May 19, 2014 -
Association of Registered Financial Consultants (IARFC)
of Middletown, OH announces that Bryant
University from Smithfield, RI is the winner of the 2014 National Financial
Plan Competition. Team members Kyle
Creedon, Lauren Fayne and Jamie Pepin presented their financial plan for the
fictional Brewster family to a panel of judges in Las Vegas. The guidance for this team was provided by
Bryant lecturer Mara Derderian.
Participation in the Finals of the competition was the last phase which
saw three teams vying for the top spot.
The teams were judged by an experienced group of financial professionals
- all who felt that it was a tough decision and that each team obviously had
put a lot of effort into the process.
Second place was awarded to Shepherd
University, Shepherdstown WV,
team members Bonnie Bailey, Akhtar Khan and Avery Mendzela. Their guiding professor was Nicolas
Pologeorgis. Third Place went to Bowling Green University
Bowling Green OH, team members Dana Kaufman, Elizabeth Kevorkian and Becca
Smoody. Their mentor was adjunct professor Matthew Garrow.
“Each step of the competition, from researching and compiling the plan
to actually presenting it to a room full of professionals, took a great deal of
time,” commented Bryant University team winner Jamie Pepin. “I have learned so
much from the experience. It has been one that will stay with me forever.” Bryant University lecturer Mara Derderian had
handpicked the three participants to work on this project outside of their
regular curriculum. “We will absolutely
do this again next year,” she affirmed.
This year’s competition benefitted from two major corporate sponsors,
Royal Alliance and Cetera Advisors. IARFC
members also contributed to make the event a success many of whom were very
interested in helping students in financial programs have a real world
experience – the Financial Plan being a core product for a client. The IARFC provided opportunities for students
to network and gain insight from financial services professionals.
IARFC Board Director Michelle Blair from New
York was a judge for both the Semi-Finals and the Finals. She summed up the two day experience thus: “They are the next generation for the financial services
industry and their schools should be very proud of their efforts.”
More information on the IARFC
National Plan Competition can be found on the website www.iarfc.org
This would include opportunities to become a sponsor for the
2015 Competition. Professors wishing
information on making this a part of their curriculum can contact Amy Primeau,
Member Services ext. 307.