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College of Health and Human Sciences

K-State team wins national financial planning championship

Thursday, October 4, 2012

Students from the College of Human Ecology came home the champions from the National Collegiate Financial Planning competition this week in San Antonio, Tx. Team members, all seniors in personal financial planning, are Matt Gould, Wende Witthuhn and Kristen Moore.

The team won $10,000 for the personal financial planning program at K-State.

Ann Coulson, assistant professor in the School of Family Studies and Human Services, was the team’s adviser.

Three phases of the nationwide competition were: written financial planning case study, case study oral presentation and the “How Do You Know?” challenge, a game-show style financial planning knowledge contest.

"The team worked very hard together on writing the plan. No outside assistance was allowed," Coulson said. "At one point, Wende was at home in Bazine helping with harvest and she Skyped in to her team so they could discuss the plan. Their plan was comprehensive and over 100 pages long. But it was not just writing the plan that took time, they spent hours on their presentation as well."

K-State is the only university to send a team to the finals every year since the competition began in 2000. In 2011 the team tied for second place.

Other universities competing in the final round were Colorado State, Shepherd, Texas Tech, Virginia Commonwealth and Virginia Tech.

The National Financial Planning Challenge is sponsored by the Financial Planning Association, Certified Financial Planner Board of Standards and Ameriprise Financial.

Prepared by Human Ecology communications

This article was posted on Thursday, October 4, 2012, and is filed under Applied Human Sciences, College News, Personal Financial Planning.