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Woodbury School Personal Finance Planning Students Take First At National Competition

23 April 2013 One Comment

April 23, 2013

For Immediate Release

University Marketing & Communications: Mike Rigert

Written by: Whitney Wilkinson

Utah Valley University’s Woodbury School of Business students took first place in the International Association of Registered Financial Consultant’s Financial Plan Competition, beating out institutions with top personal financial planning programs from across the country. Personal financial planning, or PFP, majors Bradley Boulton, Clark Harris and Nick Trovato created the winning plan, earning a cash prize and national recognition.

Students worked from a case study to create a personal financial plan, utilizing Plan Builder Financial software to analyze financial data including taxes, retirement, investment and insurance information. Participants made recommendations on how the client should manage investments and plan for financial stability. After submitting the written case study, students were interviewed by a panel of judges and asked detailed questions about the team’s recommendations.

“This competition allows students to experience financial planning in a realistic situation,” said Jerry Mason, associate professor of personal financial planning at the Woodbury School. “Students work together as a team and learn how to take the provided data and generate a viable plan. Although the information is a case study of a family’s finances, students are provided with a hands-on learning experience using the professional-grade software and are prepared to enter the workforce.”

Students participate in the competition as part of the PFP capstone course. The competition teaches students to utilize financial planning software in a realistic setting. The course also provides students with applicable knowledge through working with a actual client and creating a financial plan. These two projects create engaged learning opportunities and develop marketable skills.

“Being a part of the PFP program and competing in this event really helped me understand the real-world application of classroom learning,” said Harris. “I felt well-prepared for the questions I was asked and knew how to analyze the data and create a workable plan. Being able to take what I have learned in school and see a positive result was exactly what I needed to launch my career.”

The PFP program prepares graduates for placement as fee-for-service professionals who will work with individuals and organizations in the planning and management of individual and business wealth. The program is ranked in the top 10 in the nation and has a 100 percent job placement rate.


About the UVU Woodbury School of Business

The Woodbury School of Business is the largest business school in the Utah  System of Higher Education and is accredited by the Association to Advance Collegiate Schools of Business (AACSB). The Woodbury School supports a variety of engaged learning projects and programs, including the Entrepreneurship Institute in which students start their own business. The Woodbury School is distinguished for its focus on student development, entrepreneurship, global involvement and innovative teaching. In addition to traditional undergraduate courses of study in disciplines ranging from accounting to marketing, the WSB offers an MBA program that accommodates the schedule of working professionals through evening and weekend classes.

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One Comment »

  • AWB said:

    Developing adaptive, flexible and effective financial plans and implementing them cannot be emphasized enough when building financial awareness and proficiency. Financial competitions such as the International Association of Registered Financial Consultant’s Financial Plan Competition are a great way to promote awareness of personal financial management and congratulations on winning first place.

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