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Financial Plan Competition

 2014 IARFC
National Financial Plan Competition 


Focus on Your Practice

Impact Branding workshop

Get Involved 

Our National
Financial Plan Competition

Access Industry Experts



The Educational Process Begins with You!
Join in the 2014 National Financial Plan Competition.




2014 Event Agenda

Event Registration

IARFC Workshop Details


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"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 2014 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 enjoy a 3 day, 2 night trip to Las Vegas to present their comprehensive financial plans to a live audience.

Contact the IARFC
Details, Rules and Resources
Responsibility and Instructions
Software Agreement

Corporate Sponsorship
Individual Sponsorship



William L. Moore CLU, ChFC, FIC, RFC®
presents: Build A Practice - Day One Build Your Practice to create value for your clients. Until you have a client you have nothing. Learn and follow the steps that you have to take to build a practice. Decide how to get clients and who your prospects are.

Bill Moore has more than 33 years of experience in the Financial Services Industry and an immense knowledge of sales and marketing, management development, and agency building. Bill began his insurance career in 1977 as an agent with Mutual of New York. Moving into management, he integrated the Kinders’ systems and concepts as an Agency Builder for MONY.

Based on his practice and understanding of the industry, Bill is a natural at providing companies the assistance needed to build strong management talent and solid producing agents.



Jon M. Rogers Ph.D., ChFC, CLU, RFC® 
presents: A Formula For Goal Success - Crystalize your thinking, Determine a plan and a deadline for achieving a goal, Develop a desire for things you want, Develop confidence, and Develop determinations to follow through regardless of your circumstances.

Jon has his PhD. in Financial Planning, he is a Chartered Financial Consultant, a Chartered Life Underwriter, and has more than 49 years in sales, management, marketing and wealth management. He is the author of the book 21st Century Wealth, and is Adjunct Professor at two local Universities. He teaches the Financial Planning and Financial Management courses in the MBA Program. More than 1,000 students have taken his classes in the past 15 years.


 Workshop Guest Speaker

Peter J. "Coach Pete" D'Arruda CTC, RFC®
presents: Mastering the 7 Truths About Financial Radio and TV Shows

"Coach Pete" is a Financial and Tax Coach. He is host of the nationally syndicated weekly radio show, The Financial Safari, as well as the author of four books, including Fine Print Fiasco, Financial Safari, 7 Financial Baby Steps and Have you been talking to Financial Aliens? Themes of these easy readers include helping others avoid being taken advantage of and translating financial jargon for any layperson.

What insiders know, but don’t want you to. Don’t get knocked out by common Radio & TV misconceptions. Learn the cold hard truths from media expert and nationally syndicated radio expert.  Here are 7 key topics we will cover in a rapid fire session that will be followed by Q&A with "Coach Pete" later at the reception.

  1. Why your Radio & TV station doesn't care about you
  2. How to see if you're getting the best rate for your Radio or TV program
  3. Understanding audience size and frequency of your message is critical to show
  4. Your prospects are not hearing your message
  5. Timing is everything
  6. Not all personalities are the same
  7. Branding is not enough - rely on Radio professionals

Why Sponsor the Financial Plan Competition

"All of us in any profession have an inherent responsibility to continue the legacies and skills of that profession. To that end, the IARFC Financial Plan Competition, is a way to get hands-on development of young people by teaching them the skills necessary to provide the services we currently give, to the next generations.

I believe that no person ever achieves success without one hand up on the rung above him lifting themselves — and one hand down lifting someone else. Often we don’t have the time to personally go do this. By pooling our assets we can encourage the next generation to do the right things for their clients."
- Lester W. Anderson, MBA, RFC® IARFC President 



2014 Plan Competition Sponsors


Corporate Sponsors

Cetera Advisors 

Royal Alliance 

Individual Sponsors
Harvey Charbonneau, Michael Coy, Vicki Diggles, Enyi P. Enyi, Victor  Ferreira, Christopher Hill, Alfred Joseph, Eileen Kohler, Brian Low, Patrick Lyman, Burnett Marus, Calvin Mendez, Fred Ostermeyer, Jeffrey Rattiner, Jeffrey Reitzel, Paul Schwabe, Mark J. Sheahan, Thomas Stark, Winston Williams

Jay Bailey, Jeffrey Bliss, Douglas Brown, Frank Eberhart, Art Farr, Donald Fortney, Steve Hsin, Andrew Kwittken, Robert Meints II, Rick Mueller, II, Chris Roberts, Nick Royer, Scott Staschke, Rich Villers

Steve Bailey, Albert Coletti, Ed Morrow, Gary Padussis, Micah Shilanski

Les Anderson, Pete D'Arruda, Michelle Blair, Isabel Cooper, Lloyd Lowe Sr., Rosilyn Overton, Jon Rogers, Edward Skelly

 2013 Plan Competition Corporate Sponsors


2013 Plan Competition Individual Sponsors

 The IARFC is appreciative to Cetera Advisor Networks, specifically CEO Jack Handy, Jr., El Segundo, CA and President/CEO Brett Harrison, Denver, CO.


Les AndersonH. Stephen BaileyEd LedfordEd Morrow,
Dr. Rosilyn OvertonJon Rogers 

 Past Winners

2013 Financial Plan Competition Winners Announced
The International Association of Registered Financial Consultants (IARFC) is pleased to announce the winners of the 2013 Financial Plan Competition. First place is awarded to Utah Valley University Students: Bradley Boulton, C. Clark Harris and Nick Travato - sponsoring professor Dr. Jerry Mason.

Past winners of the IARFC Financial Plan Competition include Appalachian State University, Faculty Advisor, Ivan C. Roten, MBA, Ph.D., CFP and Kansas State University, Faculty Advisor John E. Grable, MBA, Ph.D., CFP, RFC


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