The Financial Planning Association® (FPA®), Ameriprise Financial and CFP Board are pleased to host the 2014 Financial Planning Challenge.
This distinctive competition is designed exclusively for undergraduate degree programs registered with CFP Board. In this challenge, teams compete to advance through three phases:
Written Financial Planning Case Study
Financial Planning Case Study Presentation
"How Do You Know?" Challenge, a game-show style financial planning knowledge contest
In the first phase of the competition all student teams will be given profiles for two hypothetical clients and must prepare a comprehensive financial plan.
After the first phase is judged and awarded, the top eight teams will advance to the next phases of the competition to be held in conjunction with FPA BE: Seattle 2014, September 20-22, 2014.
All teams must orally present their case studies to a panel of judges and participate in the "How Do You Know?" Challenge.
The top three winning teams will be awarded a monetary scholarship for their school.
Judges will be selected by each presenting organization and will assess student teams on demonstrating the CFP Board Financial Plan Development Course requirement.
Congratulations to the Top Eight Teams Advancing to Phases 2 and 3 in Seattle, WA:
- Kansas State
- Texas A&M
- University of Akron
- University of Georgia
- Utah Valley University
- Virginia Tech
- Western Carolina University
- William Paterson University
2014 Competition Timeline:
February 26 – Participation Application Open and Case Available
April 1 – Participation Application Deadline
May 15 – Phase 1 Case Submission Deadline
July 15 – Top 8 Student Teams Announced
July 22 – Academic Advisor Conference Call
September 19 – Onsite Orientation and Reception
September 20 – Phase 2: Financial Planning Case Study Presentations
September 21 – Phase 3: “How Do You Know?” Challenge
September 20-22 – Students Participate in Annual Conference Networking and Learning Opportunities
Teams may consist of up to three undergraduate students. Students may not participate in more than one team.
All participating students must be enrolled in an undergraduate degree program registered with CFP Board as of the Phase 1 Written Case submission deadline, May 15.
Students considered graduate students by their school may not participate.
Each team must be represented by an Academic Advisor.
Students are prohibited from seeking advice from professionals or from persons not participating in the challenge.
Limit to one team per school.
Submit your team's application.
Financial Planning Challenge 2014 Guidelines
Phase 1: Written Financial Planning Case Study
Phase 1: Case Grading Rubric
Phase 2: Financial Planning Case Study Presentation Guidelines
Phase 2: Case Grading Rubric
View the FPC 2013 Phase 2 Case Study Presentations
View the FPC 2013 Phase 3 “How Do You Know?” Challenge
2013 Written Financial Planning Case Study