National Financial Plan Competition

Get Ready for the 2019 Competition...

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.

 “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 results from the IARFC 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.

Download What You Need

Details, Rules & Resources
Participation Agreement

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