K-State has sent a team of undergraduates to the finals of the national financial planning competition every year since its inception 11 years ago, and 2014 was no exception.
Coached by Assistant Professor Ann Coulson, Ph.D., CFP®, this year’s elite eight team was comprised of PFP seniors Matt Munoz and Kathleen Adams, who competed in a Quiz Bowl Challenge and Financial Plan Presentation at the annual Financial Planning Competition in Seattle, WA.
The competition was sponsored by Ameriprise Financial, the CFP Board and FPA.