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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:

• 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 Universities

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 FacebookTwitterBlog, and LinkedIn
• Professional media release notifications

Prior Competitions

2021 NFPC
2020 NFPC
2019 NFPC
2018 NFPC





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

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Barry Dayley, MRFC®






Victor Simon, RFC®