IARFC Member Benefits and Services

IARFC Member Benefits and Services
Publications
Practice Management Services
The Register — monthly membership
magazine that keeps you up-todate with the current member
issues, industry developments and
articles by and about advisors.
Your Member Profile — The IARFC.org website has a very
sophisticated profile, and currently the best, of all those in the
financial services field. A valuable credential!
Journal of Personal Finance —
our quarterly academic journal edited
and printed for RFC members and the
profession.
Business Source — monthly reviews of
important business and financial books.
Financial Advisor Magazine with practice management features
and successful marketing techniques and FA News
Financial Insider — 8 page client financial newsletter.
Financial Services Online (FSO) — Internet financial publications.
Financial Services Journal Online — monthly publication of eight
articles on personal financial planning and practices.
Financial E-News — bi-weekly e-mail of about financial services
developments: legal, investment, insurance.
Horsesmouth — a daily, online service that helps financial
advisors succeed.
Offshore Press — in-depth, objective research reports, books,
newsletter, seminars and personal consultations on asset
protection and international tax law.
Financial Insider — 8-page color client financial newsletter
RFC Brochures — Consumer-oriented
brochures and referral cards to
distribute to clients and/or prospects.
The RFC® Certificate — Handsome
16” x 20” parchment diploma-type
document designed for framing
and display.
RFC® Confirmation Notice —
A smaller recognition notice for use
in a folder or binder 8.5” x 11”.
Formal Announcements — 4” x 5” formal cards proclaiming your
RFC® conferment.
Professional Insignia — Gold RFC® or silver RFA lapel pin; Men’s
tie chain and key; Ladies gold ring broach; Unisex gold RFC®
cufflinks.
Press Releases —
to announce receipt
of RFC designation.
Plan Binders — attractive
padded dark blue binders.
Colorful Index Tabs —
for assembly of quality
financial plans.
20/20 Newsletter — 4-page color client financial newsletter.
Conferences and Learning
RFC Course — The Financial
Planning Process™ developed
by the IARFC to help financial
advisors prosper through effective
marketing, planning, selling and
servicing. It is not just another
academic program followed by hours
of examinations. Based on Practice
Management, not Theory, the new five-day
program includes all the Tools and Text —
not just a list of Tasks. Consider attending
yourself, or sending an associate — at a
very discounted tuition fee. CE-at-Sea™ Cruise Conference —
Organized annually by IARFC staff and
available as very attractive prices.
IARFC 2009 Caribbean Cruise —
call 800 532 9060 for more information.
Financial Advisors Symposium —
The FAS is a three day, high level
conference for readers of Financial
Advisor magazine. Through a special
partnership with the FAS producers,
IARFC members receive FREE limited
access registration. RFC CE available to full registrants.
The FAS will be held November 9-11, 2009 in Orlando, Florida at
the Peabody Hotel.
Data Forms —
Two customized data gathering forms.
Modular Plan — 3-Ring Binders plus the
Unibind System
Client Appreciation — specialty document
wallets and presentations folders.
Personal Note Cards — with gold
RFC Key on front for use with clients
and prospects.
Document Filing Systems —
that create natural
cross-selling discussions.
IARFC Career Center — the
premier electronic recruitment
resource for the industry.
IARFC Logos — for business cards, brochures, website and stationery.
Personal Website — from Financial Visions.
Call 800 532 9060 or visit www.IARFC.org
for more information.