Senior Rebecca Boyle lands top spot in national financial planning competition

Senior Rebecca Boyle has landed herself a spot amongst the top three finalists in the International Association of Registered Financial Consultants (IARFC) National Financial Plan Competition.
The competition, which is open to undergraduate students who are enrolled in a financial services curriculum, requires participants to craft a financial plan for judging based on a fictional case narrative. Finalist teams were selected from 56 entries submitted by 13 universities nationwide.
“Reaching the finals in this IARFC Plan Competition is not easy to achieve,” said Professor Dave Ragan. “Rebecca constructed a financial plan so well that it beat out other students’ plans from all over the country. She is now in an elite league of students who can say they made it to the finals.”
Incorporating five years of federal and state tax projections, eleven years of cash flow projections, an analysis of life, long-term care and disability insurance needs, a review of asset allocation and recommendations on achieving retirement, college funding and estate planning goals, Boyle’s comprehensive plan impressed the judges.
Boyle was selected as one of six semi-finalists who presented a virtual plan presentation to mock clients, and from there, was chosen as one of three finalists to present her plan in person at the IARFC Annual Conference in Nashville this March.
Even more impressive, while the other finalist teams have two members each, Boyle was the only individual on her team.
“She wanted to work on this plan herself and that makes this even more special. The plan she will present in Nashville is 100% hers,” said Ragan.