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Financial Plan Competition
Financial Plan Competition
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| 2012-2013 Financial Plan Competition Winners Announced |
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The IARFC is pleased to announce the winners of the 2012-2013 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.
As an educational exercise, college students enrolled in financial services curriculum across the country were invited to participate in the Financial Plan Competition. Students were asked to produce a comprehensive personal financial plan based on a fictional case study with uniform sample data provided in a rough narrative format.
A team of professionals led by veteran financial advisor David M. Stitt judged the plans and selected three semi-finalist teams. These semi-finalists were invited to present their plan to the panel of judges with the winner being selected from this final group. The results are:
First Place - Utah Valley University: Students led by Dr. Jerry Mason: Bradley R. Boulton, C. Clark Harris and Nick Trovato
Second Place - University of the Incarnate Word: Students led by Dr. Alicia Rodriguez de Rubio: Cristal Gonzales, Jazmine Ramirez and Felipe Villarreal
Third Place - Bowling Green State University: Students led by Professor Matthew Garrow: Susan Lang and Lauren Little
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  The industry is in good hands based on the participants of the IARFC Plan Competition.” -- David Stitt, CLU, ChFC, CFP®, RFC®  pictured - showing off the awards L-R; David Stitt, Ed Morrow, Mark Terrett |
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2012-2013 Sponsors
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Plan Competition Corporate Sponsors
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Plan Competition Individual Gold Sponsors
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Les Anderson, H. Stephen Bailey, Ed Ledford, Ed Morrow,
Dr. Rosilyn Overton, Jon Rogers
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IARFC Launches 2013-2014 Collegiate Financial Plan Competition
College students enrolled in Financial Services curriculums across the country are invited to participate in the Financial Plan Competition and produce a comprehensive personal financial plan based on uniform sample data provided to their school.
The IARFC Financial Plan Competition requires students or teams of students to construct a comprehensive financial plan for a fictional case study presented in a rough narrative format. The deadline for submissions is January 30, 2014.
A panel of experienced and qualified Registered Financial Consultants will judge the submissions on the following criteria:
Correct understanding of the case data and the “soft information”
Understanding of the problems, including any incomplete data
Recommendations made (the logic, priority and suitability)
Physical construction and design of the written plan
Supplemental text and illustrations
The judges will first narrow the field of entries to two finalists. These finalists will then make a personal presentation of their plans to their fictional clients in a role-playing exercise that the judges will use to determine the competition winner.
If you are a student or faculty member interested in competing, here is the first step:
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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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 Dr. John Grable, now an Endowed Professor at the University of Georgia
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. |
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