Sign In

Skip Navigation LinksOneFPA > About > Press Room > Financial Planning Challenge Finalists Announced

College students given the opportunity to test their knowledge in a real-world setting

DENVER –The Financial Planning Association® (FPA®), Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) are pleased to announce the 2013 Financial Planning Challenge finalists. This three-stage competition is designed exclusively for college and university finance undergraduate degree programs registered with the CFP Board, or related fields of study.

The final stages of the competition occur at FPA Experience 2013, the annual conference of the financial planning community, to be held Oct. 19 – 21 in Orlando, Fla.

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 Tech
  • University of Incarnate Word
  • University of Georgia
  • Utah Valley University
  • Virginia Commonwealth University
  • Virginia Tech University
  • William Paterson

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

  • Written financial planning case study
  • Financial planning 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 FPA Experience 2013. The top three winning teams will receive a monetary scholarship for their school.

“The Financial Planning Challenge has become an integral part of our conference. The hands on experience students receive coupled with the opportunities to network with industry professionals is what makes this competition a true success,” said Lauren M. Schadle, CAE, FPA executive director and CEO. “We are thrilled to partner with Ameriprise and the CFP Board in a combined effort and commitment to building a strong future for the profession.”

“CFP Board is pleased to once again co-sponsor this event,” said CFP Board CEO Kevin R. Keller, CAE. “We believe the Financial Planning Challenge serves as a great learning experience for both the students participating as well as all of our partner institutions relative to the Financial Plan Development Course requirement.”