The Institute of Advanced Financial Planners (IAFP) is accepting submissions for its third annual student competition, which will revolve around post-secondary students’ thoughts on whether they believe robo-advisors will be able to meet clients’ financial planning needs.
The 2017 edition of the contest has students who are interested in financial services careers preparing a two-page response to the question, “Will robo-advisors meet planning needs over a client’s full life cycle?” Students will also produce a brief video that helps make their case.
Students are expected to use the IAFP’s 2017 case study to develop their response to this question. The institute produces a case study each year that helps inform the content of its annual symposium in September.
The eventual winners of the student competition will be invited to the IAFP’s annual event to present their response in front of more than 150 financial planners and industry representatives. The institute will cover the team’s registration for the conference, travel, meals and accommodation.
“There are several objectives to this initiative: to provide students with worthwhile industry exposure in terms of career considerations and networking, to enhance financial-planning learning and literacy, to benefit our financial planning members with insight from Gen Y, and to ‘pay it forward’ by sponsoring a valuable professional experience for students,” the IAFP’s announcement states.
Students who wish to participate should inform the IAFP by Jan. 30, 2017; their documented response to the competition question and the accompanying video must be sent to the institute by March 31, 2017. The winning team will be announced by April 29, 2017 and will present their case on Sept. 13, 2017 at the IAFP’s symposium in Winnipeg.
Further details on the competition can be found on the IAFP’s website.
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