Money Concepts International, Inc. sponsored the collegiate financial plan competition conducted by the International Association of Registered Financial Consultants (IARFC) March 21, 2019 in Nashville, TN.

The student finalists prepared and presented their plan to a fictional couple and were judged by an audience of experienced Financial Consultants. The results: 

• First Place: Rebecca Boyle from the University of North Texas in Denton, TX – David Ragan Professor
• Second Place: Nick Urban and Drake Uplinger from Central Michigan University in Mount Pleasant, MI – Mark VanVoorhees Professor
• Third Place: Kylee Nelson and Bailey Mishbach from Utah Valley University in Orem, UT – Dr. Luke Dean Professor

Denis Walsh, CFP®, RFC® - President & CEO of Money Concepts stated, “With the average age of financial planning professionals increasing, we are committed to cultivate relationships with young advisors and are honored to support these experiences to help them prepare for a career path in the industry.”

Competition winner, Rebecca Boyle, related about creating a plan for her fictional clients. “I learned the importance of having a process for doing this, about the order of which things need to be done and how things affect each other.”

Barry Dayley, CFP®, MRFC – Executive Vice President of Money Concepts attended the event and served as one of the judges. Mr. Dayley said; “I am always impressed at the professionalism of the individuals who compete. We need qualified young people to enter the profession and I come away so enthused by this competition and know the industry as a whole has a bright future.”

For more information in the National Financial Plan Competition, visit https://www.iarfc.org/events/nfpc.

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Website: https://www.moneyconcepts.com