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National Financial Plan Competition

2020 Competition...

Universities Registered to Compete

15 Universities representing 98 students have registered to compete in the 2020 event.

The Plan Competition centers around a case narrative of a fictional family. Students are asked to compose a financial plan and submit it to the IARFC for judging. 

Details, Rules & Resources
Participation Agreement
Team Assignments and Software Request


 

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 Meeting. 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. 

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

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Diamond

Michael Markey, Jr., MRFC®
Barry L. Dayley, MRFC®

Platium

Michelle K. Blair, RFC®

Gold

H. Stephen Bailey, MRFC®
Bob K. Meints, RFC®
Sandy D. Propst, RFC®
Jon M. Rogers, MRFC®
 

Silver

Rick R. Mueller, RFC®
Dominique G. Vercaemert, RFC®
Scott A. Wright, RFC®
Steven B. Katz, RFC®

 


 

 

 

Universities on Board for 2020 National Financial Plan Competition

Bowling Green State University
Brigham Young University
Bryant University
California State University - Northridge
Central Michigan University
Illinois State University
Kansas State University
University of Akron
University of Illinois 
University of North Florida
University of North Texas
Utah Valley University
Western Carolina University
William Paterson University of New Jersey
Winthrop University
 

Competition Timeline

9/26/19 – Case narrative sent to student teams
11/13/19 – Plans due at IARFC Office
12/11/19 – 6 plans selected for Semi Finals
1/21-22/20 – GoToMeeting presentation by 6 teams
1/31/20 – 3 plans selected for Finals
4/21-24/20 – Finals presentation in Cincinnati, OH
 

Prior Competitions

2019 NFPC
2018 NFPC

Competition Benefits

Finalist Teams receive:

• In person plan presentation time during the Finals of the Competition at an IARFC Meeting
• All Finals expense paid (airfare, lodging, meals, applicable event 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 or 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