On The Path to Accreditation MRFC Certification Board is “On Board”
MRFC Certification Board Nicolas Pologeorgis, Ph.D, LUTCF, RFC® — Shepherd University, Shepherdstown, WV Louise Fallica, RFC® — Design Capital Planning Group, Smithtown, NY Edward Skelly, CLU, ChFC, RFC® — Sterling Financial Partners, Ashburn, VA Burton Stewart, RFC® — Stewart and Company, Raleigh, NC Julie Friend — The National Support Company, New Milford, CT
Progress! The MRFC Certification Board, duly elected by the IARFC membership last Fall, is in place and ready to delve into their accreditation ToDo list. Their first orientation meeting was with the IARFC accreditation team at the home office on October 30th via GoToMeeting. On the
agenda were many housekeeping tasks — one of which was to determine a Chairperson. Dr. Nicolas Pologeorgis from Shepherd University graciously agreed to fill that role. Amy Primeau of the IARFC Accreditation Team is the Liaison between the Certification Board and the IARFC.
A Separate Entity What is important to remember is that the MRFC Certification Board is a separately functioning department of the IARFC (not to be confused with the IARFC Board of Directors.) It was established by the IARFC By-Laws to operate and oversee the MRFC Certification program. Additionally it will provide input to the IARFC Board of Directors on the status of the MRFC designation as the process moves along the next two years and post certification award. Mission Statement The mission of the MRFC Certification Board is to provide an ongoing benefit to the general public by granting and recertifying the MRFC designation and upholding it as a standard of excellence for ethical, valued, competent and client-focused financial consultants. Core Objectives: The objectives are three fold: 1. Protection of the public interest. The MRFC Certification Board maintains standards that reflect the current job responsibilities of a financial consultant. It provides a pool of well-qualified financial professionals and ensures that the designees are adhering to the IARFC Code of Ethics.
The Register | January-February 2015
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