Wealth Management Competition
Join the Department of Finance in a unique competition that utilizes your financial planning, investment and team skills. This case-based competition provides an opportunity for students to learn valuable skills while networking with regional sponsors.
This financial planning competition is a distinctive experiential learning opportunity for students to present a comprehensive financial plan and investment recommendations.
As a CFP庐 Board-Registered program, students concentrating in the Financial Planning concentration are specifically trained for careers in the financial planning industry and are prepared for the CFP庐 exam.
2025 Competition
Friday, March 14 in ST310
Important Dates
- Information Session: Wednesday, February 12
- Registration Deadline: Wednesday, February 19
for the 2025 Wealth Management Competition.
Questions? Email FPLN AT_TOWSON.
How It Works
Participants receive a financial-planning case that includes family information, goals, and financial statements two weeks prior to the competition date, and they will prepare a 15-20-minute presentation for industry professionals. During the presentation, students will present their financial plan to the 鈥渃lient鈥� as well as make investment recommendations based on risk characteristics and the goals proposed by the family represented in the competition case. The presentation is followed by a Q&A session.
The industry professionals participate as judges using a rubric developed by industry professionals. All clients/judges are career financial services professionals.
Why Students Participate
The TU Wealth Management Competition provides an opportunity for students to further their financial planning and investment skills while meeting regional professionals. Students and professionals are provided time for networking which may lead to positions with one of the participating firms. Scholarship prizes are also available!
Prizes
- 1st Place: $1000 scholarship/student
- 2nd Place: $750 scholarship/student
- 3rd Place: $500 scholarship/student
Interested in competing? Fill out this short form to sign up.
Why Companies Participate
Towson Talent in Action
Financial planning firms will have the opportunity to meet and engage with current financial planning students. The competition allows participating firms to see students in action as the students provide a professional presentation covering investment strategies and a comprehensive financial plan.
During the competition, sponsoring firms have time to meet with students and recruit highly qualified employees while establishing a relationship with the Department of Finance and the College of Business and Economics.