Semi-Finalists Announced in IARFC National Financial Plan Competition

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The International Association of Registered Financial Consultants (IARFC) announces the 6 teams who will move on to the Semi-Finals of the National Financial Plan Competition. These undergraduate teams were selected from 56 entries submitted by 13 universities nationwide with financial service programs.

Developing and personally presenting a financial plan through the competition is a wonderful experience for my students. This experience greatly enhances their financial services curriculum...Dr. James Green, University of Missouri.

Selected to continue are:

  • Central Michigan University, Drake Uplinger and Nick Urban – Mark Van Vorhees, Professor
  • Western Carolina University, Derek Pelayo-Quezada and John Wedthoff – Dr. Patrick Payne, Professor
  • University of Missouri, Elizaveta Korshunova and Yaqi Fang – Dr. James Green, Professor
  • University of North Texas, Amanda Sasko – Dave Ragan, Professor
  • University of North Texas, Rebecca Boyle – Dave Ragan, Professor
  • Utah Valley University, Kylee Nelson and Bailey Misbach, Dr. Luke Dean Professor

“I am excited that our team from the University of Missouri has made it to the Semi-Finals,” comments Dr. James Green. “Developing and personally presenting a financial plan through the competition is a wonderful experience for my students. This experience greatly enhances their financial services curriculum. Bravo to the IARFC for investing in the next generation of financial service professionals.”

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 Conference.

In the Semi-Finals stage, the students attended a preliminary technical meeting for an equipment check and pointers on their presentations scheduled for January 8 and 9. On those days, the teams will present their plans with accompanying PowerPoints for videotaping. These sessions will subsequently be sent to the IARFC Board of Directors for voting on the 3 finalists.

These final selected 3 teams will give their plans in person at the IARFC Annual Conference in Nashville, TN March 20-22. “The National Financial Plan Competition is an important event for the IARFC,” relates IARFC Chairman and CEO H. Stephen Bailey, MRFC. “We take our commitment seriously and feel the Competition gives undergraduate students experience in client engagement that they will need later on in their financial services careers.”

More information on the International Association of Registered Financial Consultants and the National Financial Plan Competition can be found on http://www.iarfc.org. Those interested in attending the IARFC Annual Conference can register now.

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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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