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Professional Memberships

The Estate Planning Council of Portland, Inc

The Estate Planning Council of Portland, Inc. is a non-profit organization with the objective of providing professional education to further the estate planning knowledge of our members.  Our membership is comprised of Estate Planning Attorneys, Trust Officers, Certified Public Accountants, Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, and others actively participating in estate planning matters in Oregon and southwest Washington.

For more information please visit

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


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:


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.

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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 for more information.


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: