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Registered Financial Consultants


There are over 80 designations conferred by universities, organizations and associations.  Some are indicative of having passed a few educational courses, others require little more than payment of an annual fee.  But most of the designations are designed to demonstrate an intellectual achievement and ongoing professional competence.

The International Association of Registered Financial Consultants is a non-profit professional organization that confers several designations, including that of Registered Financial Consultant - RFC.  Those eligible for the RFC designation must pass seven criteria:


  • Education - courses thoroughly covering 6 major areas of personal finance
  • Examination - one or more examinations to test knowledge acquisition
  • Ethics - an Ethics Code standard and history of ethical conduct
  • Experience - a minimum of four years of professional experience
  • Business Conduct - an unblemished record of legal business conduct
  • Registrations - appropriate securities, investments and advisor registations
  • Continuing Education - forty units of professional education yearly



The IARFC places much greater emphasis on Continuing Education because it believes the field of personal finance is so complex, and has so many changes taking place every year, that a person offering to deliver personal financial planning and advice must undergo a significant amount of Continuing Education each year.  Thus the RFC must complete 40 hours (units) of CE, while most designations require only 15 hours yearly.


To learn more about the RFC designation and more important, to check out the credentials of any person you are considering for a financial advisor, simply go to their website: IARFC