Seven client engagement certificates: Streamlines initial client meetings and ensures consistent communication
Pre-formatted Word documents: Allows easy editing to match specific client needs
Member discount: IARFC members receive a 50% discount with code at checkout
Ethics and confidentiality agreements: Reinforces professional standards and client trust
Free white paper on closing client engagement: Provides guidance on effective certificate use
Summarized by Shop
Client Engagement Personal - Package
The IARFC has available reasonably priced documents for use during your initial client engagement meeting. The package includes 7 certificates to present to individual or business prospects when engaging them as potential clients: IARFC Members - Receive 50% Discount with Code at Checkout. Contact Us
Number of Certificates
7
Certificate Formats
Word (editable)
Discount
50% for IARFC members
Agreements Included
Code of Ethics, Non-disclosure, Financial Plan Assurance, Financial Engagement Agreement, Financial Plan Acceptance
