Three students from the Personal and Family Financial Planning program in the Norton School of Family and Consumer Sciences placed in the top eight in the Financial Planning Association Case Challenge for 2021.
The UArizona team, which includes Aliana Brenner, Maggie Freeh, and Michael Gu, all PFFP undergraduates, advances to the second and third rounds of the national FPA conference Sept. 21-24 in Columbus, Ohio.
In the first round of competition, teams were challenged to develop a comprehensive financial plan for a hypothetical couple. The next rounds include a judged presentation of the team’s case study and a live game-show style competition.
“The students had to rely on their own knowledge and that of their teammates to complete the case,” said PFFP associate professor Andrew Waldum, who serves as the team advisor. “Creating a financial plan is a team-oriented process and this competition gives the students a great practice environment to work together and have their work critiqued by financial planning professionals. I am very proud of the team and all the hard work they put into creating their financial plan.”
The fast-growing UA Personal and Financial Family Planning major began in the College of Agriculture in 2018-19. The program works closely with the Norton School to help students understand how personal beliefs, values, and lifestyle influence individuals’ and families’ financial decisions.
Graduates are positioned to earn qualification as Certified Financial Planners, wealth managers, financial operations managers, compliance officers, analysts, and more.