Thursday, July 25
A Growing Global Community

Call for Corporate Sponsorships – IARFC 2020 National Financial Plan Competition

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The International Association of Registered Financial Consultants (IARFC®) is reaching out to corporate entities in the financial services industry to support their 2020 National Financial Plan Competition. The competition challenges undergraduate university students to craft a financial plan, the core of a consultant’s practice, and submit their recommendations for judging.

Working from a fictional family financial case narrative, the students have to analyze data, find solutions, and present their financial plan articulately. Last year the entries included 13 universities nationwide, encompassing 71 teams. Ultimately 3 teams were brought to Nashville, TN during the IARFC Conference to present their plan to experienced financial professionals. The importance of this experience is to take what they are learning in class and apply it to a real world scenario.

Encouraging This NextGen of Consultants

The shrinking number of financial consultants equates to a shortage of up and coming professionals. A job outlook statistic from the Bureau of Labor Statistics sees a 7% faster than average growth in job outlook for 2018-28. This becomes an important statistic when attracting the next generation to a career in financial services. What better way to support an industry that encourages this career interest than to reach students at the collegiate level?

“Coming from a consultant who has enjoyed a successful and lucrative career in financial services, we have got to reach out to young people and instill in them the benefits of helping others through financial responsibility,” comments IARFC Trustee Chair and CEO, H. Stephen Bailey, MRFC®. “Your Corporate Sponsorship means the continuation of the out-of-classroom education for these future consultants who need to understand fiduciary responsibility. It is a win-win scenario for everyone.”

Corporate Involvement

Corporate Sponsorship gains positive visibility and advertising. Download the Corporate Sponsorship Opportunities Information to find out how the IARFC can promote corporate backing. A short webinar that details Competition Phases and Sponsorship is available upon request.

Corporate Sponsorship Levels Include:

  • $25,000 – Diamond
  • $15,000 – Platinum
  • $10,000 – Gold
  • $5000 – Silver

For more information on the IARFC National Financial Plan Competition Corporate Sponsorship, contact Susan Cappa, Public Relations at 513.424.1589. Visit for more information on the competition itself.


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