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​​​​The Financial Planning Association® (FPA®), Ameriprise Financial and CFP Board are pleased to host the Financial Planning Challenge.  

 

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This distinctive competition is designed exclusively for undergraduate degree programs registered with CFP Board. In this challenge, teams compete to advance through three phases:

          1. Written Financial Planning Case Study

          2. Financial Planning Case Study Presentation

          3. "How Do You Know?" Challenge

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 in the fall. 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.

 

In recognition for the hours of research, application and presentation preparation, CFP Board will provide each team member hours toward the Experience requirement leading to certification. Students participating in phase 1 will be awarded 20 hours.

2019 Competition Timeline

May 24 – Phase 1 Case Submission and Registration Deadline

July 19 – Top 8 Student Teams Announced

Week of July 22 – Academic Advisor Conference Call

Oct 15 – Participant Orientation

Oct 16 – Phase 2: Financial Planning Case Study Presentations

Oct 17 – Phase 3: "How Do You Know?" Challenge

Oct 16-18 – Students Participate in Annual Conference Networking and Learning Opportunities

2019 Competition Materials

Financial Planning Challenge Guidelines

Registration Form
2019 Financial Planning Challenge Case Study
Phase 1: Case Grading Rubric​​ 
Phase 2: Presentation Grading Rubric   


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 May 1 or spring semester.

  • Students considered graduate students by their school may not participate.

  • Each team must be represented by an Academic Advisor throughout the competition.

  • Students are prohibited from seeking advice from professionals or from persons not participating in the challenge.

  • Limit one team per school.

  • Additional details can be found in the Financial Planning Challenge Guidelines.

Awards 

The top eight (8) student teams based on their Phase 1 score. These teams will advance to the final phases of the competition held in conjunction with FPA Annual Conference. Teams will be provided roundtrip airfare/transportation, lodging, $75 gift card, complimentary FPA Annual Conference registration, 1 year of FPA membership plus 60 hours toward the Experience requirement leading to certification.

 

In addition, the top three (3) teams will be awarded the following:

  • 1st Place Overall:  $10,000 scholarship for their school, one hour of Career Coaching from Caleb Brown at New Planner Recruiting and full scholarship to FPA's highly acclaimed Residency Program.

  • 2nd Place Overall:  $5,000 scholarship for their school

  • 3rd Place Overall:  $1,000 scholarship for their school

 

Previous Finalists and Case Studies

2018 Financial Planning Challenge

Finalists: First Place - Texas Tech University; Second Place - Utah Valley University; Third Place - Kansas State University

2018 Case Study​ 


2017 Financial Planning Challenge

Finalists: First Place - Utah Valley University; Second Place - University of Illinois at Urbana-Champaign; Third Place - Texas A&M University

2017 Case Study​ 

 

2016 Financial Planning Challenge

Finalists: First Place - William Paterson University; Second Place - The University of Akron; Third Place: Kansas State University

2016 Case Study​

 

2015 Financial Planning Challenge

Finalists: First Place - Kansas State University; Second Place - The University of Akron; Third Place: Utah Valley University

2015 Case Study
Watch the 2015 Phase 2 Case Study Presentations

 

2014 Financial Planning Challenge

Finalists: First Place - The University of Akron; Second Place - Utah Valley University; Third Place: William Paterson University

2014 Financial Planning Case Study​