Master Registered Financial Consultant (MRFC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization International Association of Registered Financial Consultants (IARFC)
Qualification and Educational Requirements
Prerequisites
Candidate must meet all of the following requirements:
  • Four years full-time experience as a financial planning practitioner in the field of financial planning or financial planning services.
  • Required licenses to engage in financial planning profession.
  • A sound record of business integrity with no suspension or revocation of any professional designations or licenses. Must be in good standing with all licensing bodies and organizations.
Education Requirements
One of the following:
  • Hold one of the following professional designation: AAMS, CFA, CFP, ChFC, CLU, CPA, EA, LUTCF.
  • A Series 65 Securities license or one of the following combinations: Series 6 & 63, Series 6 & 66, Series 7 & 63, Series 7 & 66.
  • Life Insurance license.
  • A Bachelors' or advanced degree in Business, Finance, Economics or a related field.
(Education requirement can also be met by completing the entire course requirements for one of the designations listed above.)
Examination Type

Certification Exam (proctored) 

Continuing Education Requirements

Forty hours every year in the field of personal finance and professional practice management. Four hours every two years must be devoted to ethics.

Verification, Complaints and Accreditation
Check Professional Status Online

Online at Find a Consultant

Investor Complaint Process

Online at Submit a Complaint

Published List of Disciplined Designees
None
Accredited By

National Commission for Certifying Agencies (NCCA)