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: