Trio of students participate in national FPC competition

October 20th, 2015 Author: Haley Lacuesta  |  More about Haley
Contact: John Grable  |  706-542-4758  | More about John

Boston – Three FACS students participated in the 2015 Financial Planning Challenge (FPC) in late September.

Undergraduates Evan Hecht, Kathleen Crilley and Alexis Cody represented UGA in a competition hosted by the Financial Planning Association, Ameriprise Financial and CFP Board, in which they created a comprehensive financial plan and gave an oral presentation.

“This experience was extremely valuable, because it gave me the opportunity to apply the material I’ve been learning in the classroom to a project I’ll be doing for the rest of my life: building financial plans,” Hecht said. “It was also a great opportunity to talk to potential employers since it shows one’s drive and passion for the industry.”

Hecht said the team spent more than 40 hours researching, preparing and rehearsing on top of regular course work.

Their presentation included a comprehensive retirement, education, risk-management, estate and tax plan catered to a hypothetical family of four, which they relayed to a panel of judges in Boston.  

The other competing universities included: Kansas State University, Texas A&M University, Texas Tech University, University of Akron, Utah Valley University, Virginia Tech and William Paterson University.

“Although they did not take first place, they were a wonderful team,” said John Grable, the Athletic Association Endowed Professor in FHCE and faculty advisor to the group. “They worked hard, had fun and represented the true spirit of our department, college and university. Kathleen, Evan and Alexis established a new bar of excellence for future teams to meet and surpass.” 

Categories: Financial Planning, Housing and Consumer EconomicsUndergraduateFinancial Planning
Tags: fpc, financial planning challenge, estate planning, cfp

In this category: Financial Planning