Competition Teams | Financial Planning Program

The Financial Planning Program at Illinois offers students the opportunity to compete in financial planning challenges and competitions, showcasing their skills in real-world scenarios such as case studies, client presentations, and portfolio analysis. These experiences allow students to apply classroom knowledge, develop critical thinking, and network with industry professionals, preparing them for successful careers in financial planning.

Three individuals wearing matching bright orange polo shirts seated at a table covered with a cloth displaying the text ‘College of Agricultural, Consumer & Environmental Sciences, University of Illinois Urbana-Champaign.’ The table holds yellow mugs, a calculator, papers, and lanyards, with other people and tables visible in the background at an event.

Competitions

Check out competitions students can participate in:

FPA Financial Planning Challenge
IARFC Financial Plan

Getting Involved

If you are a student interested in learning more about participating in a financial planning competition, reach out to Dr. Craig Lemoine (craiglem@illinois.edu).

Awards

2026 IARFC Financial Plan Competition Second Place
2024 IARFC Financial Plan Competition Third Place
2020 Morningstar Portfolio Challenge First Place
2018 IARFC Financial Plan Competition Second Place
2017 FPA Financial Planning Challenge Second Place
Placed in the top 8 of the FPA Financial Planning Challenge competition for six of the past ten years