Wednesday, March 22

Announcing the 3 Finalists of the National Financial Plan Competition

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We are excited to report that three teams have been chosen for the Final Phase of their National Financial Plan Competition. These Finals will take place on Thursday, April 23 at the IARFC Annual Meeting in Cincinnati, OH.

For 2020, the following students will be gearing up for their live presentation to IARFC Trustees and Board Directors:

  • Abigail Adams and Zachary Wakamatsu, Utah Valley University – Associate Professor Dr. Luke Dean
  • Allison Biddix and Michael Austin, Western Carolina University – Dr. Patrick Payne
  • Jackie Battles, University of North Texas – Adjunct Professor Dave Ragan

“Our students really rose to the challenge provided by the IARFC’s National Financial Plan Competition,” observed Dr. Patrick Payne of Western Carolina University. “It expanded their horizons and encouraged them to dive deep into the planning process. We are very proud of them and their hard work on this competition!”

The National Financial Plan Competition is organized through the IARFC for undergraduate students in a curriculum related to Financial Services and supported in part by IARFC members and corporate backers such as 2020 sponsors Money Concepts International and Envestnet MoneyGuide.

This competition gives students an exercise in real-world practices – that of analyzing a client’s situation and critically thinking a course of action. In many cases, professors have used this exercise as part of their curriculum. Participants were given a fictional case study of a family and an overview of their financial picture. From that data, teams were asked to produce a financial plan with recommendations for current and future action.

“I am extremely proud that our competition prepares students for their financial services career. Developing a financial plan is at the core of what we do. By participating in the event, the teams gain valuable experience in how that process works. I salute the university professors who support the competition and look forward to yet another year of networking with the promising financial professionals of the future.” IARFC Trustee Chair and CEO, H. Stephen Bailey, MRFC®.

The competition will be judged this year by the IARFC Board of Trustees and the US Chapter Board of Directors. Both Boards will convene in Cincinnati, OH for their annual meeting where the actual live presentation finals will take place on Thursday, April 23. For information on the IARFC National Financial Plan Competition and how to become a Corporate Sponsor or an Individual Donor, visit


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