
National Financial Plan Competition 2023
National Financial Plan Competition Finalists!
The Semi-Finals have concluded. The Board of Trustees have given their scores and the teams advancing to the finals are:
• Josh Bell & Layton Alder - Utah Valley University
• Logan Larochelle & Anthony Cassio - University of North Florida
• Ethan Farar & Austin Kunzler - Utah Valley University
The finals consist of each team presenting their financial plan to their 'clients' - not a panel of judges. Trustee Vice Chair, Michael Markey, MRFC® and his wife Vanessa will portray this year's fictional clients.
The US Chapter Board will be in Ohio at the IARFC's Headquarters where they will judge the finals virtually. A member of this board will travel to the University of the 1st place winner to present their award(s) in person.
Congratulations to all finalists and Good Luck!
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 Donor.The Registration Deadline is October 15, 2022
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 an IARFC Meeting
• All expenses paid (airfare, lodging, meals, applicable event registration)
• One year of IARFC membership or Registered Financial Associate, RFA® (fees waived upon acceptance)
• Networking opportunities with experienced financial consultants (potential career opportunities)
• Resume building achievements
Professors of Finalist Teams receive:
• All expenses paid (airfare, lodging, meals, applicable event registration)• Certificates of recognition for team placement in Competition
• One year of IARFC membership or Registered Financial Consultant (RFC®)
(fees waived upon acceptance)
Universities of Finalist Teams receive:
• Awards for the UniversitiesMedia 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
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Mary Moose, RFC®
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