Student Competition

8th Annual Student Presentation Competition

Topic: “Client’s Core Values and their Relationship to the Financial Planning Goal-Setting Process.”

The competition is open to teams of post-secondary students who are interested in careers in financial services. The national winning team of the competition will present at the 2022 IAFP® Symposium at the Hilton Resort Lac Leamy in Gatineau, Quebec on September 29, 2022. 

Each school selects a team of 2 to 3 students who submit a 2 page presentation outline and a 3 to 5 minute promotional video to the national competition. The national winner would then create the actual 45 minute presentation.

How to Enter

Students should email their 2 page outline and video submission to Entries must be submitted by May 4, 2022.

For more information on the competition, watch this brief video.  A pdf of the presentation can be downloaded as well.

The submission should reference our Symposium case study.


Presentation at IAFP® Symposium on September 29, 2022

Full conference registration for winning students

Economy airfare and transfers to/from Ottawa  

Two nights accommodations at the Hilton Lac Leamy Resort on September 28th and 29th

Up to $250 per student for incidentals

Major Deadlines

Schools should indicate their intent to participate by February 15th by sending an email to or by contacting their IAFP® representative.

Presentation outlines and promotional video is due by May 4th.

Winning team is announced on May 17th.

Submission Example

Here is the winning submission video and Outline from our 2020 competition.

2021 Winners

The winners of the 2021 competition were Jenna Silverberg, Brandi Mills and Graeme Wach from Dalhousie University. You can watch their actual Symposium presentation. We have included the Q&A period so students can see the kind of questions the audience may ask during the question period.


Why Should Your Students Participate?

Bryce Cross from Dalhousie University has been on 2 winning teams! Here’s what he has to say about our competition “The conference will expose you to dozens of employment and personal growth opportunities that just can’t be received in the classroom or at other case competitions. It’s been one of the most influential experiences of my undergraduate education!”

SAIT student Trevor Readman was on the 2019 winning team along with his twin brother. Here is what he had to say. “It was one of the most significant events we’ve ever attended. We would recommend this once in a lifetime opportunity to any student who is looking to take their learning outside of the classroom.”