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® 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. 

finance

Spring 2023 Finance Competition

Friday, April 14, 2023

Email your questions to: .

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 “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!

Prizes

1st Place: $1000 Scholarship/Student
2nd Place: $500 Scholarship/Student
3rd Place: $250/Student

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.

Sponsors

2022 Sponsors

Interested in competing?

Email your questions to: