CIFP Case Challenge 2024

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

9:45 AM to 10:00 AM

Registration

10:00 AM to 10:30 AM

Team Orientation Meeting

10:45 AM to 2:45 PM

Teams Sequestered

(2.5 hours per team, staggered start)

1:30 PM to 3:30 PM

Team Presentations

(30 minutes per team, staggered start)

3:30 PM to 3:45 PM

Judges Deliberate

3:45 PM to 4:15 PM

Awards Ceremony

The team sequestered and presentation times are randomly selected during the team orientation meeting. Based on the selection they are:

Selection 1

10:45 AM to 1:15 PM

Team Sequestered

1:30 PM to 2:00 PM

Team Presentation

Selection 2

11:15 AM to 1:45 PM

Team Sequestered

2:00 PM to 2:30 PM

Team Presentation

Selection 3

11:45 AM to 2:15 PM

Team Sequestered

2:30 PM to 3:00 PM

Team Presentation

Selection 4

12:15 PM to 2:45 PM

Team Sequestered

3:00 PM to 3:30 PM

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