National Financial Plan Competition 2025

Great News!
The Semi-Final Judging is now complete! These 6 teams will be competing for 3 slots for their chance to present live at the IARFC's Financial Forum in Orlando, FL at the World Center Marriott! The 6 teams advancing to the semi-finals are:

Stetson University - Jackson Koebel-Secky Giovanni Fernandez, Associate Professor Utah Valley University - Ethan Efford & Gabriel Baldonado Luke Dean, Ph.D. University of North Texas -Roxana Renteria & Andrew Morello Dave Ragan, Adjunct Professor

University of North Texas - Bavly Bebawy Dave Ragan, Adjunct Professor University of Arizona - Julian Castro & Heidi Stoeckman Patrick Payne, Associate Professor Texas Tech University - Andrew Matz & Chris Jones Michael Guillemette, Associate Professor

Get Real-World Experience

Eligibility: The IARFC National Financial Plan Competition is open only to undergraduate university students who are enrolled in a curriculum of personal financial planning or financial services at a University or College in the US and 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 in person to a “real client” at the IARFC Financial Forum in front of an audience. 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.
• International Chapter will be responsible for their finalist team(s) round-trip airfare to Orlando, FL. (Professors may attend at their own expense.)

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

2025 Plan Competition Registration Documentation 
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 the IARFC Financial Forum
• All expenses paid (airfare*, lodging, meals, applicable event registration)
• 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 Competition
 

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 Facebook, Twitter, Blog, and LinkedIn
• Professional media release notifications
(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.)