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)
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
Qualifier 1: First Place
Team A
Cynthrose Badilles
Ethan Fenwick
Rhiannon Major
Coach
Christy Hemmingway
Qualifier 2: First Place
Team B
Nicole Armstrong
Corey Liddicoat
Justin Sargeant
Coach
Jen Banfield
Qualifier 1: Second Place
Team C
Greeshma Paul
Dev Joshi
Gayathri Srinivasan
Coaches
Sanjiv Sawh
Richard Kingston
Qualifier 2: Second Place
Team D
Samuel Gallant
Brooklyn MacDonald
Cody Mast
Coach
Maxim Treff
Team 1
Syed Mohammad Tahmid Tajwar
Obaidullah Al- Mamun Resat
Suprina Maharjan
Coach
Alexandria Ktami
Team 2
Alberto Mario Roncallo Ortega
Yelyzaveta Kravchenko
Karankumar Nareshkumar Sindhi
Coach
Alexandria Ktami
Team 3
Greeshma Paul
Dev Joshi
Gayathri Srinivasan
Coaches
Sanjiv Sawh
Richard Kingston
Team 4
Alexis Dwyer
Elleen Li
Savvy Singh
Coaches
Sanjiv Sawh
Richard Kingston
Team 5
Cynthrose Badilles
Ethan Fenwick
Rhiannon Major
Coach
Christy Hemmingway
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
Team A
Samuel Gallant
Brooklyn MacDonald
Cody Mast
Coach
Maxim Treff
Team B
Alex Batra
Dhairya Zaveri
Dilgeet Tatla
Coach
Isabelle Au-Yuan
Team C
Alima Soro
Ethan Mushaluk
Shakhawatur Dewan
Coach
Bruce Eyford
Team D
Nicole Armstrong
Corey Liddicoat
Justin Sargeant
Coach
Jen Banfield
Team E
Allen Richard Pais
Simran Sehgal
Priscilla Sarpomaa
Coach
Arash Soleimani Dahaj
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