Madalynn Berkey and Luke Payne

Madalynn Berkey and Luke Payne are one of six teams to advance to the semi-finals of the IARFC National Financial Plan Competition. Sponsored by the International Association of Registered Financial Consultants, the competition is open to undergraduate university students who are enrolled in a financial services curriculum. From a fictional case narrative, the students are requested to craft a financial plan for judging. The competition progresses through three stages, ending in three teams of students presenting their plan in person at the IARFC Annual Meeting in April.