, finance, and similar studies; or have earned one of the following professional degrees or designation: AAMS, CFA, CFP®, ChFC, CLU, CPA, EA, JD; or completed an IARFC or CFP® approved curriculum at an accredited college or university; or, complete the approved curriculum through the Insurance Pro Shop. (See Below)

Examination... The educational curriculum must have included an examination process. If not, an experienced candidate must pass the RFC challenge examination.

Licensing... Applicant must have met local licensing requirements securities, life and health insurance; or an applicant who is a fee-only planner and is not licensed must submit information on the applicant’s RIA or ARIA affiliation or business conduct procedures.

Conduct... Applicant must have a sound record of business integrity with no suspension or revocation of any profession licenses.

Ethics... Applicant must subscribe and adhere to the RFC Code of Ethics.

Continuing Education... All members must agree to devote a minimum of 40 hours per year of Professional Continuing Education in the field of personal finance and professional practice management.

Re-Certification... Annually provide assurance of continued compliance and operation.

Earning the ‘RFC’ Designation through the Insurance Pro Shop

To earn the RFC Designation through the Insurance Pro Shop, you must meet the above minimum requirements, with the following...

These specialized ‘turnkey’ marketing and sales systems and the TAST boot camp are for those advisors and planners who primarily receive commissions for their services. Those advisors who are ‘fee only’ planners or are making the transition to ‘fee only’ planning will want to invest in and attend the Financial Planning Process™ course from the IARFC.

Important Note: Currently the Trusted Adviser Success Training meets the educational and testing requirements for the RFC designation, subject to you meeting the experience, ethical standards and becoming a member of the International Association of Registered Financial Consultants. As of January 1, 2014 there will be additional educational and testing requirements for the RFC designation. 

Lew Nason helps advisors at the Trusted Advisor Success Training to fine tune their
marketing and sales skills, while earning for the RFC designation from the IARFC,

International Association of Registered Financial Consultants

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you will duplicate the results stated here. You recognize any business endeavor has an inherent risk for loss of capital.