CIFP Case Challenge Overview
The CIFP Case Challenge is meant to provide students with an opportunity to take what they have learned in their financial services programs and demonstrate their financial planning acumen. The CIFP Case Challenge will give students an opportunity to: interact effectively in team situations, analyze real business and financial planning problems, develop appropriate solutions, and present these solutions to a panel of Financial Planner title holders.
The CIFP Case Challenge intends to raise the profile of entry-level practitioners who are graduating from Financial Planning Certification programs within the public college and university systems. It is a forum where sponsoring organizations can network with students to discover performance-tested individuals in practical and applied financial planning. Sponsoring organizations will be able to see these students in action and have access to the best and most qualified pre-graduates in financial planning from across Canada.
Qualifier 1
Saturday
March 23, 2024
Qualifier 2
Sunday
March 24, 2024
Nationals
Saturday
April 13, 2024
Schedule of Events
Eastern Time
Nationals
Registration
Team Orientation Meeting
Teams Sequestered
(2.5 hours per team, staggered start)
Team Presentations
(30 minutes per team, staggered start)
Judges Deliberate
Awards Ceremony
The team sequestered and presentation times are randomly selected during the team orientation meeting. Based on the selection they are:
Selection 1
Team Sequestered
Team Presentation
Selection 2
Team Sequestered
Team Presentation
Selection 3
Team Sequestered
Team Presentation
Selection 4
Team Sequestered
Team Presentation
Presenting Sponsor
Sun Life Global Investments offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada’s most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform. For more information, please visit www.sunlifeglobalinvestments.com.
Participating Schools
Team 1
Daren Campbell
Idris Oladejo
Yordis Pereyra
Coach
Lyle Van Every
Team 2
Edri Beja
Q Haji Iman
Cesar Castro Velazquez
Coach
Lyle Van Every
Team 3
Melissa Holm-Laursen
Brittany Kieran
Linh Chiem
Coach
Alan Goldhar
Qualifier 1: First Place
Team 4
Carter Le Claire
Ester Salgado
Iskander Ospanov
Coach
Tracey Britt
Carolyn Fallis
Qualifier 1: Third Place
Team 5
Lara De Gois Andrade
Kathleen Murphy
Geoff Partington
Coach
Bruce Eyford
Qualifier 1: Second Place
Team 6
Alexandrea Bolton
James Plunkett
Matthew Kopp
Coach
Tony Wrobel
Doug Cronk
Team 7
Vicente Emilio Correa Echenagucia
Jheel Mehul Shah
Coach
Alexandria Ktami
Mahsa Nasher
Competition Alternates
The following student is participating as an alternate for their respective schools. We would like to thank this individual for their dedication to the event.
Mikee Joves-Rodriguez
Team 1
Richard Magcalas
Bibiana Munoz
Laura Londono Amaya
Coach
Christy Hemmingway
Qualifier 2: First Place
Team 2
Bavleen Kaur
Safana Kagzi
Sabiha Nooradosa
Coach
Jen Banfield
Arash Dahaj
Team 3
Nicole Armstrong
Rohit Shankar
Dvij Sutariya
Coach
Jen Banfield
Arash Dahaj
Qualifier 2: Third Place
Team 4
Brady Amos
Cooper MacDonald
Adam White
Coach
Brad Bishop
Qualifier 2: Second Place
Team 5
Gianna Gumbs
Anushree Patel
Stella Paul Penumaka
Coach
Sanjiv Sawh
Richard Kingston
Team 6
Srishti Agrawal
Tejas Ghatiwala
Jatin Sharma
Coach
Sanjiv Sawh
Richard Kingston
Team 7
Freshta Khidri
Dylan Diefenbach
Coach
Hardeep Gill
Competition Alternates
The following students are participating as an alternate for their respective schools. We would like to thank these individuals for their dedication to the event.
Pratham Lakhani
Jithin Jose John
Qualifier 2: First Place
Team 1
Bavleen Kaur
Safana Kagzi
Sabiha Nooradosa
Coach
Jen Banfield
Arash Dahaj
Qualifier 1: First Place
Team 2
Carter Le Claire
Ester Salgado
Iskander Ospanov
Coach
Tracey Britt
Carolyn Fallis
Qualifier 2: Second Place
Team 3
Gianna Gumbs
Anushree Patel
Stella Paul Penumaka
Coach
Sanjiv Sawh
Richard Kingston
Qualifier 1: Second Place
Team 4
Alexandrea Bolton
James Plunkett
Matthew Kopp
Coach
Tony Wrobel
Doug Cronk