The International Association of Registered Financial Consultants (IARFC) is pleased to announce the results of the first stage of this year’s National Financial Plan Competition. Four teams will advance to the Semi-Finals and start preparing their presentations for an indepth web conference in front of the Board of Directors during their Annual Board Meeting on March 3rd.
The Semi-Finalist teams who are scheduled to explain their financial plan this year include:
- Molly Funk from Bryant University in Smithfield, RI – Mara Derderian Professor
- Cole Brownell and Anthony Peleaz from California State University Northridge in Northridge, CA – Inga Chira Professor
- Daniel Ingles and Grant Hulett from Central Michigan University in Mount Pleasant, MI – Douglas Iles Professor
- Alexander Pucilowski from Clarion University of Pennsylvania in Clarion, PA – Jeffrey Eicher Professor
Being an industry practitioner, bringing real life planning to the classroom is my passion. Competitions like this, that engage students and require applied knowledge are so powerful in true learning. It is one thing to learn about concept. It is very different to require knowledge be applied to specific client situations. This competition helps students better prepare for the real-life in the financial planning industry.” Douglas C. Iles, Central Michigan University Professor.