Click Here to register online.

Or you can contact Denise Frasier via e-mail:  denise.frasier@staples.com

IARFC Course - The Financial Planning Process Registration  Brochure and Registration

What is Radically Different?  The new curriculum, Financial Planning Process, developed by the IARFC to help financial advisors prosper through effective marketing, planning, selling and servicing.  It is not just another academic program followed by hours of examinations.  Based on Practice Management, not Theory, the new five-day program includes all the Tools and Text - not just a list of Tasks.  Consider attending yourself, or sending an associate - at a very discounted tuition fee.  Keep $1,000 in your pocket and Jump Start your planning income for 2008!

Register Today   Member Benefits

Vol. 9 No. 7

Register Interview - Vernon Gwynne

Financial Planning Competition

Create Special Events

Tomorrow's Market Is Here Today

Message from the Founder

Vol. 9 No. 6

Cato Comments:  Your Image Took Another Hit

Creating a "Love Drawer"

Compliance-Friendly Marketing -Multimillion Dollar Advisor Needs Marketing Plan

Register Interview - Burnett Marus

Register Interview - Nick and Jerry Royer

Applied Uses of the Selective Executive Retirement Plan

Just the Facts Ma am

What Does It Take to Be A Pro?

Financial Privacy for the RFC Means Feathers, Not Chicken

The Playing Field Is Changing:  Are You Ready?

Are You Offering Modular Plans?

Financial Services Regulatory Reform Proposed by the Treasury Department

Finally there is an educational curriculum that will equip the advisor to deliver personal financial planning on a cost-effective basis.  It includes all the tools and techniques, practice management, all the software, and the focus on client acquisition.  Solve your prospecting problem permanently through the Cycle of Service that leads to a steady flow of high-caliber referrals.