Financial Planning Association (FPA)

Financial Planning Challenge Scholarship

The Financial Planning Challenge is a multi-phase competition that prepares undergraduate students for careers in financial planning through realistic client cases. Teams analyze a client scenario, build a comprehensive financial plan, and advance through presentation and technical knowledge phases to compete for top scholarship awards.

Award

Up to $15,000

Deadline

June 15 (annually)

Level

Undergraduate

Status

Usually due June 15 – next cycle expected

Financial Planning

Your scholarship score ?/100 | HBCUscholarships.net

Application effort
Low (no essay or letters listed)
Who can apply
Undergraduate students

See how well this award fits your profile, how much competition to expect, and how much work the application takes.

Who is eligible

  • Must be an undergraduate student
  • Must be enrolled as of May 1 or the spring semester
  • Teams must consist of up to three (3) undergraduate students
  • Graduate students may not participate
  • Each team must have an academic advisor
  • Limit of one (1) team per school

What you'll need

  • Phase 1 Written Case Study: Teams must analyze a realistic client scenario and develop a comprehensive financial plan
  • Phase 2 Presentation: Finalist teams must present their recommendations to industry judges
  • Phase 3 Knowledge Bowl: Finalist teams must demonstrate technical knowledge in the 'How Do You Know?' challenge

How to apply

  • Form a team of up to three undergraduate students and secure an academic advisor
  • Register your team online using the FPC Registration form
  • Download the competition materials and case studies from the official website
  • Complete and submit the Phase 1 Written Case Study by the June 15 deadline
Apply on the provider's site
Add the deadline to:Google Calendar

Sources & verification

Official listing:
https://www.financialplanningassociation.org/learning/financial-planning-challenge
How this listing was added:
Summarized from financialplanningassociation.org
Last checked:

Deadlines and amounts change. Always verify details with Financial Planning Association (FPA) before submitting.

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