IARFC®... a Growing Global Community
The International Association of Registered Financial Consultants (IARFC®) is a non-profit professional association formed to foster public confidence in the financial services profession, to help financial consultants exchange planning techniques, and to recognize practitioners who are truly committed to ethical standards and continuous professional education. It is composed of over 3,500 individual members both domestic and international. The Association was organized in 1984.
The IARFC administers the Registered Financial Associate (RFA®) designation, Registered Financial Consultant (RFC®) designation, and the Master Registered Financial Consultant credential (MRFC®).
About Our Members
IARFC members range in age from graduating seniors in a university driven financial services program who have participated in the IARFC National Plan Competition to retired member consultants in their. The bulk of the age demographics is in line with national industry standards for financial professionals.
The experience representative of our membership base covers those who are starting out with the RFA® designation (less than 3 years) to consultants who have over 30 years experience as financial experts. The Association has individuals who have been involved since the beginning of the IARFC - thus celebrating many years of IARFC benefits.
Number of Clients
IARFC Code of Ethics
I will put my client’s interests above my own at all times within the scope of my abilities.
I will maintain proficiency in my work through continuing education.
When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of time and skill required.
I will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
I will give my clients the same service I would provide to myself in the same circumstances.
Practice Compensation Method
Products Offered Clients
Assets Under Management
Type of Business
International Reach
As we move into our 5th decade of serving financial professionals, the IARFC is strengthening our relationships with their internationals chapters.
A question typically arises is “What is the benefit of being part of an international community”. Our Trustee Chair Barry L. Dayley, MRFC®, CFP® answers it best:
As a Member and through the IARFC…
You are part of a bigger, ever expanding vision.
Your commitment to Ethics is celebrated worldwide.
You share the Mission of financial security – a concern to all cultures.
You share best practices that are fundamental to all who serve.
“In my travels to our international chapters, I am more than convinced that we have much to learn from each other. For myself, I am proud to represent these global relationships to my clients and prospects.”
Empowering Futures, Strengthening Legacies
2025 IARFC Financial Forum
Empowering Futures, Strengthening Legacies
In a rapidly changing financial landscape, the next generation faces unique challenges and opportunities. The IARFC Financial Forum is designed for financial professionals committed to guiding their clients towards sustainable wealth management while strategically growing their practice.
Through dynamic discussions, interactive workshops, and insightful presentations, attendees will gain the knowledge and tools needed to navigate the complexities of modern finance, foster intergenerational wealth transfer, and cultivate a thriving advisory practice.
Life is short. Don’t waste time learning from your own mistakes when you can learn from the best. Join us at this year’s IARFC Financial Forum in Orlando, FL, where we’ve crafted a special segment just for ambitious young financial consultants like you. Dive into exclusive insights and practical tools to build a solid reputation, elevate your brand, and grow both your business and personal skills. Network with seasoned professionals, absorb best practices, and find new ways to strengthen your team. Every decision shapes your future which makes attending the IARFC Financial Forum the one that accelerates your career and forges lasting connections. Don’t miss this opportunity to transform your professional journey!
Key Themes
• Navigate Generational Wealth Transfer
• Investment Strategies for Sustainable Growth
• Building a Modern Practice
• Embracing Technological Advancements
• Ethics and Professionalism in Financial Advisors
Special Features
• Presentations
• Exhibition Area
• Interactive Workshops
• Panel Discussions
• Networking Opportunities
Gary Padussis
John Stanojev MRFC®
Charlotte Isbell IARFC COO
Exhibitor Opportunities
2025 IARFC Financial Forum
World Center Marriott • April 23-25, 2025
With an emphasis on “Empowering Futures, and Strengthening Legacies”, the IARFC Financial Forum combines practice management enrichment with family fun! Experience the knowledge base of experienced and enlightened financial industry professionals in one of Florida’s most well known playgrounds!
Standard Exhibit Space Package — $4,800
Booth Includes:
• High Top Table Visibility at Welcome Reception
• One draped 6’ x 30” Table with (2) chairs
• Standard electric outlet (optional at cost)
• Listing as an exhibitor in email marketing
• Forum attendee list
• Recognition through Register and marketing
• Speaker opportunity at breakout sessions
• One Forum registration* includes:
- Access to all the meetings
- April 22 Welcome Reception
- April 23 Breakfast, Lunch
- April 24 Breakfast, Lunch, and Awards Banquet
- April 25 Breakfast
*$500 per one extra person
• Lodging Special Rates $334.14 per night
(Does not include admission to River Falls Water Park)
Includes: Enhanced in-room wireless internet for up to 6 devices. Daily scheduled shuttle service to Disney Parks for up to 4 guests (visit concierge desk for reservations). Nightly scheduled shuttle service to Disney Springs for up to 4 guests. A bucket of golf balls and use of rental clubs at driving range daily for up to 4 guests. 15% off retail rates for greens fee rates (excludes merchandise).
Registration is complete upon receipt of payment. Payment must be received by 2/1/25 to confirm your space reservation. See the exhibitor/sponsor payment form for cancellation policy. Details about shipping will be sent at a later date.
