MRFCMaster Registered Financial Consultant
- Credentials (Letters): MRFC
- Credentials (Full Name): Master Registered Financial Consultant
- Type of Knowledge: Financial Planning
- Sponsor for Credential: IARFC/MRFC Certification Board
- Sponsor/Credential Website: https://www.iarfc.org/
Program Information
- Prerequisites: 4 years of financial services experience, Assert and document achievement in any one of the areas below: - Hold one of the following professional designation: AAMS, CFA, CFP, ChFC, CLU, LUTCF, CPA, EA, RFC. - Assert and document a Series 65 securities license or one of the following combinations: Series 6 and 63, Series 7 and 63, Series 6 and 66, Series 7 and 66, or life insurance license. - Life Insurance License. - A baccalaureate or graduate degree in the areas of Accounting, Economics, Finance, Financial Planning/Services, and with specific concentration in the areas of Taxation and/or Estate Planning. (Education requirement can also be met by completing the entire course requirements for one of the designations listed above.)
- Curriculum: blueprint/sample exam on IARFC website, self study
- Type of Study: Self Study - Online
- Estimated Completion Time: varies
- Examination Requirements: Pass a 125 question proctored exam with a minimum score of 67%
- Continuing Education Requirements: Each MRFC credential holder must complete 40 units of professional Continuing Education every year. Four (4) hours every two (2) years must be related to ethics and the ethical practices of a professional financial consultant.
Investor Functions
- Advisor Look-Up: https://www.iarfc.org/members/search
- Investor Education: Yes
- Telephone: (800) 532-9060
- Email: info@iarfc.org
- Additional Comments: The IARFC received NCCA accreditation of its MRFC program by submitting an application demonstrating the program’s compliance with the NCCA’s Standards for the Accreditation of Certification Programs. National Commission for Certifying Agencies (NCCA) is the accrediting body of the Institute for Credentialing Excellence (formerly the National Organization for Competency Assurance). Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.