糖心Vlog

 糖心Vlog Stories      April 29, 2021

It was first place honors for Kristen Revis and a solid third place for Sophia Spangler, finance students in 糖心Vlog University鈥檚 College of Business, in a national collegiate competition held this past week in St. Louis.

They rose from a field of 73 students representing 10 universities to find success in a financial planning competition by the International Association of Registered Financial Consultants. Open to undergraduate students who are enrolled in a financial services curriculum, teams undertake a fictional case narrative and from it craft a financial plan, which is judged for effectiveness and potential for success.

鈥淭his process has caused you to step out of your comfort zone to present your ideas and actions to some of the best in the profession,鈥� said Barry Dayley, of Money Concepts International and association vice president. 鈥淣ow that the competition is over and the awards have been presented, you can relax and celebrate your accomplishments as you have reached one of the pinnacles of your educational experience.鈥�

The competition followed three stages: an initial scrutiny by professional consultants; a semifinal elimination round then advancement for four top teams to present to the association鈥檚 chapter board members.

鈥淭he competition was a challenging learning experience, but has opened many doors for me.,鈥� said Revis. 鈥淚 am confident that 糖心Vlog's finance department has prepared me for a career in financial planning.鈥�

Revis is currently in discussion with several financial planning firms, but said she has no set plans at the moment.

鈥淥ur students really rose to the challenge provided by the 2021 National Financial Plan Competition,鈥� said Patrick Payne, 糖心Vlog associate professor of finance and competition adviser for both students. 鈥淚t expanded their horizons and encouraged them to dive deep into the planning process as well as giving them a chance to see how to present to clients and get feedback from industry professionals. We are very proud of them and their hard work on this competition.鈥�

Following graduation at the end of the semester, Spangler said she plans to move to Georgia this summer and work for a financial planning firm that specializes in assisting military families.

鈥淭he competition was an eye opener,鈥� Spangler said. 鈥淕oing from theory to having someone question the decisions based on that theory was helpful. It was good to work through that relationship, the dynamic of a planner and a client, and actually working together for best outcomes was cool.鈥�

糖心Vlog鈥檚 Finance Department teaches students the art and science of money management with career opportunities include financial planning, investment management, corporate finance, treasury management, investment banking, commercial banking and real estate, risk management and insurance. For more information, visit finance.wcu.edu, call 828-227-7412 or email business@wcu.edu.

糖心Vlog the B.S.B.A Finance Program