National Financial Plan Competition

Join us at the 2019 Competition...

Announcing 2019 Semi Finalists

Central Michigan University, Drake Uplinger and Nick Urban – Mark Van Vorhees, Professor
Western Carolina University, Derek Pelayo-Quezada and John Wedthoff – Dr. Patrick Payne, Professor
University of Missouri, Elizaveta Korshunova and Yaqi Fang – Dr. James Green, Professor
University of North Texas, Amanda Sasko – Dave Ragan, Professor
University of North Texas, Rebecca Boyle – Dave Ragan, Professor
Utah Valley University, Kylee Nelson and Bailey Misbach – Dr. Luke Dean, Professo

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 Conference. For more information email plancomp@iarfc.org.

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

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

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Show your support to the students, IARFC members, and financial services community.

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Ahmed Edris, RFC®
Fred Ostermeyer, MRFC


Jay Bailey, RFC®
Michelle Blair, RFC®
Frederick J. Dunbar, RFC® 
Eileen Kohler, RFC®
Mr. Robert K. Meints II, RFC®
James R. Moss, RFC®


Allan Henriques, RFC®
Jessica J. Harris, RFC®
Steven B. Katz, RFC®
Frederick R. Mueller II, RFC®
Winston S. Williams, RFC®

Universities on Board for 2019 National Financial Plan Competition

Bowling Green University – Bowling Green, OH
Bryant University – Smithfield, RI
California State University – Northridge, CA
Central Michigan University – Mount Pleasant, MI
Clarion University – Clarion, PA
Creighton University – Omaha, NB
University of Illinois – Urbana, IL 
University of Missouri – Columbia, MO
University of North Florida – Jacksonville, FL
University of North Texas – Denton, TX
University of Wisconsin – Madison, WI
Utah Valley University – Orem, UT
Western Carolina University – Cullowhee, NC

Competition Timeline

9/20/18 – Case narrative sent to student teams
11/13/18 – Plans due at IARFC Office
11/29/18 – 6 plans selected for Semi Finals
1/8-9/19 – GoToMeeting presentation by 6 teams
1/21/19 – 3 plans selected for Finals
3/20-21/19 – Finals presentation in Nashville, TN

Competition Benefits

3 Finalist Teams receive:

• In person plan presentation time during the Finals of the Competition at the IARFC Annual Conference
• All Finals expense paid (airfare, lodging meals, conference registration)
• Certificates of recognition for placement in Competition
• One year of IARFC membership – Registered Financial Associate, RFA® (fees waived upon acceptance)
• Networking events with experienced financial consultants (potential career opportunities)
• Resume building achievements

Professors of Finalist Teams receive:

• All Finals expense paid (airfare, lodging meals, conference registration)
• Certificates of recognition for team placement in Competition
• One year of IARFC membership – Registered Financial Consultant, RFC® (fees waived upon acceptance)

Universities of Finalist Teams receive:

• Certificates of recognition for team placement in Competition

Media Coverage for students, professors, university:

• Publication of winning plan in the IARFC Academic Journal of Personal Finance
• Print 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 - 2018


“Education is the underlying factor in our competition. Students need to understand how to present to a real client, in the real world with a real case scenario. Developing a financial plan is the core of what we do.... IARFC Chairman and CEO H. Stephen Bailey MRFC.”

National Financial Plan Competition - Biltmore Conference in Asheville, NC on April 18, 2018:

First Place - Victoria Albanese from Bryant University – Mara Derderian Professor
Second Place - Jocelyn Li and Presley Fee from University of Illinois – Dr. Craig Lemoine Professor
Third Place - Bonnie Dang and Ashley Nobel from California State University Northridge – Shannah Compton Game, Professor;

"It has been an irreplaceable experience. Even if I hadn't made it this far, it gave me a solid foundation on how to set up a financial plan."  - 2018 Winner, Victoria Albanese, Bryant University.