Financial Planning Challenge: Case Study Presentations Part 1

After spending months preparing, the top eight teams have earned their chance to compete against the best and brightest in the 2023 Financial Planning Challenge. This competition, jointly sponsored by Ameriprise Financial, CFP Board and FPA, is designed exclusively for college and university finance undergraduate degree programs registered with CFP Board, or related fields of study, through a three-stage competition modeled after CFP Board’s Financial Plan Development (Capstone) Course requirement.

In Phase 2, each team will have 20 minutes to present their comprehensive financial plan to a panel of judges serving in the roles of the clients. Come and see these students in action!

Schedule:
9:00 - The Ohio State University
9:40 - Texas Tech University