Existing members login here. Not yet a member? See our Membership page to join. The IARFC offers a wide variety of member benefits in addition to those which are most obvious:
A recognized credential - RFC
Professional exchange of ideas
Referral of prospective clients
Our objective is to offer benefits to assist the practice and professional growth of the Registered Financial Consultant, in keeping with our organizational mission of: Helping the financial consultant do a better job.
The Register. A practitioner-oriented financial newsletter written and distributed monthly by the IARFC. The Register includes practitioner profiles, articles, interviews, book reviews and practical practice management, client service and marketing recommendations.
Journal of Personal Finance. A quarterly professional journal with reviewed papers from academicians and extended articles from practitioners. The Journal is available to libraries, universities, the community of financial practitioners and distributed to all IARFC members in the U.S.
Annual Financial Advisors Forum. This is a three-day high-level conference for IARFC members and financial practitioners. In 2006 it will be held again (at members' choice) in Middletown, Ohio, at the Manchester Inn & Conference Center. The dates are Thursday, May 11 - Saturday, May 13. The full program has not yet been announced, but the following speakers are confirmed: Charles "Tremendous" Jones (recognized by the National Speakers Association as the most outstanding motivational speaker of all time) Mehdi Farkazadeh (highly respected financial advisor/insurance producer with Met Life Financial) and Norman Levine (past president of NAIFA, MDRT and GAMA) a legendary producer and manager in insurance and financial services.
Annual Educational Cruise/Conference. Organized by IARFC members and available at very attractive prices. CE credits, generally 12-14, are provided. Past cruises have included the Caribbean islands, Panama Canal, Alaska, Western Caribbean, the Mediterranean, Russia/Scandinavia and Bermuda. Plan now to join us on Carnival Victory 7 day Fall Foliage Cruise through New England and Canada. We depart from New York City on September 16 to September 23. Experience the glory of northeastern autumn. We will visit marketplaces in Boston, explore Portland Maine, and Sydney, Nova Scotia. You will receive 12-14 CE credits and network for the entire week with the leading financial advisors in the profession. The vessel returns on September 24. In 2007 the Cruise/Conference will depart from Vancouver, BC and journey to Alaska.
Financial Planning magazine. The oldest and most respected publication in the industry. When IARFC membership is approved this subscription is initiated and continued at no charge, providing the member periodically "requalifies" by providing the publisher with practice information. The magazine includes timely articles about investments, practice techniques and valuable industry surveys.
Financial Insider. An 8-page, full-color, consumer-oriented financial newsletter produced by Liberty Publishing. This provides an excellent, usable copy for the members. It may be purchased at a member discount and distributed by mail to clients and prospects. Liberty also offers a mailing service.
20/20 Newsletter. A 4-page, full color newsletter, also produced by Liberty Publishing. Excellent copy for distribution to clients and prospects. Quantities may be purchased by IARFC members at special discount.
Boxes By Pandora. Premier quality cherry boxes, Document File Cabinets, metal strong boxes and wallets for policies and investments. Delivering these elements to clients helps establish a higher level of service - with subsequent appreciation and referrals. Special IARFC member pricing and features.
Professional Liability Reduction. Each IARFC member is encouraged to join the Financial Advisors Legal Association which will immediately come to their aid in the event of a regulatory or legal action.
Compliance Services. Available to all members at a special rate from Financial Planners Assistance Corporation. This includes Registered Investment Advisor filings, audit, preparation, record systems and due diligence. These services are provided by veteran compliance attorney, Jeffrey Kelvin, JD, LLM.
