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Gannon Students Place in Top Ten of CFA Society Pittsburgh Financial Planning Competition

Published: 05/11/2021

CFA Society Pittsburgh

CFA Society Pittsburgh

Each year, seniors in Richard Hauser's FINC 450 Retirement & Estate Planning course compete in the CFA Society Pittsburgh Collegiate Financial Planning Competition, as do hundreds of college students across western Pennsylvania. 

This year for CFASP Society's 6th annual collegiate financial plan competition, more than 200 college students created personal financial plans, and the Top Ten plans from these submissions are recognized with a monetary award. 

According to a statement from Gene Natali, CFA, CEO and cofounder of Troutwood, "we must preface how difficult it is to select these top ten plans, because in this competition - there are no losers. Every college student that takes the time to build a financial plan, has taken an important financial step. As part of the competition, students are asked to build a plan for 1, 3, and 5-years post-college."

A team of 22 reviewers narrowed 25 finalists to a top ten, and then each independently ranked the Top Ten plans; two Gannon University students placed in the Top Ten: 

David Nies placed 2nd in the entire CFASP competition, with his plan placing ahead of students from distinguished universities such as Pitt and Allegheny.

Nick Carneval placed 10th where the Top 10 receive recognition and monetary awards.

This is a premier regional CFA competition as the organizer, Eugene Natali, is an award-winning author for The Missing Semester (with several editions) and new release The Missing Second Semester. 

Past winners, sample plans and the grading criteria are listed on the CFASP website.

Learn more about Gannon's College of Engineering and Business: