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Northwestern Mutual Fall 2020 Case Analysis Challenge Winners Announced

COLUMBIA – the MU Department of Personal Financial Planning and Northwestern Mutual announced the winners of the Fall 2020 case analysis competition. Northwestern Mutual in Columbia sponsored the competition, which was developed in partnership with the Department of Personal Financial Planning. The competition involved students in the Financial Planning Capstone course, taught by Dr. Rui Yao, CFP®.

Students were challenged to develop a comprehensive financial plan that would meet the needs of hypothetical clients, taking into consideration the clients’ household expenses, insurance needs, saving and investment options, tax strategies, and retirement plans as well as gift and estate goals. To develop the plan, students drew on their experience in CFP Board-Registered courses, internships, and creativity. Finalists for the 2020 competition presented their plans in early December to a panel of judges from Northwestern Mutual.
Commending the winners, Ryan Hulsey, one of the judges from Northwestern Mutual, remarked that it was “an incredibly complex case” and noted that the high quality of submissions and presentations from all participants “shows the caliber of your program and faculty.”

Scholarships were awarded to the following students:

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First Place – $1,500 scholarship:
Kyle Cross, Tanner Drake, Brendan Kelly, Matthew Schwarz

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Second Place – $500 scholarship:
Jake Bannon, Ryley Broadway, Jacob Taalman, Joseph Thomas

The competition gives students an invaluable opportunity to emulate the exacting and creative tasks that their future careers will demand, while striving to meet the rigorous standards of the professionals from Northwestern Mutual who evaluate their work. The Department of Personal Financial Planning is grateful for the partnership with Northwestern Mutual and we look forward to continuing a productive relationship with them.