National Financial Plan Competition 2023

Results for the 2023 National Financial Plan Competition!

The US Chapter has completed the 2023 National Financial Plan Competition showcasing the three Finalists in their bid to gain the top honors. Congratulations to Ethan Farar & Austin Kunzler from Utah Valley University who have emerged as the First Place Team.

The Complete Judging Results:
First Place: Ethan Farar & Austin Kunzler - Utah Valley University 
Second Place: Logan Larochelle & Anthony Cassio - University of North Florida
Third Place: Josh Bell - Utah Valley University

Utah Valley University Financial Planning Program, Professor Luke Dean, Ph.D., RFC® weighs in on how the competition complements his in-place curriculum: “I feel the competition adds a challenging component to our Financial Planning Program by providing students an opportunity to address these real-world case scenarios. My students take away a value-added experience that inevitably helps them progress in their careers. Many thanks to the Competition Sponsors and the Association for facilitating this annual event.”

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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