Once again, in 2020, for the third year in a row, CFP programs around the country will compete for dominance in RIA technology development. The annual competition brings a mix of CFP and IT programming students together to work with well-known technology firms.
Last year’s sponsors were Orion, Riskalyze, Robust Wealth and TradePMR. 2019’s participating schools included Utah Valley University (sent two teams), BYU Idaho and University of South Florida.
This year, as in the past, each team will be comprised of a mix of information technology and financial planning students that have been paired with one of the mentoring tech firms. Teams that have formed so far include:
Each student team will build their project specific to the mentor’s platform. The project must be completed by and presented by the students.
This year we will have some big names as judges, including Dani Fava, Andy Putterman and Edmond Walters. Other judges’ names will be announced soon.
So you can get a feeling for how exciting this competition is, here are links to the 2019 news release and a corresponding video produced by Medici Studios:
• T3 Student Competition 2019 – News Release
• T3 Student Competition 2019 – Video Highlights
SHAPING THE FUTURE
Don’t miss this chance to help shape the future of the financial planning profession. At the very least, be in the room to help cheer them on!
Part One: The teams will on February 17, 2020 from 9:00 am – Noon present what they have done to develop a new technology (or expand on existing) that provides a solution to a financial planning problem or issue advisors are facing today.
Part Two: The judges will on January 31, 2019 from 10:05 – 10:35 am comment on the presentations and reveal the winning results.
FOUR WIN OPPORTUNITY
Whichever student team wins, this competition will be a “four win” opportunity: