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Vicki Caplinger

Providing RFA®, RFC® & MRFC® Designations/Credential to Financial Consultants and Insurance Agents - Education and Ethics - Continuing Education Credits

Vicki Caplinger serves as the Director of Membership Services at the International Association of Registered Financial Consultants (IARFC). In her role, she is responsible for overseeing the Membership Services Department, which provides support and assistance to both current members and prospective members of the association. She acts as a liaison for the U.S. Chapter, facilitating communication with the Board of Directors and coordinating preparations for board meetings. Additionally, she collaborates with Region Directors across the eleven U.S. regions to ensure effective communication and coordination.12

Caplinger also plays a significant role in marketing for the IARFC, serving as the primary contact on LinkedIn for membership inquiries and filtering them to appropriate channels. Furthermore, she coordinates the National Financial Plan Competition, which allows emerging financial consultants to network with experienced professionals within the association.13

Her work emphasizes enhancing member engagement and promoting educational opportunities within the financial consulting community, aligning with the IARFC's mission to support financial professionals through various designations such as RFA®, RFC®, and MRFC®.4

Highlights

Mar 13 · linkedin

Register Now for the IARFC 40th Celebration & Conference. https://buff.ly/3Rj8oKF Up to 50% Discount on accommodations at the Biltmore Estate® Village Hotel and The Inn. (Discount expires 3/15/24).

Continuing Education Opportunities by nationally known presenters. IARFC National Financial Plan Competition Finals Exhibitors Awards Banquet

Presenter Lineup: Bart Berkey - motivational Storyteller Gene Goldman - Centers Chief Investment Officer, Economic Outlook Tim Pierotti - WealthVest, Chief Investment Strategist, Economic Outlook Diana Cabrices - WealthTender Chief Evangelist Michael Bell - CEO Meketa Capital William Wright - Allegis Advisor Group Dave Consolino - EaglePoint Credit Management Interview with Bill Cates and William Wright James Ryan - Destra

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Related Questions

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Vicki Caplinger
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Location

Middletown, Ohio, United States