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Home > National Financial Plan Competition

National Financial Plan Competition

This is an exciting opportunity to get a glimpse at the future of our industry. It is also a great way to give back to your profession."The opportunity to showcase an academic program's students through national competitions is very valuable. The IARFC competition is a world-class event that attracts the best and brightest students from the nation; this is an event well worth the time and effort on the part of student teams and their academic advisors."  - Dr. John Grable, now an Endowed Professor at the University of Georgia

The IARFC extends its invitation to College students enrolled in Financial Services curriculums to participate in the Financial Plan Competition. Participation includes production of a comprehensive personal financial plan based on uniform sample data provided. 

 Enter the Financial Plan Competition

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Sponsorship Opportunities

 

 

 

The finalists and their faculty advisor will  present their comprehensive financial plans to a live audience.

 

Contact the IARFC
Details, Rules & Resources
Participation Agreement
Responsibility & Instructions
Software Agreement
 

Corporate Sponsorship
Individual Sponsorship
 

The Winners of the 2015 National Plan Competition in the “Winners Circle” at Charlotte Motor Speedway!

1st Place - David Ferraro and Staci Rezendes of Bryant University, Smithfield, RI, Faculty Advisor -  Mara L. Derderian

2nd  Place - Kristin Cranford and Victoria Davis of Winthrop University, Rock Hill, SC, Faculty Advisor - Dr. Philip Gibson

3rd Place - Nicholas Zacchilli of Bryant University, Smithfield, RI, Faculty Advisor - Mara L. Derderian

Students from Bryant and Winthrop University attended the IARFC Business Owner Consulting Workshop, toured the facility, posed for photo-op with IARFC Board Directors and members at the  National Financial Plan Competition!

 2015 Sponsorship - Listing

 

 

 

Individual Sponsors
Silver
Anonymous, Patrick Astre, George Atkinson, Andrew Bearre, Christopher Benke, Jeffrey Bettermann, Jimmy Booth, Bill Brice, George Brown, Mark Cade, Dee Carter, William Casteen, Richard Chrzanowski, Judy Clark, Scott Culbertson, James Davidson, John M. Davis, Elisabeth Dawson, Edward Deutschlander, Vicki Diggles, Vincent DiPietro, Michael Duch, Gary Fulk, George Flack, James Flanagan, Penni Foust, Jessica Harris, Martin Hearn, Bryan Hegarty, Marc Hernandez,  Drew Horter, Gerard Iacangelo, Rene Isuk, Ron Nisbet, Norman Johnson, Darren Josephson, David King, Larry Lambert, Vernon Larson, Dennis Leyder, Zachery F. Longley, Charles McKinney, Timothy Morgan, Susan Morrow, John Mulcahy, Chris Nelson, Yukiko Ogino-Christman, Frederick Ostermeyer, Gary Padussis, Garry Parrish, Bryan Philpott, Barbara Pietrangelo, Al Procaccino, John Repass, Barry Reid, Elliott Ring, Allen Rumble, Owen Seidenberger, Troy Sharp, Mark Sheahan, Bob Shlesinger, Dora Siegferth, Aghee "Bill" Smith, Lea Smith Johnson, Melvin Spain, Neil Spicer, Ken Stone, Stuart Spivak, Jessica Sullivan, Charles Reed Terry, Darrell Timberlake,  Jeff Vogan, Mary Jo Walker, Michael Wall, Brian Walsh, Patrick White, Brenda Whitman, Kirk Barr Young, Salvatore Zimbardi

Gold
Jan Belyeu,Douglas Brown,  Isabel Cooper, Ahmed Edris, Frank Eberhart, Victor Ferreira, Chris Hill, Eileen Kohler, David Lamorte, Fraj Lazreg, Patrick Lyman, Joseph Lolli, Robert Meints, Nancy Onderko, Chris Roberts, Daniel Roberts, Nicholas Royer, Thomas Stark

Platinum
Les Anderson, Jay Bailey, Michelle Blair, Jeremy Gottlieb, David Howard, Rik Saylor

Diamond
Steve Bailey, Harvey Charbonneau, Pete D'Arruda, Ed Morrow, Ram Tak, Jon Rogers, Angie Trandai, Denis Walsh

















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