RFC

REGISTERED FINANCIAL CONSULTANT (RFC)

Registered Financial Consultant has met the qualifications required to serve the public effectively, and moreover, is committed to essential professional continuing education. You can’t delegate your job, career, civic or family responsibilities – but you can obtain qualified, professional financial advice and service.

What is the RFC Designation?

The Registered Financial Consultant (RFC) is a professional designation awarded by the International Association of Registered Financial Consultants to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.

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.

Because there are no consistent licensing requirements for the various persons who call themselves “financial planners” the public has a critical need for a method of distinguishing the qualified and dedicated financial advisor.

RFC Examination Process

The comprehensive RFC examination covers a wide range of subject matter; Principles of Personal Finance, Debt and Cash Flow Management, Employee and Government Benefits, Annuities, Securities, Investments and Asset Allocation, Life, Health and Casualty Insurance, Education and Special Needs Funding, Estate Planning, Survivor Income Needs Analysis, and Retirement Income.

RFC continuing education requirements:

Each IARFC member must complete 40 units of professional Continuing Education (CE) every year. The Association firmly believes that in order to effectively counsel and serve clients, it is necessary for the financial advisor to aggressively maintain professional skills and knowledge in a rapidly advancing society.

Mark Fissel, partner and cofounder of Beacon Hill Investment Advisory, achieved the right to use the RFC designation in financial planning. The RFC process shows the commitment that Mark has made to the financial planning industry and to his clients.