3 students from WPU participated in the national financial planning case study competition sponsored by Ameriprise, the CFP(r) Board, and the FPA. The top 8 teams from around the country will be flown to Denver, CO where they will attend the national FPA conference for 4 days and have a chance to present their financial plan in front of judges and professionals from around the country.
Our 3 proud participants are Nick Scheibner, Cagla Yildirim, and Nathan Phillips. Good luck! They completed their case study and are waiting to hear back from the judges.
Michael Ciccone completed an independent study this summer by creating a comprehensive financial plan for a mock client.
Keep up the good work.