For more than a decade, the Financial Planning Challenge has helped students apply classroom learning to real client situations. These case studies show the real-world complexity students tackle, and the next generation of planners rising to serve their clients and communities.

Congratulations to the Previous Finalists


A quick view of the top three teams each year, with the corresponding case study.
YearFinalistsCase Study
20251st Texas A&M University 
2nd University of Missouri, Columbia
3rd The Ohio State University
20241st Texas Tech University 
2nd Utah Valley University
3rd The Ohio State University
20231st Texas Tech University 
2nd University of Akron 
3rd University of Arizona
20221st Utah Valley University 
2nd Kansas State University 
3rd Fort Hays State University
20211st Texas Tech University 
2nd Kansas State University 
3rd Fort Hays State University
20201st Texas Tech University 
2nd Utah Valley University 
3rd University of Wisconsin
20191st Utah Valley University 
2nd Kansas State University 
3rd Texas Tech University
20181st Texas Tech University 
2nd Utah Valley University 
3rd Kansas State University
20171st Utah Valley University 
2nd University of Illinois at Urbana-Champaign 
3rd Texas A&M University
20161st William Paterson University 
2nd The University of Akron 
3rd Kansas State University
20151stKansas State University 2ndThe University of Akron 3rdUtah Valley University
20141stThe University of Akron 2ndUtah Valley University 3rdWilliam Paterson University