Sunday, September 24
A Growing Global Community

Finalists Concur, Plan Competition is a Worthwhile Experience

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Recently the IARFC hosted the semi-finals for the National Plan Competition in Middletown, OH via web conference. Three teams of students and their professors are now making plans for Las Vegas.

When asked how worthwhile was the experience so far of competing in the Plan Competition, this is how a number of our finalists responded…

“I think this experience has been very worthwhile because I have learned a lot more about what it’s really like interacting with a client. I think the conference and the final presentation will also be a very worthwhile experience.” Jamie Pepin, Shepard University

“The experience of the competition proved to be a beneficial one. We learned a lot different facets of a financial planning business and it will help for the future. It was a great learning experience and really felt like a real-life example, as if you really wanted to help someone with their situation.” Kyle Creedon – Bryant University

“This experience has been invaluable. Our team was comprised of students in different years of schooling so we learned an immense amount from each other. We took our learning from the classroom and put it into real world application.” Bonnie Bailey – Shepherd University

“Very worthwhile. We were able to use our skills learned from class in a real life example. Being able to do so has been beneficial while preparing for our future careers.” Becca Smoody – Bowling Green State University

The teams were judged by the IARFC Board Members Isabel Cooper, Les Anderson, Nick Royer, Jon Rogers, Steve Bailey and Michelle Blair. These professionals were very pleased at the results and are looking forward to the live event in Las Vegas.

The IARFC is proud to be part of helping students in financial education curriculum broaden their experience and wish them well at the Plan Competition May 1st.


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