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Home > National Financial Plan Competition

National Financial Plan Competition

 2018 National Financial Plan Competition Call for Entries


Registration for the 2018 National Financial Plan Competition is open! The IARFC extends its invitation to professors and their undergraduate students enrolled in Financial Services curriculum to participate in the production of a comprehensive personal financial plan based on uniform sample data provided.


The competition allows for extensive learning opportunities. Individual students or teams of two are sent a fictional case study and (1) initially develop a personal financial plan following submission guidelines, (2) as a semi-finalist present the plan via webinar to a panel of financial professionals and finally (3) as a finalist explain their conclusions live in front of experienced consultants. “Education is the underlying factor in our competition,” advises IARFC Chairman H. Stephen Bailey, RFC®. “Students need to understand how to present to a real client, in the real world with a real case scenario. Developing a financial plan is the core of what we do.”


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 The Winners of the 2016 National Plan Competition in the Winners Circle at Charlotte Motor Speedway!

1st Place - Molly Funk from Bryant University in Smithfield, RI – Mara Derderian Lecturer

2nd Place - Daniel Ingles and Grant Hulett from Central Michigan University, Mount Pleasant, MI - Douglas Iles PRofessor

3rd Place - Cole Brownell and Anthony Pelaez from California State University Northridge, Northridge, CA – Inga Chira Professor.

Congrats to the winner and thanks to all the IARFC Corporate and Individual Sponsors for your support!


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