CMU's Financial Planning Invitational

Hosted by CMU's Financial Planning Association, this one day event on April 24, 2025 brings together undergraduate financial planning students from universities across Michigan to compete in a real world case study challenge. Teams will present their financial plans to a panel of CFP® professionals, professors, and industry leaders.

Financial advisors are invited to attend for a day filled with networking, professional growth, and community. Enjoy breakfast and lunch with peers, sit in on student presentations, and experience the future of financial planning in action.

Firms participating in our Maroon Sponsorship Package ($250) will also have the opportunity to take part in the career fair portion of the event.

This conference is where education meets experience and where Michigan’s financial planning community comes together. Please see the Q&A below for more details.

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Host or Publisher Financial Planning Association of CMU