FINANCIAL PLANNING PROGRAM

WPU is proud to be the 1st officially registered student chapter of the Financial Planning Association.



Friday, October 14, 2011

WPU wins silver at the 2011 National Financial Planning Challenge in San Diego

For the 2nd year in a row -- WPU placed in the National Financial Planning Challenge.  The students tied for 2nd with Kansas State, and placed ahead of VCU, Texas Tech, Missouri, Georgia, Metro State College of Denver.  

Congratulations to Claudia, Nick, and Mike for representing WPU well, and their success is well deserved after all the time and effort they put into preparing for this competition.
Claudia Capilla, Nick Bowman & Mike Walsh
The National Financial Planning Challenge is sponsored by the FPA, CFP(r) Board, Ameriprise, and the Academy of Financial Services (AFS).  Students compete in 3 events:  Creating a financial plan for a sample client, Presenting the case to the client, and a Knowledge Bowl.

Claudia, Nick & Mike placed 2nd in the Knowledge Bowl, as well as tying for 2nd place overall.  They earned $5,000 in scholarship money for the university.

No comments:

Post a Comment