HOME > EDUCATION & EVENTS > National Financial Plan Competition
We invite you to support the Competition as a Corporate Sponsor or an Individual Donor.
Details, Rules & Resources
Participation Agreement
Team Assignments and Software Request
• In-person plan presentation time during the Finals of the Competition at an IARFC Meeting
• All expenses paid (airfare, lodging, meals, applicable event registration)
• One year of IARFC membership or Registered Financial Associate, RFA® (fees waived upon acceptance)
• Networking opportunities with experienced financial consultants (potential career opportunities)
• Resume building achievements
• Certificates of recognition for team placement in Competition
• One year of IARFC membership or Registered Financial Consultant (RFC®) (fees waived upon acceptance)
Media Coverage for students, professors, university:
• Publication of winning plan in the IARFC Academic Journal of Personal Finance
• 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 2022
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 Donor.
Details, Rules & Resources
Participation Agreement
Team Assignments and Software Request
Competition Benefits
Finalist Teams receive:
• A certificate and cash award• In-person plan presentation time during the Finals of the Competition at an IARFC Meeting
• All expenses paid (airfare, lodging, meals, applicable event registration)
• One year of IARFC membership or Registered Financial Associate, RFA® (fees waived upon acceptance)
• Networking opportunities with experienced financial consultants (potential career opportunities)
• Resume building achievements
Professors of Finalist Teams receive:
• All expenses paid (airfare, lodging, meals, applicable event 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:
• Awards for the UniversitiesMedia Coverage for students, professors, university:
• Publication of winning plan in the IARFC Academic Journal of Personal Finance• 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
Prior Competitions
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