Teachers are invited to engage their students in this outstanding academic competition. The competition is open to all middle and high school students who have taken an economics or economics-related course in school. There is no fee to participate.
Teams of 3 or 4 students will be given a case consisting of a family with financial challenges and play the role of financial consultants. Every student team’s goal is to understand and analyze the family’s current financial situation to recommend strategies.
Teams will be provided a case study prior to the event to use to develop a financial plan. On the day of the competition teams will give an oral presentation of their financial plan to a panel of judges.
Review the rules for Personal Finance Case Study.
Registration is open for the 2025 Personal Finance Case Study!
This is a qualifying event for the National Personal Finance Challenge. The high school team with the highest combined Personal Finance Case Study presentation score and Personal Finance Challenge online test score will advance to the National High School Personal Finance Challenge.
Prizes for Personal Finance Case Study Winning Team:
High School
1st place: $500
Middle School
1st place: $500
2024 Winners
High School Division
First Place
Team: The Royal Economists
School: Kofa High School
Teacher: Lisa Jahn
Second Place
Team: EGGO
School: Hamilton High School
Teacher: Grant Lapinski
Third Place
Team: Capital Kings
School: Kofa High School
Teacher: Lisa Jahn
Middle School Division
First Place
Team: Mint & Management
School: Orange Grove Middle School
Teacher: Dawn Willman
Second Place
Team: The Veblen Vibes
School: BASIS Mesa
Teacher: Greg Thorson
Third Place
Team: Desert Money Management
School: Orange Grove Middle School
Teacher: Dawn Willman
