Saturday, May 18
A Growing Global Community

Universities Compete in the 2020 IARFC National Financial Plan Competition

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Students from Central Michigan University review their “fictional plan” with their
“pretend clients” in 2019 IARFC National Financial Plan Competition Finals in Nashville, TN.

The International Association of Registered Financial Consultants (IARFC®) is in the early stages of its IARFC National Financial Plan Competition. 15 Universities representing 90 students divided into 58 teams have registered to compete in the 2020 event culminating in team presentations at the IARFC Annual Board Meetings in Cincinnati, OH next April.

The participating universities are:

  • Bowling Green University – Bowling Green, OH
  • Brigham Young University, Rexburg, ID
  • Bryant University – Smithfield, RI
  • California State University – Northridge, CA
  • Central Michigan University – Mount Pleasant, MI
  • Illinois State University – Normal, IL
  • Kansas State University – Manhattan, KS
  • University of Akron – Akron, OH
  • University of Illinois – Urbana, IL
  • University of North Florida – Jacksonville, FL
  • University of North Texas – Denton, TX
  • Utah Valley University – Oren, UT
  • Western Carolina University – Cullowhee, NC
  • William Paterson University of New Jersey – Wayne, NJ
  • Winthrop University – Rock Hill, SC

“We are excited about participating in the 2020 IARFC National Financial Plan Competition. I feel it is critically important for the University of North Florida students to understand the components of financial planning, how to present it to their potential clients, and to benefit from the practice of creating a comprehensive financial plan. I appreciate the IARFC investing in our students, providing this opportunity to compete on a national level and look forward to watching them succeed.”

Professor Ron Heymann, Director Financial Planning Program – University of North Florida

Students have been sent the case narrative to start developing their plans. Due date for entries is November 13.


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