Registered Financial Consultant (RFC)

• Financial Planning Process
  
• Insurance Planning
  
• Retirement Planning
  
• Investment Planning
  
• Income Tax Planning
  
• Estate Planning

• At the completion of the self-study process, candidates are required to take an untimed, 150-question multiple choice exam (takes approximately 3-5 hours)
  
• The exam may be taken at any time, anywhere, as convenient for the candidate
  
• A financial calculator is required in order to answer some of the time-value of money questions
  
• The candidate nominates a Proctor who agrees to administer the exam and mail it in upon completion for grading
  
• The Proctor may be a business associate, but not a member of the candidate's immediate family

• Candidate either has attained a professional designation (i.e. CLU, ChFC, and CFP), or has earned a baccalaureate or graduate degree in financial planning with strong emphasis on subjects relating to economics, accounting, business, statistics, finance and similar studies; this granting institution must offer an IARFC-approved or CFP equivalent college curriculum and be an accredited college or university
  
• Met four years of experience, providing evidence of having met license requirements for securities plus life and health insurance, or submits RIA affiliation information
  
• Candidate must have a sound record of business integrity with no suspensions or revocation of any professional licenses
  
• Designees must subscribe to the IARFC Code of Ethics
  
• Designees must submit an annual renewal including $100 in dues

Find Self-Study, Online, Or Classroom Courses In Your Area Designations/Certifications Improve your knowledge and industry standing! Continuing Education CE courses to maintain your license or designation! Professional Development Products & Services to help manage and grow your career! - Select Subject - AIAF - Associate in Insurance Accounting and Finance AIF - Accredited Investment Fiduciary® AIFA - Accredited Investment Fiduciary Analyst® APA - Associate in Premium Auditing CAIA - Chartered Alternative Investment Analyst CAS - Certified Annuity Specialist CCPS - Certified College Planning Specialist CES - Certified Estate and Trust Specialist for Financial Advisors CFA - Chartered Financial Analyst CFDS - Certified Financial Divorce Specialist CFP - Certified Financial Planner CFS - Certified Funds Specialist ChFC - Chartered Financial Consultant CIA - Certified Internal Auditor CIS - Certified Income Specialist CISA - Certified Information Systems Auditor CMA - Certified Management Accountant CMPS - Certified Mortgage Planning Specialist CPA - Certified Public Accountant CSA - Certified Senior Advisor CTP - Chartered Tax Professional CTS - Certified Tax Specialist EA - Enrolled Agent Estate Planning/Trusts FCPA - 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