WPU financial planning students Nick Scheibner, Cagla Yildirim, and Nathan Phillips finished 1st place in the National Financial Planning Challenge Knowledge Bowl @ the national FPA conference in Denver, CO on October 9th.
The National Financial Planning Challenge is sponsored by the FPA, the CFP(r) Board, Academy of Financial Services, and Ameriprise Financial.
The challenge consists of 3 phases:
1. Creating a financial plan for a sample client
2. The Knowledge Bowl
3. After a "life changing event" occurs in the life of the sample client, the team was given 36 hours to adjust the plan, and then present it to the judges in front of professionals and professors at the conference.
Congrats to Nick, Nathan, & Cagla! They worked very hard this summer, and we are very proud of them.
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