National Financial Plan Competition

The Competition has begun!  Registration is closed for the 2018 National Financial Plan Competition. Students are reviewing the fictional case narrative and are putting their plans together for the November 20th entry deadline.  Join us at the 2018 IARFC Biltmore Conference and become one of the judges of the finals.  It’s a great way to network with upcoming Financial Professionals.  Consider being a sponsor. Promoting the competition gives back to the Financial Services industry and supports the students participating in the competition.


The competition allows for extensive learning opportunities. Individual students or teams of two are sent a fictional case study and (1) initially develop a personal financial plan following submission guidelines, (2) as a semi-finalist present the plan via webinar to a panel of financial professionals and finally (3) as a finalist explain their conclusions live in front of experienced consultants. “Education is the underlying factor in our competition,” advises IARFC Chairman H. Stephen Bailey, RFC®. “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.”

Download What You Need

Details, Rules & Resources
Participation Agreement

2018 Competing Universities


The Finalists proceeding through to Asheville to compete are:

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

2018 Competing Universities
Bowling Green State University – Bowling Green, OH

Bryant University – Smithfield, RI

California State University Northridge – Northridge, CA

Clarion University – Clarion, PA

East Tennessee State University – Johnson City, TN

University of Illinois – Urbana, IL

University of North Florida – Jacksonville, FL

University of North Texas – Denton, TX

Utah Valley University – Orem, UT

Western Carolina University – Cullowhee, NC

2018 Sponsorships

Corporate Sponsors

Individual Sponsors

James B. Moss, Jon M. Rogers, Rick Stanzione

Michelle K. Blair, Jeremy Gottlieb, Fredrick C. Ostermeyer

Douglas D. Brown, Isabel Cooper, Samuel T. Denton, Frederick J. Dunbar, Thomas J. Price

Jay Bailey, Kevin T. Davis, Steven Katz, Vincent DiPietro, Barry Gile, Michael C. Lincoln, Michael L. Martin, Stephen K. Powell, Jeffrey L. Reitzel, Paul R. Schwabe, Aghee W. Smith, Brian P. Walsh, Winston S. Williams, Mayo M. Woodward