CIFP Case Challenge 2025 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
April 5, 2025

Qualifier 2

Sunday
April 6, 2025

Nationals

Saturday
April 26, 2025

Schedule of Events

Eastern Time (ET)

Qualifiers

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

Selection 5

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



Seneca

Team 1

Tong Hyun Yi
Obaidullah Al- Mamun Resat
Suprina Maharjan

Coach

Alexandria Ktami

Seneca

Team 2

Alberto Mario Roncallo Ortega
Yelyzaveta Kravchenko
Karankumar Nareshkumar Sindhi

Coach

Alexandria Ktami

Humber College

Team 3

Dev Joshi
Nandini Manuja
Greeshma Susan Paul

Coaches

Sanjiv Sawh
Richard Kingston

Humber College

Team 4

Savneet Singh
Elleen Li
Alex Dywer

Coaches

Sanjiv Sawh
Richard Kingston

BowValley College

Team 5

Cynthrose Badilles
Ethan Fenwick
Rhianon Major

Coach

Christy Hemmingway

Competition Alternates

Competition Alternates

The following student is participating as an alternate for their respective schools. We would like to thank these individuals for their dedication to the event.

Gayathri Srinivasan
Abhideep Panicker

SAIT

Team 1

Samuel Gallant
Brooklyn MacDonald
Cody Mast

Coach

Maxim Treff

NAIT

Team 2

Alex Batra
Dhairya Zaveri
Dilgeet Tatla

Coach

Isabelle Au-Yuan

Red River College

Team 3

Alima Soro
Ethan Mushaluk
Shakhawatur Dewan

Coach

Bruce Eyford

Conestoga College

Team 4

Nicole Armstrong
Corey Liddicoat
Justin Sargeant

Coach

Jen Banfield

Conestoga College

Team 5

Allen Richard Pais
Brent Krahn
Priscilla Sarpomaa

Coach

Arash Soleimani Dahaj

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.

Simran Sehgal
Shantanu Sharma
Lorraine Presonka