The CFA Society Pittsburgh is announcing their first annual Collegiate Personal Financial Planning Competition. They hope to help regional students 1) prepare for financial realities after college and 2) take ownership of their financial future. Eligible students currently enrolled at two or four year academic institutions can compete by submitting a 4-5 page comprehensive personal financial plan by March 13th for the spring or fall semester. Winners will receive awards and monetary prizes for the top five plans selected based on completeness, format, creativity, supporting exhibits, and use of sources.

1. CFA Society Pittsburgh:
2014-2015 Collegiate Personal Financial Planning Competition
The CFA SocietyPittsburghispleasedtoannounce ourfirstannual, CollegiatePersonal Financial
PlanningCompetition. Afterspeakingwithstudentsatthe Universityof Pittsburgh,whocalledasimilar
type assignment,“Themostimpactfulin their fouryears”,the CFA Societyof Pittsburgh hopestohelp
our regionsstudents:
1) Beginpreparingforthe financial realitiesof life aftercollege,and;
2) Take ownershipof theirfinancial future.
To accomplishthisobjective,the societyhopestoexpandthe numberof collegesinthe areathathave
incorporatedThe MissingSemester,andwhoare applyingthe ideaswithinthe booktotheirstudents
ownfinancial future. While recommended,The MissingSemesterisnotrequired.
Eligibility: Studentscurrentlyenrolledatatwo or fouryear academicinstitutionare eligible to
compete.
Submission: SpringandFall Semesterentriesare eligible. The deadline forentriesis Friday March13th
.
Educators fromparticipatingschoolsmaysubmittheirtoptenentriesviathe society’swebsite:
http://www.cfasociety.org/pittsburgh/Pages/default.aspx
Awards: All participants,whose financial plansmeetaminimumlevelof standard,will qualifytoreceive
a “Certificate of Achievement”,awardedbythe society. Monetaryprizeswill be awarded forthe top
five plans onApril 3rd
duringThe Missing Semester/Vanguard 2015 student panelon financialliteracy.
Sample Plans: For samplesfromthe Universityof Pittsburgh,visit:
http://www.themissingsemester.com/testimonials/studenttestimonials.html
Personal Financial Plan Guidelines: Please follow the guidelinessetforthbelow.
 4 to 5 pagesof a comprehensiveplan(4.5pagesisideal)
 You may use single spacedtextora detailedoutlineformat
 Picka start date like graduationorthe startingdate of yourjob
 Planfor a 1-year,3-yearand 5-yearhorizon
 Use a coverpage anda table of contents
 Put all exhibitsinappendices
 Numberyourpagesof outline ortext(donot number the coverpage or table of contents)
 Your final page shouldbe sourcescitedora bibliography
Winnerswill be selected bythe society’sfinancial literacycommittee andwillbe basedupon
completeness,format,creativity,supporting exhibitsanduse of sources.
Questionsandadditionalinformation:Contactinfo@cfapittsburgh.org