Collegiate Financial Competition

Collegiate Financial Plan Competition

The 10th annual collegiate personal financial plan competition for 2024-2025 has concluded. 
The 11th annual competition for 2025-2026 will be starting this Fall on September 1, 2025. 

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].  

2024-2025 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
  • 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:

2024-2025 Winners


2023-2024 Winners


2022-2023 Winners


2021-2022 Winners

2020-2021 Winners

High School Resources: