EDUCATION • EXPERIENCE • INTEGRITY
RFC® ® R FA
Life Insurance License Qualifies Education Requirement
The Registered Financial Consultant – RFC® Designation Registered Financial Associate – RFA® Designation are testaments to education, experience and integrity. In a world of constant economic, political, and social change, consumers engage the guidance of financial consultants to achieve financial security and independence. An RFC® or RFA® designation sets you above your peers as a qualified and trained professional that meets a high level of competency.
RFC®
RFA®
Experience
Experience
Education 1 of the following
Education 1 of the following
Examination
Examination
4 years of experience as a full-time practitioner in the field of financial services.
√ Bachelor’s or advanced degree in a related field √ Designation in financial services √ Securities license; Series 65 or combinations √ Life Insurance license
A proctored exam (MRFC only).
Licensing
Granted to recent graduates of an approved academic curriculum in financial services.
√ Bachelor’s or advanced degree in a related field √ Designation in financial services √ Securities license; Series 65 or combinations √ Life Insurance license
A proctored exam (MRFC only).
Licensing
Required licenses necessary for mode of practice.
Required licenses necessary for mode of practice.
Conduct
Conduct
Ethics
Ethics
Sound record of business integrity.
Adherence to IARFC Code of Ethics.
Sound record of business integrity.
Adherence to IARFC Code of Ethics.
Grow with US! Apply Today! Enhancing the professional skills of our members is an important part of IARFC strategic plan. The IARFC Ethics Approved Programs is designed to promote adherence to our Code of Ethics. This program scrutinizes the practice history of each member and will award recognition to those who serve the public’s interest when dealing with their financial future. Contact the IARFC for an application and a detailed listing of requirements.
International Association of Registered Financial Consultants 800.532.9060 • info@IARFC.org • www.IARFC.org
IARFC INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS