Collegiate Financial Plan Competition
CFASP 10th annual collegiate personal financial plan competition for 2023-2024 will be starting soon!
New in 2023, we are proud to welcome the Financial Planning Association of Pittsburgh (FPA) and CFA Society Philadelphia as partners in administering the competition.
Thank you to our partners:
Students currently enrolled at a two or four year academic institution are eligible to compete, and schools must formally register by submitting the accompanying registration form to Gene Natali [email protected] & Al Trezza [email protected].
2023-2024 Financial plan competition:
- Competition guidelines and submission date can be found HERE
- Registration Form
- April 1st is the submission deadline.
Fun Facts:
- Over 3,000 college students have built personal financial plans.
- 26 unique college & universities have participated.
- Messiah University has won the competition each of the past 2-years.
- University of Pittsburgh has the most Top-10 finishers (24 total).
- In 2022, nearly 50% of submitted plans came from non-finance majors.
Sample Financial Plan #1
Sample Financial Plan #2
Sample Financial Plan #3
Scoring Methodology and historical percentage of points received:
2023-2024 winners:
Top 10 plans:
2022-2023 winners:
High School Resources:
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