​Financial Plan Competition

Financial plan competition guidelines and submission date

Blank Registration Form

Sample Financial Plan #1

Sample Financial Plan #2​

Sample Financial Plan #3​​

CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2020  We congratulate the Top Ten Plans CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2019 We congratulate the Top Eleven ​plans ​ ​ Place Name School 1st Rob Kunst Grove City College ​ 2nd Natalie Marcuzzi Robert Morris University 3rd Anna Sweger Grove City College 4th Valentine Oliech California University of Pennsylvania 5th Kyle Taylor Shippensburg University 6th James Roop Shippensburg University 7th Logan Reed Clarion University 8th Brian Gilroy Messiah College 9th Julia Barnett University of Pittsburgh 10th Kwame Edwards Indiana University of Pennsylvania 11th Brittany Jackson ​Thiel College   CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2018 We congratulate the Top Ten plans ​ ​ Place Name School 1st Olivia Hilal University of Pittsburgh ​ 2nd David Yesilonis University of Pittsburgh 3rd Olutomiwa Aiyegbusi University of Pittsburgh 4th Nicholas McClure Grove City College 5th Chelsea Paddock Clarion University​ 6th Kayla VanHolten Clarion University​ 7th Bre Lent Grove City College 8th Matthew Smith University of Pittsburgh 9th Alec Gamble Thiel College 10th Gabrielle Sliwinksi​ Robert Morris University CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2017 We congratulate the Top Ten plans ​ ​ Place Name School 1st Jason Pettner Penn State Behrend 2nd Evan Turman University of Pittsburgh 3rd Eric Vance University of Pittsburgh 4th Maggie Feltman University of Pittsburgh 5th John Arcuri Westminster College 6th Ben Lacomis University of Pittsburgh 7th Courtney Hunsberger Clarion University​ 8th James Riley Westminster College 9th Zach Lierley University of Pittsburgh 10th Zachary Herbster University of Pennsylvania ​     CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2016 We congratulate the Top Ten plans ​​

​​​

​Place	Name	School
1st	Kritika Kulkarni	University of Pittsburgh
2nd	Joe Gordon	University of Pittsburgh
3rd	Ben Lacomis	University of Pittsburgh
4th	Conor Connelly	Marquette University
5th	Sierra Welsh	University of Pittsburgh
6th	Jason Pettner	Penn State Behrend
7th	Stephanie Russell	Clarion University
8th - TIE	Emily Neuherz	Allegheny College
8th - TIE	Rebecca Heitlinger	University of Pittsburgh
10th	Sarah Bannerman	Carnegie Mellon University

 

 

 

CFA Society Pittsburgh Collegiate Personal Financial Plan Competition: 2015

We congratulate the Top Ten plans

 

Place	Name	School
1st	Shuqi Xiao	University of Pittsburgh
2nd	Alysa Farabaugh	Robert Morris University
3rd	Bradley Prosper	Penn State Behrend
4th	Bill Zahos	University of Pittsburgh
5th	Josiah Roop	Pennylvania  State University
6th	Michael Sundberg	Penn State Behrend
7th	Sean O'Keefe	University of Pittsburgh
8th	Daniel Ginsberg	University of Pittsburgh
9th	Carly Rodriguez	University of Pittsburgh
10th	Jacob Grove	Harrisburg University

​Student Seminars

​​