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​​​The Financial Planning Association® (FPA®), Ameriprise Financial and CFP Board are pleased to host the 2015 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: Boston 2015, September 26-28, 2015.

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.

 

Eligibility

  • ​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 one team per school.

 

2015 Competition Timeline

May 15 – Phase 1 Case Submission Deadline

July 15 – Top 8 Student Teams Announced

July 23 – Academic Advisor Conference Call

TBD  – Onsite Orientation and Reception

TBD – Phase 2: Financial Planning Case Study Oral Presentations

TBD – Phase 3: "How Do You Know?" Challenge

September 26-28 – Students Participate in Annual Conference Networking and Learning Opportunities

 

Competition Materials

Financial Planning Challenge 2015 Guidelines (coming soon!)

Phase 1: Written Financial Planning Case Study​ (coming soon!)

Phase 1: Case Grading Rubric​​ (coming soon!)

Phase 2: Financial Planning Case Study Presentation Guidelines (coming soon!)

Phase 2: Case Grading Rubric (coming soon!)

 

 

2014 Financial Planning Challenge:

First Place: University of Akron

Second Place: Utah Valley University

Third Place: William Paterson University

 

2014 Financial Planning Case Study​