Registered Financial Consultant (RFC)

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:

  • Three 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 the following IARFC designations: RFA, RFC or MRFC. 
Examination Type None
Continuing Education Requirements Forty hours every two years 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 None