Final Participants Selection in National Financial Plan Competition

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The International Association of Registered Financial Consultants (IARFC) recently selected the Finalists for its National Financial Plan Competition to be held in Charlotte, NC on April 20 & 21. Heading to the final phase of the competition to present their financial plans are teams from Bryant University in Smithfield, RI, California State University Northridge in Northridge,CA, and Central Michigan University in Mount Pleasant, MI.

Judging Semi-Finals via Webcast

Judging this competition as a Board Member of the IARFC gives each one of us an insight to the upcoming professionals in our field...Jon Rogers, RFC®, Treasurer.

The National Financial Plan Competition is organized through the IARFC for undergraduate students in a curriculum related to Financial Services and sponsored in part by an elite group of corporate sponsors. Participants were given a fictional case study of a family with an overview of their financial picture. From that data, teams were asked to produce a financial plan with recommendations for current and future action. The teams that advanced to the Finals were selected by the IARFC Board of Directors the day before their recent annual Board Meeting.

The Finalists proceeding through to Charlotte to compete are: Molly Funk from Bryant University in Smithfield, RI – Mara Derderian Professor; Cole Brownell and Anthony Peleaz from California State University Northridge in Northridge, CA – Inga Chira Professor; Daniel Ingles and Grant Hulett from Central Michigan University in Mount Pleasant, MI – Doug Iles Professor.

The IARFC feels this competition gives students an exercise in real-world practice – that of analyzing a client’s situation and critically thinking a course of action. In many cases, professors have used this exercise as part of their curriculum. “Judging this competition as a Board Member of the IARFC gives each one of us an insight to the upcoming professionals in our field,” said Jon Rogers, RFC® and treasurer of the Association. “I enjoy each phase of the competition and look forward to judging the Finals in Charlotte.”

These live presentations of plans will again take place at the Charlotte Motor Speedway Club in Charlotte, NC - the second year in a row at this popular venue. The competition is a two-day event. Day 1, April 20th features industry relevant presentations for both the experienced consultant and those just starting their careers. Featured speakers are Barry L. Dayley, RFC®, Money Concepts International, Inc. in Palm Beach, FL; Peter J. D’Arruda, RFC®, Capital Financial Advisory Group, LLC in Apex, NC, Nicholas Royer, RFC®, Group 10 Financial, LLC in Winter Park, FL; Stephanie Bailey RFC®, HB Financial Resources, LTD in Charlotte, NC: and Jon Rogers RFC®, Rogers Financial Group, LLC in Greenville, SC.

Registration to become a judge for the competition and attend the CE presentations on April 20-21 in Charlotte, NC can be found on the IARFC website.

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Wendy Kennedy
IARFC
+1 (800) 532-9060 Ext: 308
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Susan Cappa
IARFC
(800) 532-9060 306
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