University of Utah's Financial Planning Association Student Council Wins The Financial Planning Challenge Cup

The College of Social and Behavioral Science (CSBS) is thrilled to announce the outstanding achievement of the University's Financial Planning Association Student Council in clinching victory at The Financial Planning Challenge Cup. Hosted by the Financial Planning Association (FPA) of the Utah-Idaho Chapter, this competition brought together participation from financial planning programs across the region, highlighting the depth of talent within our academic community.

The challenge itself provided a rigorous platform for students to apply their learnings, with teams tasked to develop comprehensive financial plans for hypothetical clients. Through meticulous analysis and strategic planning, participants showcased their expertise during the written phase, followed by oral presentations in front of a distinguished panel of judges.

The team from the University of Utah's Financial Planning Association Student Council comprised Alexander C Lewis (President), Parker Adams (Vice President), Jackson Kenneth Dunkle, and Destiny Ellena John. Team advisors included Su Shin  (Associate Professor – Department of Family and Consumer Studies; director of financial planning program), Jason Floyd  (career-line faculty in the Department of Family and Consumer Studies), and Brett Watson (industry advisor at Medicus Wealth Planning). Their exceptional performance exemplifies the caliber of education offered within the Financial Planning and Counseling major.

Nestled within the Department of Family and Consumer Studies, the Financial Planning and Counseling major at CSBS has long been recognized for its dedication to nurturing future financial planners. Students enrolled in this major are equipped with the knowledge and skills essential for navigating complex financial landscapes, preparing them for careers as financial planners, wealth managers, financial counselors, or advisors working in various settings such as financial planning firms, banks, insurance companies, or as independent consultants.

The success of our students in The Financial Planning Challenge Cup reflects the collaborative efforts of faculty and students within FCS, as well as the invaluable support provided by the Financial Planning Association (FPA) of the Utah-Idaho Chapter. It is a testament to the quality of education and the real-world readiness instilled within our academic programs.

CSBS congratulates the University of Utah's Financial Planning Association Student Council on this remarkable achievement and looks forward to their continued success!