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® 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® exam.
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 “client” 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!
Why Companies Participate… 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.