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Dates and Times

NC Personal Finance Challenge. No team limits and the top eight teams from the online preliminary rounds will advance to the spring State Championship. 

  • 2026 Fall Challenge Dates-  Fall Online Testing Dates: October 5th-December 11th
    No team limits, so this makes a great class activity.  The top teams will advance to the spring State Championship.

    2027 Spring Challenge Dates-   Spring Online Testing Dates: January 1st-March 26th

  • State Championship: TBD - Fidelity Investments Morrisville, NC
    Phase I: Students will take a timed written exam individually. Individual scores will be added together to form the overall team scores.
    Phase II: Each team will be given a detailed fictitious family scenario.  They will be given 48 hours to prepare a financial plan for the family.  They will then present their plan to our panel of expert judges.  Teams will be judged on content knowledge, teamwork, and presentation skills. 
    Phase III: The written scores and case study scores will be combined to determine which two teams will move forward to the quiz bowl round in each division. The quiz bowl will determine the state champion who will then qualify to attend the National Championship Round.
  • Nationals:  TBD