Candidates are required by the IARFC to complete a graded self-study curriculum consisting of ten volumes mirroring that of the CFP preparation that covers the following six topics:
• Financial Planning Process
• Insurance Planning
• Investment Planning
• Income Tax Planning
• Retirement Planning
• Estate Planning
Candidates must additionally meet the following education, experience, and ethical requirements:
• Candidate either has attained a professional designation (i.e. CLU, ChFC, and CFP), or has earned a baccalaureate or graduate degree in financial planning with strong emphasis on subjects relating to economics, accounting, business, statistics, finance and similar studies; this granting institution must offer an IARFC-approved or CFP equivalent college curriculum and be an accredited college or university. Candidates must maintain proficiency via annual Continuing Education requirements.
• Met a minimum four years of experience, providing evidence of having met licensing requirements for securities plus life and health insurance, or submit RIA affiliation information.
• Candidate must have a sound record of business integrity with no suspensions or revocation of any professional licenses, and must subscribe to the IARFC Code of Ethics.
Copyright © 2021 Mark A. Vosika, Registered Financial Consultant ® - All Rights Reserved.
Advisory services offered through Wealth Watch Advisors, LLC ® a SEC-registered advisory firm. Insurance services offered by Mark Vosika and Wealth Watch Advisors are not affiliated. These companies and their employees may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or this website.