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National Financial Plan Competition

2020 Competition...

Professors – Register Students to Compete

Registration Deadline Extended:
Participation Agreement and Team Assignments due: September 25, 2019


The IARFC is calling for university registration for the 2020 Competition. Professors can sign up their student teams by downloading the forms below and submitting them to plancomp@iarfc.org. Registrations are now due by September 25, 2019.
Details, Rules & Resources
Participation Agreement
Team Assignments and Software Request


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.

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

SPONSOR TODAY - Click here


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

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Michael Markey, Jr., MRFC®


Michelle K. Blair, RFC®


H. Stephen Bailey, MRFC®


Rick R. Mueller, RFC®
Bob K. Meints, RFC®
Sandy D. Propst, RFC®
Dominique G. Vercaemert, RFC®
Scott A. Wright, RFC®
Steven B. Katz, RFC®





Universities on Board for 2020 National Financial Plan Competition


Competition Timeline

9/26/19 – Case narrative sent to student teams
11/13/19 – Plans due at IARFC Office
12/11/19 – 6 plans selected for Semi Finals
1/21-22/20 – GoToMeeting presentation by 6 teams
1/31/20 – 3 plans selected for Finals
4/21-24/20 – Finals presentation in Cincinnati, OH

Prior Competitions

2019 NFPC
2018 NFPC

Competition Benefits

Finalist Teams receive:

• In person plan presentation time during the Finals of the Competition at an IARFC Meeting or Conference• All Finals expense paid (airfare, lodging meals, applicable event 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®) or Master Registered Financial Consultant (MRFC®) (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