Financial Services Association Membership Drive Ending December 31


Referrals are truly one of the best ways to infuse the Association with members who are qualified by meeting our educational, experience and ethical requirements…H. Stephen Bailey, MRFC – IARFC Board of Trustees Chairman and CEO.

Under the Member-Refer-A-Member Drive, participating members will be rewarded $25 toward a renewal for each new RFA®, RFC®, MRFC® or Association member who joins during that period.

Newly referred members will receive a $185 value IARFC member kit to help them promote their designation and credentials. The kit includes:

  • Media Release
  • Member Certificate
  • Confirmation Notice
  • Ethics Approved Certificate
  • IARFC Code of Ethics
  • Ethics Approved Seals
  • Lapel Pin or Ladies Broach
  • IARFC Information Brochures
  • IARFC Custom Pen


“We urge all members to send in names of their professional colleagues who would benefit from membership in the IARFC,” remarked H. Stephen Bailey. MRFC®, Board Trustee Chair and CEO. “Referrals are truly one of the best ways to infuse the Association with members who are qualified by meeting our educational, experience and ethical requirements.”

The IARFC offers designations, credentials, and membership on 4 levels:

  • Registered Financial Associate (RFA®) – designation offered to professionals who have less than 3 years of experience in the financial services industry.
  • Registered Financial Consultant (RFC®) – designation awarded to financial consultants who meet the high standards of education, experience, and ethics with more than 3 years of experience in the industry.
  • Master Registered Financial Consultant (MRFC®) – accredited credential awarded to financial consultants who meet the high standards of education, experience, ethics, and examination with more than 4 years of experience in the industry.
  • Association Membership – full membership and benefits for those serving the financial industry.


Additionally, the member who refers the most members will be recognized with the Association Membership Award during the 2020 IARFC Annual Banquet at the Westin Hotel in Downtown Cincinnati – April 23, 2020

Members can send in their referrals by filling out the Referral Form and returning it to info@iarfc.org.

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