Personal Finance Case Study

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. 

First round competition will take place on April 2nd or 3rd, 2024.

State finals will be held on April 19th, 2024 at Mesa Community College

Review the rules for 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

2023 Winners

High School Division

First Place
Team: BTN Financial
School: BASIS Tucson
Teacher: Vince Carotenuto

Second Place
Team: NEC Mode
School: BASIS Scottsdale
Teacher: Dana Johnson

Third Place
Team: Intangible Assets
School: Hamilton High School
Teacher: Grant Lapinski

Middle School Division

First Place
Team: The Lucky Charms
School: Mountain Sky Middle School
Teacher: Lori Glover

Second Place
Team: Better Your Wealth
School: Orange Grove Middle School
Teacher: Dawn Willman

Third Place – Tie
Team: Lotus Finances
School: Orange Grove Middle School
Teacher: Dawn Willman

Team: Bright Future Financial
School: Orange Grove Middle School
Teacher: Dawn Willman

Get in Touch

Contact ACEE for more information.