2015 Financial Planning Challenge $2,000 Finance Advisory Board Scholarship


The Finance Department in the College of Business Administration is searching for three outstanding students to put together a case challenge and possibly compete against college students from Universities nationwide in fall 2015. The three scholarships will be awarded upon the case challenge being submitted to the judges for the FPA Experience 2015 Case Challenge. This event will be held in Boston, MA on September 26 – 29, 2015.

To qualify, you must be a Financial Planning or Financial Planning or Financial Services/CFP Track major who has completed a MINIMUM of 60 credit hours (Junior and above) and have a MINIMUM 3.0 GPA.

In addition, you must have successfully completed “Principles of Finance” 6400:301 and be enrolled in or have already completed “Investments” 6400:343.

TO APPLY: Print and Complete Application (pdf)
Submit Essay
Submit Transcript (STUDENT ISSUED COPIES ACCEPTED)
APPLICATION DEADLINE: September 12, 2014 at 12:00 PM APPLICATIONS/QUESTIONS: smg16@uakron.edu; 330.972.6330; 222 CBA
Or Call Susan at 330-972-5691

2015 Financial Planning Challenge

The Finance Department’s Advisory Board is offering THREE outstanding students the chance to be part of a team for the Financial Planning Challenge to be held in Fall semester 2015. These students will each win a $2,000 scholarship upon the case challenge being completed and submitted to the judges of the FPA Experience 2015. To apply, these students must be majoring in Financial Planning or Financial Services/CFP Track.

For more information on the 2014 challenge/conference please go to: http://www.fpanet.org/professionals/EventsConferences/FinancialPlanningChallenge/ The team will be required to work on sample cases during Spring semester 2015 with our Financial Planning Team coaches. Once the 2015 FPA official case has been released, the team will then apply to submit a case and proceed to prepare for Phase One of the competition. Once the case has been submitted, the $2,000 Scholarships will be awarded.

Students attending the 2015 Financial Planning Challenge will be asked to share their experience with the Finance Advisory Board.

To be eligible, students MUST have completed 60 credit hours including 6400:301 and be enrolled in or have completed 6400:343 and have a minimum 3.0 GPA, and must submit, BY 12:00 p.m. September 12, 2014 all of the following:

      1. Attached, completed Application form;
      2. Essay of no more than two pages (typed 12 point font, one inch margins) discussing how the student will benefit from the experience as a team member of the FPA Financial Planning Challenge and why the student should be selected over other applicants; and
      3. An official transcript (student copy accepted).
TO: Professor Suzanne Gradisher, CBA 227 QUESTIONS: Call Professor Gradisher at 330-972-6330;smg16@uakron.edu or Susan Smith at 330-972-5691; svs10@uakron.edu

TO APPLY: Print and Complete Application (pdf)
Submit Essay
Submit Transcript (STUDENT ISSUED COPIES ACCEPTED)
APPLICATION DEADLINE: September 12, 2014 at 12:00 PM APPLICATIONS/QUESTIONS: smg16@uakron.edu; 330.972.6330; 222 CBA
Or Call Susan at 330-972-5691

Complete the Application Form.