Creating a Financial Plan

October 30, 2020

Jackie Battles (’20), a financial planning major, was recently awarded second place in the International Association of Registered Financial Consultants’ National Financial Plan Competition out of 98 other teams and individuals from 15 universities across the United States. The competition is for undergraduate students in a financial services curriculum and requires them to create a reality-based financial plan using data from a fictional family. This is the second consecutive year a UNT student has placed in the competition, with Rebecca Boyle (’19) taking first place last year. Dave Ragan (’03), adjunct professor in UNT’s G. Brint Ryan College of Business, served as faculty advisor to Battles and Boyle.