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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 Training Requirements
Prerequisites

Candidates must have a minimum of four years full-time experience as a financial planning practitioner in the field of financial services and must hold:

  • one of the following professional designations: AAMS, AFC, CFA, CFP, ChFC, CLU, CPA, EA, LUTCF or RFC;
  • Series 65 license or one of the following combinations: Series 6 and 63, Series 6 and 66, Series 7 and 63, or Series 7 and 66;
  • life insurance license; or
  • a bachelor’s or advanced degree in accounting, economics, finance or financial planning/services.
Designation Training Requirements

None
Designation Exam Type

In-person, closed-book proctored certification exam
Continuing Education Requirements

40 hours annually
Verification and Complaints
Online Designation Resource

Online at Find a Consultant
Investor Complaint Process

Online via Professional Conduct
Published List of Disciplined Designees

None