Collegiate Financial Competition

Collegiate Financial Plan Competition

CFASP 10th annual collegiate personal financial plan competition competition for 2023-2024 will be starting soon!

New in 2023, we are proud to welcome the Financial Planning Association of Pittsburgh (FPA) as a partner in administering the competition.


2023 Financial plan competition:

  • Application can be found HERE
  • Participating students can complete plans and submit either to a moderating professor/advisor or straight to CFA Pittsburgh's Financial Literacy Chair Gene Natali
  • April 1st is the submission deadline.
  • Grading rubric can be found HERE


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:

2022-2023 winners:

High School Resources: