2016 National Financial Plan Competition Registration Begins

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The International Association of Registered Financial Consultants (IARFC) announces the opening of registration for the 2016 National Financial Plan Competition. The IARFC extends its invitation to undergraduate college students enrolled in Financial Services curriculums to participate in the production of a comprehensive personal financial plan based on uniform sample data provided.

Winning Team 2015 Competition - Bryant University

Students need to understand how to present to a real client, in the real world with a real case scenario...IARFC CEO, Ed Morrow

The competition allows for extensive learning opportunities for the students. These include: developing a personal financial plan following submission guidelines, as a semi-finalist presenting the plan via webinar to the IARFC Board Members and finally as a finalist presenting live in front of experienced financial professionals. “Our goal of the plan competition is an educational one,” says IARFC CEO Ed Morrow. “Students need to understand how to present to a real client, in the real world with a real case scenario. Completing this process simulates a realistic career experience.”

Universities that participated in the 2015 semi-finals and finals were: Bryant University, Smithfield, RI – faculty advisor Mara L Derderian, RFC®; Shepherd University, Shepherdstown, WV – faculty advisor Nicolas Pologeorgis, Ph.D., RFC®; Virginia Commonwealth University, Richmond, VA – faculty advisor, John P. McFarland; Western Carolina University, Cullowhee, NC – faculty advisor Grace C. Allen, Ph.D; Winthrop University, Rock Hill, SC – faculty advisor Philip Gibson Ph.D.

Winners for the 2015 competition determined in Charlotte, NC last May were: First Place: Bryant University from Smithfield, RI - team members David Ferraro and Staci Rezendes. Second place: Winthrop University from Rock Hill, SC - team members Kristin Cranford and Victoria Davis. Third place: Bryant University from Smithfield, RI - Nicholas Zacchilli, faculty advisor Mara Derderian.

“Participating in the IARFC National Financial Plan Competition has definitely broadened my view of the financial world,” relates first place winner Staci Rezendes. “Not only does it help you on your resume but throughout your life because you have to plan for your financial needs as well.”

The National Financial Plan Competition relies on Corporate Sponsorship and individual sponsorship from its members. These members are very interested in helping students in financial programs have a real world experience – the financial plan being a core product for a client. The competition also provides opportunities for students to network and gain insight from financial services professionals.

In 2016, the semi-finalists will be presenting their plans via webinar to the IARFC Board of Directors on March 3rd. Final judging will be held in Charlotte, NC on April 20th & 21th in front of experienced advisors. Deadline for Plan Submission by students is December 15, 2015.

Registration is now open and the IARFC is accepting entries from individuals or two person teams. To find out more information about the 2016 Competition, go to the IARFC website or contact Amy Primeau at 800.532.9060 ext 307.

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Wendy Kennedy
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Susan Cappa
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