Semi-Finalists Announced IARFC National Financial Plan Competition

UVU is sending two teams to the Semi-Finals of the National Financial Plan Competition in Cincinnati, OH on April 23. "When I see the incredible amount of time, effort, and energy these students worked to help this mock client, it gives me great confidence in how they will treat their actual clients in the future," said Luke Dean, associate professor of personal financial planning. "These students went way above and beyond the call of duty with the quality of their work on this case study. Their efforts were rewarded with UVU being the only university in the country to get two teams into the semi-finals.  This IARFC financial planning case study competition really gives the students a taste of what it’s like to be a professional in this field helping families to achieve their life goals and dreams.  This is one of the best learning experiences they have while they’re in school."                                                       

Press Release published by IARFC

The International Association of Registered Financial Consultants (IARFC®) announces the 6 teams that will move on to the Semi-Finals of the National Financial Plan Competition. These undergraduate teams were selected from submissions representing 15 universities nationwide with financial service programs.

Selected to continue are:

  • Jackie Battles, University of North Texas, Dave Ragan, RFC®, Professor
  • Abigail Adams and Zachary Wakamatsu, Utah Valley University, Dr. Luke Dean, RFC®, Associate Professor
  • Michele Boyle and Gianfranco Gonzales, William Paterson University of New Jersey, Dr. Tao Guo, Assistant Professor
  • Dominique LaSalvia and Ethan Krumwiede, University of Illinois Urbana-Champaign, Dr. Craig Lemoine, MRFC®, Director
  • Allison Biddix and Michael Austin, Western Carolina University, Dr. Patrick Payne, Assistant Professor
  • Jacob Hogan and Brenden Fillerup, Utah Valley University, Dr. Luke Dean, RFC®, Associate Professor

The IARFC National Financial Plan Competition is open to undergraduate university students who are enrolled in a financial services curriculum. From a fictional case narrative, the students are requested to craft a financial plan for judging. The Competition progresses through 3 stages, ending in 3 teams of students presenting their plan in person at the IARFC Annual Board Meeting.

In the Semi-Finals stage, the students attend a preliminary technical meeting for an equipment check and then will schedule their plan presentation time. On those days, the teams give their recommendations with accompanying PowerPoints for videotaping. These sessions will subsequently be sent to the IARFC Board of Directors for voting on the 3 finalists.

These final selected 3 teams will give their plans in person at the IARFC Annual Board Meeting in Cincinnati, OH April 23. “The National Financial Plan Competition continues to give students interested in the financial services profession an opportunity to gain practical experience,” relates IARFC Trustee Chairman and CEO H. Stephen Bailey, MRFC®. “I am extremely pleased with our semi-finalist this year and wish them well as they go through the next phase of the Competition.”

For the full release visit: http://www.prweb.com/releases/semi_finalists_announced_in_iarfc_national_financial_plan_competition/prweb16791801.htm.