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Professional Memberships

The IARFC is a non-profit credentialing organization of proven financial professionals formed to foster public confidence in the financial planning profession.

Founded in 1984 the IARFC’s mission is to serve, educate and train financial practitioners to help their clients wisely “spend, save, invest, insure and plan for the future to achieve financial independence and peace of mind.”

For more information call the International Association of Registered Financial Consultants at (800) 532-9060 or visit http://www.iarfc.org

 

The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms.

More information is available at: http://www.financialservices.org/

 

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Learn more at: https://www.mdrt.org/

 

Founded in 1890 as The National Association of Life Underwriters (NALU), The National Association of Insurance and Financial Advisors (NAIFA) is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Please visit http://www.naifa.org/ for more information.

 

CFS® - Certified Fund Specialist® Designation

Since reinventing financial services education in 1988, our mission at the Institute of Business and Finance (IBF) has been to enhance the professionalism of financial advisors through designation, certification, and degree programs that foster integrity, a commitment to continuous improvement, and excellent client service.

We monitor and ensure fulfillment of our mission through an ongoing analysis of student learning outcomes and an in-depth review of student satisfaction.

More information can be found at: http://icfs.com/

 

Investment Management Consultants Association® was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the global standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients anywhere in the world.

Learn more about IMCA by visiting http://www.imca.org/