IARFC Board Meeting Focuses on Accreditation Process

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The International Association of Registered Financial Consultants (IARFC) played host to their Board of Directors for an annual meeting on March 13 at the National Headquarters in Middletown, Ohio. Nine Registered Financial Consultants (RFCs) were on hand to conduct Association business and plan the IARFC progress for the coming year.

2015 IARFC Board Members

Taking the exam in the testing phase would put you in a unique group of forward thinking professionals.... Board Director Michelle Blair.

The International Association of Registered Financial Consultants (IARFC) played host to their Board of Directors for an annual meeting on March 13 at the National Headquarters in Middletown, Ohio. Nine Registered Financial Consultants (RFCs) were on hand to conduct Association business and plan the IARFC progress for the coming year.

Those in attendance were: Peter J. D’Arruda of Capital Financial Advisory Group, LLC., Cary, NC; H. Stephen Bailey of HB Financial Resources LTD., Charlotte, NC; Michelle K. Blair of Diversified Financial Solutions, Medford, NY; Edwin P. Morrow of the IARFC, Middletown, OH; Rosilyn Overton of Mid-Atlantic Securities, Inc., Great Neck, NY; Jon N. Rogers of Rogers Financial Group LLC., Greenville, SC; Nick A. Royer of Group 10 Financial, LLC Orlando, FL; Angie D. Trandai of Trandai Financial Solutions, Orlando, FL; and newly elected Mayo Woodward of BB&T Scott & Stringfellow, Birmingham, AL.

Board members spent the previous day, May 12th judging the Semi-Finals of the National Financial Plan Competition. They selected three winning teams from Bryant University in Smithfield, RI and Winthrop University in Rock Hill, SC that will go on to compete in the Finals held in Charlotte, NC at the Charlotte Motor Speedway on April 30th. This activity by the Board supports the IARFC commitment to recognizing future financial professionals and their potential in the realm of financial services.

The first order of business on Friday morning was officer elections for the upcoming year. The newly elected IARFC officers are: Vice Chair - Nick Royer, President - Pete D’Arruda, Treasurer - Jon Rogers and Secretary - Michelle Blair. Other changes include Steve Bailey stepping into the role of Chairman replacing Ed Morrow who will continue as CEO.

In a day filled with reviewing financials, committee reports and the introduction of projects slated for the upcoming year, the Board focused on the importance of the 3rd party NCCA accreditation that is being sought by the IARFC. This project is the most ambitious undertaking in the past 10 years and will have tremendous impact on the Association and its members who choose to seek the designation of Master Registered Financial Consultant (MRFC). The path includes an exam-testing phase which needs 500 members to participate. Results from this phase will be critical in applying for final accreditation.

The Board is committed to supporting all efforts towards this accreditation goal and feels this will raise the bar for its members – setting them apart from their peers. IARFC Board Director, Pete D’Arruda put it succinctly - “Credibility Builds Credibility.” Collectively accreditation is viewed as a major step in increasing consultant status and a recognition of the MRFC designation as a “gold standard.”

Visit the IARFC website for the more information on the new IARFC Board, the National Financial Plan Competition and the IARFC Path to Accreditation.

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Wendy Kennedy
IARFC
+1 (800) 532-9060 Ext: 308
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Susan Cappa
IARFC
(800) 532-9060 306
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