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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.


Congratulations to the following teams advancing

to the final round at the FPA Annual Conference

Kansas State University

Texas A&M University

Texas Tech University

University of Akron

University of Georgia

Utah Valley University

Virginia Tech

William Paterson University


Thank you to the Phase 1 Judges

Peggy Doviak, Ph.D., CFP®;  Kristine Beck, Ph.D.; Matt Jorgensen, CFP®



  • ​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 27 – Academic Advisor Conference Call

Sept 24  – Onsite Orientation

Sept 25 – Phase 2: Financial Planning Case Study Oral Presentations

Sept 26 – 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

Phase 1: Written Financial Planning Case Study​

Phase 1: Case Grading Rubric​​ 

Phase 2: Presentation Grading Rubric   



1st place team overall:  $10,000 scholarship for their school

2nd place team overall:  $5,000 scholarship for their school

3rd place team overall:  $1,000 scholarship for their school


In addition, each member of the 1st place team overall will also receive 1 hour of Career Coaching from Caleb Brown, MBA, CFP®  at New Planner Recruiting and a free live review course for the CFP exam from Kaplan Financial Education.



2014 Financial Planning Challenge Finalists:

First Place: University of Akron

Second Place: Utah Valley University

Third Place: William Paterson University


2014 Financial Planning Case Study​