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National Financial Plan Competition 2019

Join us at the 2019 Competition...

Congratulations to Student Teams going to the 2019 Finalists 

Central Michigan University, Drake Uplinger and Nick Urban – Mark Van Vorhees, Professor
University of North Texas, Rebecca Boyle – Dave Ragan, Professor
Utah Valley University, Kylee Nelson and Bailey Misbach – Dr. Luke Dean, Professor

Finals March 21 at the Annual IARFC Conference in Nashville, TN.

Get Real World Experience

The IARFC National Financial Plan Competition is open to undergraduate university students who are enrolled in a financial services curriculum. From a fictional case narrative, the students are requested to craft a financial plan for judging. The Competition progresses through 3 stages, ending in 3 teams of students presenting their plan in person at the IARFC Annual Conference. For more information email plancomp@iarfc.org.

We invite you to support the Competition as a Corporate Sponsor or an Individual.

This is your opportunity promote your services among the IARFC membership, prospects and the next generation of financial consultants. 

SPONSOR TODAY - Click here


Show your support to the students, IARFC members, and financial services community.

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John M. Davis, RFC®
Ahmed Edris, RFC®
Fred Ostermeyer, MRFC


Jay Bailey, RFC®
Michelle Blair, RFC®
Frederick J. Dunbar, RFC® 
Eileen Kohler, RFC®
Mr. Robert K. Meints II, RFC®
James R. Moss, RFC®
Thomas J. Price, RFC®
Barry J. Reid, MRFC
Jon M. Rogers, MRFC


Allan Henriques, RFC®
Jessica J. Harris, RFC®
Steven B. Katz, RFC®
Frederick R. Mueller II, RFC®
Winston S. Williams, RFC®

Universities on Board for 2019 National Financial Plan Competition

Bowling Green University – Bowling Green, OH
Bryant University – Smithfield, RI
California State University – Northridge, CA
Central Michigan University – Mount Pleasant, MI
Clarion University – Clarion, PA
Creighton University – Omaha, NB
University of Illinois – Urbana, IL 
University of Missouri – Columbia, MO
University of North Florida – Jacksonville, FL
University of North Texas – Denton, TX
University of Wisconsin – Madison, WI
Utah Valley University – Orem, UT
Western Carolina University – Cullowhee, NC

Competition Timeline

9/20/18 – Case narrative sent to student teams
11/13/18 – Plans due at IARFC Office
11/29/18 – 6 plans selected for Semi Finals
1/8-9/19 – GoToMeeting presentation by 6 teams
1/21/19 – 3 plans selected for Finals
3/20-21/19 – Finals presentation in Nashville, TN

Competition Benefits

3 Finalist Teams receive:

• In person plan presentation time during the Finals of the Competition at the IARFC Annual Conference
• All Finals expense paid (airfare, lodging meals, conference registration)
• Certificates of recognition for placement in Competition
• One year of IARFC membership – Registered Financial Associate, RFA® (fees waived upon acceptance)
• Networking events with experienced financial consultants (potential career opportunities)
• Resume building achievements

Professors of Finalist Teams receive:

• All Finals expense paid (airfare, lodging meals, conference registration)
• Certificates of recognition for team placement in Competition
• One year of IARFC membership – Registered Financial Consultant, RFC® (fees waived upon acceptance)

Universities of Finalist Teams receive:

• Certificates of recognition for team placement in Competition

Media Coverage for students, professors, university:

• Publication of winning plan in the IARFC Academic Journal of Personal Finance
• Print recognition in the IARFC National Industry Magazine, The Register
• Participation and placement announcement on the IARFC Corporate website
• Corporate Social Media coverage including: Facebook, twitter, Blog and LinkedIn
• Professional media release notifications


National Financial Plan Competition - 2018


“Education is the underlying factor in our competition. 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.... IARFC Chairman and CEO H. Stephen Bailey MRFC.”

National Financial Plan Competition - Biltmore Conference in Asheville, NC on April 18, 2018:

First Place - Victoria Albanese from Bryant University – Mara Derderian Professor
Second Place - Jocelyn Li and Presley Fee from University of Illinois – Dr. Craig Lemoine Professor
Third Place - Bonnie Dang and Ashley Nobel from California State University Northridge – Shannah Compton Game, Professor;

"It has been an irreplaceable experience. Even if I hadn't made it this far, it gave me a solid foundation on how to set up a financial plan."  - 2018 Winner, Victoria Albanese, Bryant University.