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10/15/2018

Financial Planning Students Compete in National Retirement Knowledge Quiz Bowl

Quick Facts

 Winthrop’s team was one of only six chosen nation-wide to compete.

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ROCK HILL, SOUTH CAROLINA — Does purchasing annuity give a sense of security when saving for retirement? Which factors most affect negative point-in-time risk?

Can’t answer these questions? No worries – Winthrop University financial planning students can.

Philip Gibson, assistant professor of finance, and four financial planning students recently traveled to Philadelphia to compete in the National Association of Government Defined Contribution Administrators’ (NAGDCA) Retirement Knowledge Quiz Bowl.

Winthrop’s team was one of only six chosen nation-wide to compete.

The annual competition challenges students’ knowledge in the five areas of retirement planning—readiness, planning, income, investments/investing and plan design—as well as included questions from the Certified Financial Planner (CFP) and Certified Retirement Counselor (CRC) exams.

“This was our first year participating in this competition, and we didn’t know what to expect,” Gibson said. “Although our team did not win, I am very proud of our students. They represented our financial planning program, the College of Business Administration and Winthrop University very well.”

The students were:
*Annabeth Harris of Lancaster, South Carolina;
*Hailey Hall of Clover;
*Daniel Hudspeth of Rock Hill; and
*Dylan Freligh of Goose Creek.

For more information, contact Gibson at 803/323-2686 or gibsonp@winthrop.edu.

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