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.
Qualifiers
Saturday
March 28, 2026
Nationals
Saturday
April 25, 2026
Schedule of Events
Eastern Time (ET)
Qualifiers - Subject to change
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
IG Wealth Management is leading the industry for those who want to focus on true integrated financial planning that includes: investments, mortgages, tax planning, estate plans, philanthropy, retirement, insurance, private company advisory and private wealth planning. With over 1 million clients and over $121 billion in assets under advisement, IG is built to win through our top-performing product shelf, advanced financial planning capabilities and cutting-edge technology. Founded in 1926, IG is part of the Power Financial group of companies, which has over $968 billion in assets under management.
For more information, please visit: https://www.ig.ca/content/igca-spa/en/careers.html
Participating Schools
Team A
Kaitlyn McCauley
Yvonne Morrison
Melissa Redekop
Coach
Ethan Fenwick
Christy Hemmingway
Team B
Katie Dorsch
Joel Giesbrecht
Carlina To
Coach
Bruce Eyford
Lorraine Presonka
Team C
Tanush Bhandari
Stephanie Chen
Shubh Sharma
Coach
Isabelle Au-Yuan
Thomas Varghese
Team D
Parneet Kaur
Vincent Morgado
Mario Ricci
Coaches
Sanjiv Sawh
Richard Kingston
Team E
Abhishek Nada
Riya Sarda
Saksham
Coaches
Sanjiv Sawh
Richard Kingston
Team F
Michael Joseph
Eric Sim
Ujwal Telang
Coach
Ryan Laverty
Team G
Logan Capes
Jacob Garagazzo
Jake Gingrich
Coach
Christopher Clifford
Team H
Kiara Ando
Mark Christian Santarina
Emily Das Neves
Coach
Christopher Clifford
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.
Sehaj Arora
Ainsley Martis
Ngan Ha My (Vivian) Vu