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System and method for a financial planning competition

  • US 20020091608A1
  • Filed: 10/10/2001
  • Published: 07/11/2002
  • Est. Priority Date: 10/20/2000
  • Status: Active Grant
First Claim
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1. A method for a financial planning competition, the method comprising the steps of:

  • during at least a first phase of competition, generating, by a financial planning organization, a client profile;

    providing the client profile to at least one team;

    receiving a written financial plan from each team, the financial plan configured to achieve at least one predetermined client goal based upon the client profile;

    reviewing each financial plan based on predetermined financial planning criteria and assigning award points to each plan; and

    selecting a predetermined number of teams to participate in a second phase of competition based on the award points.

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  • 4 Assignments
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