Broker Check
Congratulations to Carol!

Congratulations to Carol!

July 23, 2022
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 Carol Schmidlin Awarded Prestigious MRFC® Credential 

The Master Registered Financial Consultant Certification Board (MCB) is proud to announce Carol Schmidlin of Franklin Planning, headquartered in Sewell, NJ, has received the accredited credential of Master Registered Financial Consultant (MRFC®). The mark of this professional status is a pledge by the consultant to continued education, professional improvement and ethical behavior towards their client base. 

Carol Schmidlin has taken her commitment of excellence to the next level by fulfilling all the requirements including experience, education, licensing, business integrity and successfully passing the rigorous MRFC exam. In this day and age of consumer scrutiny of the financial services industry and its representatives, it is significant to have proper credentials identifying a solid business background and integrity when affecting the financial future of others.

With 28 years of service, Ms. Schmidlin provides clients with a variety of services including:

Retirement Income Strategies, Wealth Accumulation, Asset Protection, Tax Minimization Planning, Estate Planning, Long Term Care Planning, Life Insurance, Social Security Strategies, IRA & 401(K) Rollovers.

» The Bucket Planning Process
» Tax Minimization Planning
» Insurance Protection
» Estate Planning
» Investment Advice And Management
» Social Security Strategies

 “We feel that to obtain the MRFC credential is significant when dealing with the public,” declared Dr. Craig Lemoine, MRFC Board Chair. "It demonstrated to the public a dedication to continuing education and a desire to put their client's interest above their own".” 

Moreover, as an MRFC professional, Ms. Schmidlin must agree to professional improvement evidenced by forty (40) units of annual continuing education and by adherence to the principles of the International Association of Registered Financial Consultant’s (IARFC®) Code of Ethics. This ensures the ongoing commitment to excellence in serving. 

As the parent company, the IARFC provides the ethical structure to which the MRFC must answer. “We feel our Code of Ethics is an honorable binding contract,” reiterates IARFC Trustee Board Chair, H. Stephen Bailey, Ph.D., MRFC®. “To serve the public under this oath is the fundamental purpose of any member of our profession.” 

Accreditation of the MRFC program was awarded from the National Commission of Certying Agencies (NCCA) by submitting an application demonstrating the program’s compliance with the NCCA’s Standards for the Accreditation of Certification Programs. The NCCA is the accrediting body of the Institute for Credentialing Excellence (formerly the National Organization for Competency Assurance). 

For more information on Carol Schmidlin Franklin Planning at 856-401-1101, contactus@franklinplanning.com, www.franklinplanning.com

For finding out about the MRFC Certification Program and the IARFC Code of Ethics – visit www.iarfc.org

International Association of Registered Financial Consultants

PO Box 506 Middletown, OH  45402-0506
(800) 532-9060     info@iarfc.org     www.IARFC.org