Universities Compete in the 2020 IARFC National Financial Plan Competition

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The International Association of Registered Financial Consultants (IARFC®) is in the early stages of its IARFC National Financial Plan Competition. 15 Universities representing 90 students divided into 58 teams have registered to compete in the 2020 event culminating in team presentations at the IARFC Annual Board Meetings in Cincinnati, OH next April.

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Rebecca Boyle from University of North Texas - 2019 Competition Winner

We feel the Competition is an excellent way to prepare the next generation of financial professionals to meet the needs of their clients. ... IARFC Competition Coordinator, Vicki Caplinger.

The participating universities are:

  • Bowling Green University – Bowling Green, OH
  • Brigham Young University, Rexburg, ID
  • Bryant University – Smithfield, RI
  • California State University – Northridge, CA
  • Central Michigan University – Mount Pleasant, MI
  • Illinois State University – Normal, IL
  • Kansas State University – Manhattan, KS
  • University of Akron – Akron, OH
  • University of Illinois – Urbana, IL
  • University of North Florida – Jacksonville, FL
  • University of North Texas – Denton, TX
  • Utah Valley University – Oren, UT
  • Western Carolina University – Cullowhee, NC
  • William Paterson University of New Jersey – Wayne, NJ
  • Winthrop University – Rock Hill, SC

The Plan Competition centers around a case narrative of a fictional family. Students are asked to compose a financial plan and submit it to the IARFC for judging. The Competition process is conducted in the following phases:

Phase 1 INITIAL ENTRY – Submitted plans are judged by experienced financial professionals with six teams chosen to compete in Phase 2 SEMI FINALS.

Phase 2 SEMI FINALS – Six team presentations are judged via recorded sessions resulting in three teams advancing to Phase 3 FINALS.

Phase 3 FINALS – Three student teams and their professor travel, all expenses paid, to compete in person at the IARFC Annual Board Meetings in front of a panel of experienced professionals.

“Our Competition is growing, with even more universities this time than last,” remarked Vicki Caplinger, IARFC Competition Coordinator. “Giving these students an opportunity to work through the process of constructing a financial plan is priceless experience. We feel the Competition is an excellent way to prepare the next generation of financial professionals to meet the needs of their clients. Students take away the realization that they can make a difference in someone’s life.”

The IARFC is seeking corporate sponsorship for these college students and this event. Contact Susan Cappa, IARFC Public Relations to obtain information on how to fund this highly successful program. “In this business where there will be significant need for young professionals, we feel our Competition makes a difference,” acknowledges Ms. Cappa. “It is a positive way for corporate entities to step up to the plate and support these young people.”

For more information on the IARFC National Financial Plan Competition, visit http://www.iarfc.org. For sponsorship information download Corporate Sponsorship Opportunities.

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