National Financial Plan Competition 2027

2027 National Financial Plan Competition

Discover how the IARFC National Financial Plan Competition gives students an opportunity to apply classroom knowledge to a real-world financial planning experience. We’ll provide an overview of the competition, explain how educators and students can participate, and highlight the academic and professional benefits of this unique experience.

Empower the Next Generation of Planners: IARFC Plan Competition Overview for Educators
Date: 9/3/2026
Time: 12:00 pm Eastern Standard
Location/Zoom: REGISTER HERE 


Details and Rules
Participation Agreement
Team Assignments - Name and Software

Get Real-World Experience

Eligibility: The IARFC National Financial Plan Competition is open only to undergraduate university students enrolled in a curriculum of personal financial planning or financial services at a University or College in the US or international chapters.

Intention: Professors register their students to compete in the NFPC to enhance and gain the “real world” experiences needed in developing a financial plan. The Competition progresses through 3 stages, ending in 3 teams of students presenting their plan to a “real client”.  For more information, email plancomp@iarfc.org.

*INTERNATIONAL ENTRIES
• Expenses must be approved by the Chapter before submission, with consent emailed to plancomp@iarfc.org.

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

Competition Benefits

Finalist Teams receive:

• A certificate and cash award
• One year free* IARFC membership or Registered Financial Associate, RFA^® (depending on qualifications per Chapter) to First Place winners.
• Networking and Career opportunities with experienced financial consultants (potential career opportunities)
• Resume-building achievements
 

Professors of Finalist Teams receive:

• Certificates of recognition for team placement in the Competition
 

Universities of Finalist Teams receive:

• Awards for the Universities
 

Media Coverage for students, professors, and the 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 and LinkedIn
(Any student or professor, by participating in the competition, grants implied consent for the IARFC to use photos or videos in the above media coverage areas.)