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National Financial Planning Challenge Winners Announced

Four college teams win scholarships

DENVER, CO – The Financial Planning Association® (FPA®), the Academy of Financial Services (AFS), Ameriprise Financial, and the Certified Financial Planner Board of Standards, Inc. (CFP Board) announced the 2011 Financial Planning Challenge winners at FPA Experience in San Diego. The winners are:

First Place: $10,000

  • Fort Hays State University
    • Team members:
      • Nolan Kempke
      • Layne Krizek
      • Cameron Werth
      • Tom Johansen, Academic Advisor

Tie - 2nd Place Team: $5,000

  • Kansas State University
    • Team members:
      • Kari Christensen
      • Chelsy Parsons
      • Carmerin White
      • Mary Bell, Academic Advisor
  • William Paterson University – Team A
    • Team members:
      • Nicholas Bowman
      • Claudia Capilla
      • Michael Walsh
      • Luke Dean, Academic Advisor

3rd Place Team: $1,000

  • Virginia Commonwealth University
    • Team members:
      • LaTasha Evans
      • Soraya Harris
      • Joseph Stemmle
      • John McFarland, Academic Advisor

FPA, Ameriprise Financial, CFP Board and AFS jointly developed the Financial Planning Challenge to support the next generation of financial planners by: engaging financial planning students and faculty; raising awareness of career opportunities; and encouraging learning and networking in the financial planning profession.

This year, the Challenge featured 15 teams from 11 U.S. colleges and universities who competed to advance through three phases.

  1. Financial Planning Case Study
  2. Financial Planning Case Study Presentation
  3. The “How Do You Know Challenge”, a trivia-style financial planning knowledge contest

In the final phase of the competition, all teams presented their case studies to a panel of judges, and were reviewed based on how well they addressed the needs of the hypothetical clients.

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