Results are in for the International Association of Registered Financial Advisors National Financial Plan Competition


The American Chapter of the International Association of Registered Financial Consultants (IARFC®) has completed the 2022 National Financial Plan Competition recently held in Cincinnati, Ohio. Congratulation to Sarah Chamberland and André Mathis from Utah Valley University who emerged as a first-place team.

MIDDLETOWN, Ohio, May 2, 2022 /PRNewswire-PRWeb/ — The official results of the judgment:
First place: Sarah Chamberland and André Mathis
Second place: Brooke Gibson and Max Gledhill
Third place: Sam Jensen and Jacob Wagner

For more than a decade, the IARFC has continued to invest in this national event, supporting the future of the financial services industry. The plan competition prepares undergraduate students in a financial services program for the real world of financial counseling by asking them to turn fictional family data into a reality-based financial plan. The competition takes place in three stages: an initial review by professional consultants to reduce the number of plan entries to 6 semi-finalists; a semi-final stage which identifies the top three finalists; and the final where the top teams present themselves in person to members of the IARFC American Section Board of Directors to be judged.

All of the above teams this year were from Utah Valley University’s Financial Planning Program. Teacher Luke DeanPh.D., RFC® emphasizes the importance of its students’ participation in the process: “The competition challenges my students to develop different sets of skills…creating a financial plan, presenting it, and defending how and why they have It is also an opportunity for these students to network with experienced consultants in the industry.The IARFC professionals are the kind of people UVU wants to influence their students.

The results were announced and the awards were distributed at the Thursday evening banquet by representatives of the corporate sponsors Barry DayleyMRFC® from Money Concepts International and Robert Laraya, RFC® from Northstar Wealth Partners. Dayley, who sits on the IARFC Board of Directors, gave the keynote address which included sound advice for the student’s future careers. More importantly, he highlighted the impact they can have on the financial security of the people they serve.

Brad Maples Sr., MRFC®, the president of the American section shared his thoughts. “Congratulations to Andrew and Sarah on winning the Design Competition honors. This is a great achievement and an achievement to be cherished. Hard work has made all teams a winner – now and in their future endeavors.”

The US Chapter appreciates its corporate sponsors and individual donors who have invested in this year’s contest. Their investment continues to support the philosophy of Loren Duntonthe “Father of Financial Planning”, that the role of a finance professional is indeed a very noble calling.

Complete information about the 2022 IARFC U.S. Chapter National Financial Plan Competition can be found at The 2023 event is in the planning stages, with the Chapter reaching out to educators and sponsors in the near future.

Media Contact

Susan CappaIARFC, 5134241589, [email protected]



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