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Teams of college students to test their financial planning knowledge at FPA Annual Conference

DENVER –The Financial Planning Association® (FPA®), Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) are pleased to announce the 2014 Financial Planning Challenge finalists. This competition, which is jointly sponsored by the three groups, is designed exclusively for college and university finance undergraduate degree programs registered with the CFP Board, or related fields of study, through a three-stage event. The first two phases are modeled after CFP Board’s Financial Plan Development (Capstone) Corse requirement.
The final stages of the competition occur at the FPA Annual Conference – BE: Seattle 2014, the annual conference of the financial planning community, to be held Sept. 20 – 22 in Seattle. 

The Financial Planning Challenge supports the next generation of financial planners by engaging students and program directors in the financial planning community; raising awareness of career opportunities; and encouraging learning and networking in the financial planning profession. This year, 14 teams competed with the following top eight advancing to the final rounds at FPA’s annual conference: 

Kansas State
Texas A&M
University of Akron
University of Georgia
Utah Valley University
Virginia Tech
Western Carolina University
William Paterson University

“The Financial Planning Challenge has been a highlight of the FPA Annual Conference for several years,” said Lauren M. Schadle, CAE, FPA executive director and CEO. “It presents a wonderful opportunity for participating students to share their knowledge of financial planning and meet those who have been instrumental in the forging of the profession. We could not have two better partners in this program than Ameriprise and CFP Board as they, like FPA, are committed to building the profession.”

CFP Board’s CEO Kevin R. Keller, CAE said: “Financial planning is a growing and thriving profession and the Financial Planning Challenge showcases the best and brightest of our next generation of financial planners. We are proud to help build a bridge for students at CFP Board’s education programs to ultimately obtaining their CFP® certification and having a career in financial planning.”   

Teams advance in the challenge by competing in the following phases:

Written financial planning case study
Case study presentation
“How Do You Know?” Challenge, a game-show style financial planning knowledge contest 

The case study presentation and game-show style knowledge contest occur at the FPA Annual Conference. The top three winning teams will receive a monetary scholarship for their school. 

“The financial planning challenge is an important way for these students to better understand planning and begin developing skills that will help them move into a career that involves financial planning,” said Mike Greene, CFP®, senior vice president, Ameriprise Financial. “Ameriprise is proud to sponsor this event as it is an important step in developing the next generation of financial planners.”