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Presentation & Recognition

Presentation & Recognition
Displaying products 1 - 16 of 16 results
1" Binder with Logo
Price: Cost per Item: $24
1" Binder with Logo
Dark Blue 1" black D Ring Binder debossed with RFC logo for presenting financial plans. Additional Shipping charges may apply.
1" Binder without Logo
Price: Cost per Item: $24
1" Binder without Logo
Dark Blue 1" black D Ring plain binder for presenting financial plans. Additional shipping charges may apply.
List of Requested Documents and Records, receipt and Authorization
12 Page Data Form, 25 per package
Price: Cost per Item: $22
12 Page Data Form, 25 per package
12 page Data Form, 25 per package Data Forms for the Financial Facts, List of Requested Documents and Records, Receipt and Authorization
Data Forms for Personal Interests
4 Page Data Form, 25 per package
Price: Cost per Item: $10
4 Page Data Form, 25 per package
4 page Supplemental Data Form, 25 per package Data Forms for Supplemental Planning Questions, Personal Interests, Goals & Objectives, Planning Assumptions & Investment Attitudes
Archive Case System
Price: Cost per Item: $125
Archive Case System
Includes: one archival storage case, 25 hanging file folders, 2 sets of 25 tabs, instructions for use, and a CD-Rom with templates for producing additional labels. Suitable for use with business or individual clients. Additional Shipping charges may apply
Order the Canons of Ethical Behavior
Canons of Ethical Behavior Wall Plaque
Price: Cost per Item: $30
Canons of Ethical Behavior Wall Plaque
8.5" x 13" Walnut Plaque which displays IARFC Canons of Ethical Behavior behind clear plastic. Additional shipping charges may apply.
Electronic Seals, Code of Ethics, Media Release
IARFC Ethics Package
Price: Cost per Item: $0
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IARFC Ethics Package
Media Release for IARFC Members Awarded Ethics Approved Status IARFC Code of Ethics (unframed) Ethics Approved Seals (electronic graphics for website, business cards, letterhead).
Electronic Seals, Code of Ethics, Media Release
IARFC Ethics Package 2017
Price: Cost per Item: $0
IARFC Ethics Package 2017
Media Release for IARFC Members Awarded Ethics Approved Status IARFC Code of Ethics (unframed) 2017 Ethics Approved Seals (electronic graphics for website, business cards, letterhead).
Padded Dark Blue Notepad Folder
Price: Cost per Item: $15
Padded Dark Blue Notepad Folder
Designed to match the binders. Dark blue padded notebook folder debossed with RFC logo. Holds a standard size tablet. Additional shipping charges may apply.
Pocket Proposal Folder
Price: 50 - $75, 100 - $125
Pocket Proposal Folder
Heavy, dark blue linen card stock with gold foil IARFC logo imprint. Holds 15 pages of 8.5" x 11" material, plus a business card. Additional shipping charges may apply.
Quality Assurance Gold Foil Labels
Price: Cost per Item: $40
Quality Assurance Gold Foil Labels
2" diameter. Self-adhesive labels are designed to be affixed to your proposals and financial plans. You can initial and date them. Gold and Black.
Registered Financial Associate
RFA Logos
Price: Cost per Item: $0
RFA Logos
IARFC Member Logos Set yourself apart from other consultants
Registered Financial Consultant
RFC Logos
Price: Cost per Item: $0
RFC Logos
IARFC Member Logos Set yourself apart from other consultants
Specialty Binders
Price: Regular price $19 ea. on Sale $5.00 ea., WHILE SUPPLIES LAST
Specialty Binders
IARFC MEMBER ONLY: Each binder has a financial planning category on the spine in gold. Choose from: Lifetime Strategic Analysis, Implementation & Monitoring, or Problem Identification
Translucent Tab Set (12)
Price: Cost per Item: $15
Translucent Tab Set (12)
Translucent Tab Set with 12 sections for use in financial plans.
Translucent Tab Set (15)
Price: Cost per Item: $18
Translucent Tab Set (15)
Translucent Tab Set with 15 sections for use in financial plans.
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