Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge

Students to display their financial planning knowledge at the 2017 FPA Annual Conference

DENVER (September 19, 2017) –The Financial Planning Association® (FPA®), Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) are pleased to announce the 2017 Financial Planning Challenge finalists.

This competition, which is jointly sponsored by the three groups, is designed exclusively for college and university finance undergraduate degree programs registered with CFP Board, or related fields of study, through a three-stage event. The first two phases are modeled after CFP Board’s Financial Plan Development (Capstone) Course requirement.

The Financial Planning Challenge supports the next generation of financial planners by engaging students and program directors in the financial planning community; raising awareness of career opportunities; and encouraging learning and networking in the financial planning profession.

Eight Teams Chosen:

This year, the following eight teams are advancing to the final rounds at the 2017 FPA Annual Conference, to be held Oct. 2-4 in Nashville:

  • California State University – Northridge
  • Texas A&M University
  • Texas Tech University
  • University of Akron
  • University of Georgia
  • University of Illinois – Champaign-Urbana
  • Utah Valley University
  • Winthrop University

An Financial – Educational Platform

“With our wonderful partners at CFP Board and Ameriprise Financial, we are able to provide these students a terrific platform where they can showcase their knowledge while connecting with some of the profession’s leading practitioners and thought leaders,” said FPA Executive Director/CEO Lauren M. Schadle, CAE. “These students and faculty have worked hard to secure a place in the finals of the Financial Planning Challenge and we look forward to welcoming them to the FPA Annual Conference in October.”

“These talented individuals from CFP Board-Registered Programs who are participating in the Financial Planning Challenge represent the future of the financial planning profession,” said CFP Board CEO Kevin R. Keller, CAE. “We are pleased to once again support, along with FPA and Ameriprise Financial, an opportunity for them to showcase their work, connect with CFP® professionals and become even more engaged in the profession.”

designed exclusively for college and university finance undergraduate degree programs registered with CFP Board

Teams advance in the challenge by competing in the following three phases:

  1. Written financial planning case study
  2. Case study presentation
  3. “How Do You Know?” Challenge, a game-show style financial planning knowledge contest

The final stages of the competition, which includes the case study presentation and game-show style knowledge contest, takes place at the FPA Annual Conference. The top three winning teams will receive a monetary scholarship for their school.



About Ameriprise Financial, Inc.
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than120 years. With extensive asset management, advisory and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, or to find an Ameriprise financial advisor, visit
About Certified Financial Planner Board of Standards
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 74,000 individuals to use these marks in the U.S.
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 23,000 members with One ConnectionTM to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today’s CFP® professional. Learn more about FPA at and follow on Twitter at