Financial Subject Matter Experts Needed for Committee Positions

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The Master Registered Financial Consultant Certification Board (MCB) is looking for Subject Matter Experts (SMEs) in financial services to serve on an exclusive committee tasked with maintaining the relevancy of the MRFC credential and the mandatory exam. Accredited by the National Commission of Certifying Agencies (NCCA) this past April, the MRFC Certification Program maintains a commitment to update the exam as a continual process.

We feel it is our responsibility to ensure the exam content is relevant. The SME Committee thus is an integral part of the accreditation program...MCB Chairman, Barry L. Dayley, MRFC.

Same as the SMEs who took part in the original development of the MRFC exam questions, these writers/reviewers will be asked to review current material and create new content in line with the MRFC Exam Blueprint Content – a surveyed outline of 13 areas representing the field of practice and knowledge of a financial consultant on a day-to-day basis.

Explicit SME Committee Responsibilities are to:

  • Review MRFC Blueprint Exam Content for out of date industry practices
  • Review exam questions for current practice relevancy
  • Create new questions for item bank
  • Attend Standard Setting meetings
  • Adhere to security guidelines in regard to MRFC exam content.

“While the MRFC Board of Directors are not permitted to be directly involved with question development,” advises Chairman Barry L. Dayley, MRFC. “We feel it is our responsibility to ensure the exam content is relevant. The SME Committee thus is an integral part of the accreditation program.”

This call to action by the MCB is truly an opportunity to serve with the recognition of being part a group that has the experience, knowledge and overall integrity of an “expert” in financial services. Continues Dayley…“For financial professionals, serving on the SME Committee is a way to give back to your own profession. We need your expertise and your willingness to participate.”

To offer your services in the role of a Subject Matter Expert, contact MRFC Certification Administrator, Charlotte Isbell (charlotte(at)iarfc(dot)org) for more details. The MRFC Blueprint can be found on the IARFC Association website

The International Association of Registered Financial Consultants (IARFC) is the parent company of the MRFC Certification Program. Founded in 1984, the IARFC’s mission is to serve, educate and train financial practitioners to help their clients “spend, save, invest insure and plan for the future to achieve financial independence and peace of mind.”

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