CIFP Case Challenge 2024 presented by Sun Life Global Investments

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

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



Centennial College

Team 1

Daren Campbell
Idris Oladejo
Yordis Pereyra

Coach

Lyle Van Every

Centennial College

Team 2

Edri Beja
Q Haji Iman
Cesar Castro Velazquez

Coach

Lyle Van Every

Durham College

Team 3

Melissa Holm-Laursen
Brittany Kieran
Linh Chiem

Coach

Alan Goldhar

George Brown College

Qualifier 1: First Place

Team 4

Carter Le Claire
Ester Salgado
Iskander Ospanov

Coach

Tracey Britt
Carolyn Fallis

Red River College

Qualifier 1: Third Place

Team 5

Lara De Gois Andrade
Kathleen Murphy
Geoff Partington

Coach

Bruce Eyford

SAIT

Qualifier 1: Second Place

Team 6

Alexandrea Bolton
James Plunkett
Matthew Kopp

Coach

Tony Wrobel
Doug Cronk

Seneca

Team 7

Vicente Emilio Correa Echenagucia
Jheel Mehul Shah

Coach

Alexandria Ktami
Mahsa Nasher

Competition Alternates

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

BowValley College

Team 1

Richard Magcalas
Bibiana Munoz
Laura Londono Amaya

Coach

Christy Hemmingway

Conestoga College

Qualifier 2: First Place

Team 2

Bavleen Kaur
Safana Kagzi
Sabiha Nooradosa

Coach

Jen Banfield
Arash Dahaj

Conestoga College

Team 3

Nicole Armstrong
Rohit Shankar
Dvij Sutariya

Coach

Jen Banfield
Arash Dahaj

Fanshawe College

Qualifier 2: Third Place

Team 4

Brady Amos
Cooper MacDonald
Adam White

Coach

Brad Bishop

Humber College

Qualifier 2: Second Place

Team 5

Gianna Gumbs
Anushree Patel
Stella Paul Penumaka

Coach

Sanjiv Sawh
Richard Kingston

Humber College

Team 6

Srishti Agrawal
Tejas Ghatiwala
Jatin Sharma

Coach

Sanjiv Sawh
Richard Kingston

NAIT

Team 7

Freshta Khidri
Dylan Diefenbach

Coach

Hardeep Gill

Competition Alternates

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

Conestoga College

Qualifier 2: First Place

Team 1

Bavleen Kaur
Safana Kagzi
Sabiha Nooradosa

Coach

Jen Banfield
Arash Dahaj

George Brown College

Qualifier 1: First Place

Team 2

Carter Le Claire
Ester Salgado
Iskander Ospanov

Coach

Tracey Britt
Carolyn Fallis

Humber College

Qualifier 2: Second Place

Team 3

Gianna Gumbs
Anushree Patel
Stella Paul Penumaka

Coach

Sanjiv Sawh
Richard Kingston

SAIT

Qualifier 1: Second Place

Team 4

Alexandrea Bolton
James Plunkett
Matthew Kopp

Coach

Tony Wrobel
Doug Cronk