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Dal Students win IAFP case competition

Posted by Rowe School of Business on June 30, 2021 in Students

MBA students Brandi Mills, Jenna Silverberg and Graeme Wach, under the guidance of  John Klaas, won the 2021 Institute for Advanced Financial Planners Case Competition. The team will present their winning proposal, titled "Exploring Intergenerational Transfers of Financial Wisdom—Improving the Transfer of Wealth and Knowledge," at the IAFP Virtual Symposium on September 23, 2021.

The team will receive a cash award of $1500 to share, and will designate how a $1000 contribution from the IAFP to AV¾ãÀÖ²¿ will be used. Rowe School students have won five of the seven competitions to date.