Saturday, December 24, 2016

Marquette AIM Students Will Again Participate in the CFA Society of Pittsburgh's Annual Collegiate Personal Financial Planning Competition

The CFA Society of Pittsburgh Announces the 3rd Collegiate Personal Financial Planning Competition

The CFA Society of Pittsburgh has again announced the Society’s third annual (2016-17 school year), Collegiate Personal Financial Planning CompetitionStudents currently enrolled at a two or four year academic institution are eligible to compete, and their institutions must formally register with the Pittsburgh CFA Society. The deadline for entries is Monday March 20, 2017.

Conor Connelly
Conor Connelly
Last year was first time that Marquette's AIM students participated in the competition.  Conor Connelly placed 4th (out of 138 entries) in the CFA Society of Pittsburgh's Personal Finance Plan Competition. Seven Marquette AIM students from the Class of 2016 entered the competiion last year. They were: Conor Connelly, Ryan Johnston, Joel Kretz, Mark Lakowske, Patrick Sanchez, Patrick Schulz, and Ryan Woo.

A financial plan is a road map to help students plan for and achieve their financial goals. It is through this program that the CFA Society of Pittsburgh hopes to help students take ownership of their financial future. 

To accomplish this objective, the CFA Society hopes to expand the number of colleges that have incorporated The Missing Semester, and who are applying the ideas within the book to their students own financial future.  While recommended, The Missing Semester is not a required reading to enter the competition.

Dr. David Krause, AIM program director said, "We found last year's experience to be positive for our students. While the AIM students are well equipped to take the CFA Level I exam following graduation, few are ready to take on the chore of managing their own personal finances. The financial plan competition is clearly a step in the right direction for our graduating seniors. We are pleased to again be included in the competition."


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