Students Compete at the Financial Planning Challenge

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This morning, students from eight teams competed in a Jeopardy-style test of knowledge as the second phase of a three-phase competition. The “How Do You Know?” Challenge was a multiple choice, timed knowledge bowl across a variety of topics, including estate planning, retirement planning, protection planning and others. Teams of one to four undergraduate students from seven schools (Colorado State University, Fort Hays State University, two teams from Kansas State University, the Metropolitan State College of Denver, University of Northern Colorado, Western Carolina University and William Patterson University) competed, with the William Patterson team rallying late to win the competition with 5,250 points. 

The first phase of the competition was submission of a written case study, the “How Do You Know?” Challenge was the second phase, and the final phase, presented Monday, will be the presentation of financial plans. Students found out today that their case studies have a twist, which they’ll need to address in their presentations on Monday. The competition, long known as the Ameriprise Invitational, is being held for the first time in conjunction with the FPA annual conference.

Mary Corbin
Senior Editor, Journal of Financial Planning
Managing Editor, FPA Press
Financial Planning Association

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