Beginning September 1, the International Association of Registered Financial Consultants (IARFC®) is requesting nominations for the 2023 Loren E. Dunton Lifetime Achievement Award. The nominated individual must meet a set of criteria which reflects the values of Loren Dunton and his dedication to improving the financial services industry.
MIDDLETOWN, Ohio, August 30, 2022 /PRNewswire-PRWeb/ -- Generally regarded as the "Father of Financial Planning", Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement including the formation of associations, magazines, colleges, university programs, and foundations. He was able to use his experiences to frankly explain what all financial advisors now recognize – "that the ethical sales of financial products and the delivery of competent advice is a noble calling." Loren Dunton was a man of vision who cared deeply about both financial consultants and consumers.
In order to fulfill the Dunton Award criteria, nominees must:
Hold a professional designation or credential (i.e. RFC®, MRFC®, ChFC®, CFP®, CLU®, CPA/PFS, CEBS, MSFM, MSFS, or Doctoral degree, etc,);
Published articles, journals, books, etc. on financial topics;
Provided outstanding service or leadership in the financial services industry;
Promoted/participated in financial education, either to the public or to members of the profession;
Demonstrated effectiveness in carrying the message of responsible financial stewardship to the public;
Adhered to the IARFC Code of Ethics and have a sound record of business integrity with no suspension or revocation of any professional license.
Candidates are reviewed, voted on, and officially announced by the IARFC. The Committee consists of prior Dunton Award Recipients: Committee Chair:
- Dr. H. Stephen Bailey, MRFC® - (2010);
- Monroe Diefendorf Jr., RFC® - (2021);
- Barry Dayley, MRFC® - (2020);
- Rosilyn Overton, MRFC® - (2019);
- Dr. William Gustafson - (2018);
- Ric Edelman, RFC® - (2017);
- Dr. Jerry W. Mason - (2016);
- Dr. Jon M. Rogers, MRFC® - (2015) and
- Bill Carter, RFC® - (2006).
"Receiving the Dunton Lifetime Achievement Award is testimony to an individual's contribution to the financial services industry," commented Dr. H. Stephen Bailey, MRFC®. "Nominated individuals will have performed outstandingly in the profession and will have given back to the financial community in the same manner as Dunton himself. We welcome all recommendations for worthy candidates."
A nomination form may be downloaded for submission. For additional questions, contact IARFC Team Member Charlotte Isbell, the Committee Liaison. Nominations must be received by September 30, 2022. More information on the Dunton Award can be found at IARFC website.
Susan Cappa, IARFC, 513 424 1589, [email protected]