National Financial Plan Competition 2023

National Financial Plan Competition Finalists!

The Semi-Finals have concluded. The Board of Trustees have given their scores and the teams advancing to the finals are:

•    Josh Bell & Layton Alder - Utah Valley University
•    Logan Larochelle & Anthony Cassio - University of North Florida
•    Ethan Farar & Austin Kunzler - Utah Valley University 

The finals consist of each team presenting their financial plan to their 'clients' - not a panel of judges. Trustee Vice Chair, Michael Markey, MRFC® and his wife Vanessa will portray this year's fictional clients.

The US Chapter Board will be in Ohio at the IARFC's Headquarters where they will judge the finals virtually. A member of this board will travel to the University of the 1st place winner to present their award(s) in person.

Congratulations to all finalists and Good Luck!

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.

The Registration Deadline is October 15, 2022
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 Universities

Media Coverage for students, professors, and 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


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

SPONSOR TODAY - Click here



Barry Dayley, MRFC®

Mary Moose, RFC®
Fraj Lazreg, MRFC®
Roey Diefendorf, MRFC®
Michelle Blair, RFC®
Mutha Mudaliar, RFC®



Jon Rogers, MRFC®


Aaron Klein
Duane Roth, RFC®
Jeffery Reitzel, RFC®



Daniel Yee, RFC®
Terry Ciotti, RFC®
Neil Lambert, RFC®
Loretta Hill, RFC®
Glenn  Ankenbrand®

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