Wealth Management Competition
Join the Department of Finance in a unique competition that utilizes your financial planning, investment, and team skills. This case-based competition provides an opportunity for students to learn valuable skills while networking with our regional sponsors.
This financial planning competition is distinctive in that it requires students to present both their comprehensive financial plan and investment recommendations.
As a CFP庐 Board-Registered program, students concentrating in the Financial Planning concentration are specifically trained for careers in the financial planning industry and are prepared for the CFP庐 exam.
2024 Competition
Friday, March 8, 2024 in ST310
Important Dates
- Information Session: Wednesday, February 7, 11am-12pm
- Registration Deadline: Wednesday, February 14
Any questions? Email FPLN AT_TOWSON.
How It Works
Participants receive a financial-planning case that includes family information, goals, and financial statements two weeks prior to the competition date, and they will prepare a 15-20-minute presentation for industry professionals. During the presentation, students will present their financial plan to the 鈥渃lient鈥� as well as make investment recommendations based on risk characteristics and the goals proposed by the family represented in the competition case. The presentation is followed by a Q&A session.
The industry professionals participate as judges using a rubric developed by industry professionals. All clients/judges are career financial services professionals.
Why Students Participate
The TU Wealth Management Competition provides an opportunity for students to further their financial planning and investment skills while meeting regional professionals. Students and professionals are provided time for networking which may lead to positions with one of the participating firms. Scholarship prizes are also available!
Prizes
1st Place: $1000 scholarship/student
2nd Place: $750 scholarship/student
3rd Place: $500 scholarship/student
Interested in competing? Fill out this short form to sign up.
Why Companies Participate鈥� Towson Talent in Action!
Financial planning firms will have the opportunity to meet and engage with current financial planning students. The competition allows participating firms to see students in action as the students provide a professional presentation covering investment strategies and a comprehensive financial plan.
During the competition, sponsoring firms have time to meet with students and recruit highly qualified employees while establishing a relationship with the Department of Finance and the College of Business and Economics.