Foundations of Retirement Planning
ISBN:  978-1-932819-88-5

Gathering Information – Establishing a Solid Foundation for Building Long-Term Security
ISBN:  978-0-9796451-1-2

IARFC Code of Ethics

Implementation and Monitoring – Consistency in Plan Follow-Up is Achieved Only with Systems
ISBN:  978-0-9828096-1-7

Investments (McGraw-Hill/Irwin Series in Finance, Insurance, and Real Estate)
ISBN:  978-0077861674

IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out
ISBN:  978-1-4133-1393-2

The Process of Financial Planning – Developing a Financial Plan
ISBN:  0-87218-692-X

2014 Field Guide to Financial Planning
ISBN:  978-1-9398294-7-4

Client Acquisition – A Success Guide for Financial Service Professionals
ISBN:  978-1-4243330-0-4

The Client Engagement – Beginning the New Relationship in the Most Professional Manner
ISBN:  978-0-9796451-2-9

Essentials of Annuities
ISBN:  1-9328-1961-4

Essentials of Life Insurance Products
ISBN:  1-9328-1959-2

Financial Fitness for Life
ISBN:  978-0793133611

Foundations of Estate Planning
ISBN:  978-1-932819-96-0

The MRFC Certification Board does not recommend that candidates memorize all recommended references. The information tested on the examination pertains to the common body of knowledge which is delineated in the MRFC examination Content Outline.

The MRFC Certification Board does not endorse any particular text or author. This list is not intended to be inclusive, but reflects references used to support the test development process. Use of the references does not guarantee successful performance on the examination.

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The IARFC Education Committee provides a suggested reference list as a resource that may be useful to supplement the education and experience related to competent performance as a Master Registered Financial Consultant. Candidates are encouraged to review resources and information in content areas where skills or knowledge may be weak. Questions requiring analyses, evaluation and interpretation may be based on facts found in references, but answering the questions may require application skills acquired during the candidate’s required years of experience.

Reference Material