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National Financial Plan Competition

Register Now for the 2019 Competition...

 

 


Registration Deadline: September 10!


IARFC opens registration for the 2019 National Financial Plan Competition. The IARFC extends its invitation to professors and their undergraduate students enrolled in Financial Services curriculum's to participate in the production of a comprehensive personal financial plan based on uniform sample data provided.

The Competition allows for extensive learning opportunities. Individual students or teams of two are sent a fictions case study to:
  1. Initally develop a personal financial plan following submission guidelines.
  2. As a Semi-Finalist present the plan via webinar to a panel of financial professiionals and
  3. As a Finalist explain their conclusions live in front of experienced consultants at the IARFC Conference 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
 

 

We invite you to take part in the IARFC Annual Conference and collegiate National Financial Plan Competition. This is your opportunity promote your services among the IARFC membership, prospects and the next generation of financial consultants. 

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We invite you to take part in the IARFC National Financial Plan Competition. Show your support to the students, IARFC members, and financial services community.

DONATE TODAY - Click here

                                                                                                           

 




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:

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.