For registration received after February 1, 2025
• Booth fee increases $500 to $5,300
Tuesday, April 22
Move in at 3:00pm-5:00pm
Welcome Networking Reception 6:30-8:30pm
Wednesday, April 23
Exhibit 7:00am-8:00am
Exhibit Noon-1:00pm
Thursday, April 24
Exhibit 7:00am-8:00am
Exhibit Noon-1:00pm
Awards Banquet 6:30pm-9:00pm
Friday, April 25
Exhibit 7:00am-8:00am
Exhibit 10:00am-10:30am
All Sponsor Visibility:
Sponsor Opportunities
2025 IARFC Financial Forum
World Center Marriott • April 23-25, 2025
Company logo on all marketing (emails, publications, and social media). Announcements during the Forum and CE Sessions (both verbal and PowerPoint reminders). Logo listings on IARFC website. Recognition during the sponsored events.
Welcome Reception - Tuesday April 22
Forum kicks off with a Tuesday evening reception where attendees gather at Hawks Landing to register, meet, and network with each other in a relaxed setting. Beer, wine, soft drinks, and hearty hors d’oeuvres served.
Customized sponsor welcome-banner
Feature interview article or full page ad in the Register (IARFC National Publication)
Speaker opportunity during Forum (CE related)
Duration of event: 2 hours
Awards Banquet - Thursday April 24
The Awards Banquet is the evening recognition of IARFC award recipients. Featuring a plated dinner and drinks, the announcement of the winners of the National Financial Plan Competition is a highlight.
Customized sponsor welcome-banner
Feature interview article or full page ad in the Register (IARFC National Publication)
Speaker opportunity during Forum (CE related)
$10,000
Duration of event: 2 hours $10,000
Session Breaks - Wednesday, April 23 or Thursday, April 24 (1 out of 4 opportunities)
This sponsorship allows attendees to have a meeting break during the morning and afternoon. The IARFC will confirm the details of the break for sponsorship approval.
Duration of event: 30 minutes
Motivational Speaker - Wednesday, April 23
This sponsorship brings in an interesting/experienced speaker who will present the first presentation (Day 1) at the Forum.
Duration of event: 45 minutes
Keynote Speaker - Thursday, April 24
This sponsorship brings in an interesting/experienced speaker who will present the first presentation (Day 2) at the Forum.
$3,500 each
$5,000
Duration of event: 45 minutes $5,000
Branding Package - Bags and Lanyards
This sponsorship provides bags and lanyards for Forum attendees. $2,500
This sponsorship, highlighted on the app provides instant communication for reservations and Forum notifications. $3,000
World Center Marriott Hawk’s Landing Welcome Reception
Exhibitor/Sponsor Information
Exhibitor/Sponsor Information
Please print the information below.
IMPORTANT INFORMATION...Exhibitor/Sponsor must be registered with IARFC or no solicitation will be permitted without completed registration. Registration is not considered complete until receipt of payment with the form. Cancellation after March 1, 2025 will be subject to a fee of 50 percent (50%) of the Exhibit/Sponsors registration. Cancellation must be submitted in writing to the International Association of Registered Financial Consultants (IARFC®). No refunds for exhibit space will be granted for cancellations made after March 15, 2025. By completing and submitting this form, the Exhibitor/Sponsor is certifying that they understand of the policies stated herein and the terms and conditions of the Exhibit/Sponsor agreement.
The exhibitor assumes the entire responsibility and liability for losses, damages, and claims arising out of exhibitor’s activities on the Hotel premises and will indemnify, defend, and hold harmless the Hotel, its owner, and its management company, as well as their respective agents, servants, and employees from any and all such losses, damages, and claims. Hotel will not be responsible or liable for any loss, damage or claims arising out of exhibitor’s activities on the Hotel’s premises except for any claims, loss, or damages arising directly from its negligence. The exhibit space will need to be completely cleaned and exhibits cleared from the Hotel at time stated in agenda.
(Check all that apply)
Experience and Judge the Finals of the IARFC National Financial Plan Competition During the IARFC Financial Forum
The IARFC feels strongly that to support the next generation is a must in helping new consultants get started. We offer to universities and their undergraduates in a financial services curriculum, a chance to get real-world experience by crafting a financial plan from a fictional family case scenario created by an experienced professional. Students then develop a financial plan for the family’s future financial independence.
Student Teams compete through 3 phases of the competition to ultimately end up presenting their recommendations in person at the IARFC Financial Forum. More than figuring out the dollars and cents, the teams learn presentation skills and actually network with experienced consultants. Feedback over the years from participants indicate they up their game through the process of the Competition.
2024 Competition Finals
Adjunct Professor Dave Ragan, RFC ®
A s an adjunct professor of finance at the University of North Texas (UNT), I'm thrilled to share that Elizabeth Bedunah recently took home the top prize at the IARFC National Financial Plan Competition!
This prestigious event places undergraduate financial planning students to the test, and this year, the UNT’s team truly shined, especially considering Elizabeth was a team of one!
For everyone’s final project, my class broke off into groups, or had the option of working it solo. They analyzed the family’s budget, assessed their retirement needs, and explored various investment options. The final product allowed the students to make recommendations then those recommendations needed to be substantiated during the live presentation.
Witnessing Elizabeth transform raw data, represented by a 5-6 page case study, into a comprehensive financial plan was incredibly rewarding. Her hard work and dedication really paid off when she was selected as finalists to present their plan at the IARFC Forum. Her ability to answer complex questions from the couple and confidently explain her recommendations demonstrated the depth of her understanding.
Ultimately, her hard work was recognized, and Elizabeth was declared the winner! This victory is a testament to the exceptional caliber of our Financial Planning Program, lead by Mark Evers, and the dedication of our students. It's also a win for the IARFC competition, which provides an exceptional platform for preparing future financial consultants.
