AMP University Challenge Update - FPAF Presentation June 2015
University Challenge now in it’s fifth year… • What’s the same? � Applicants are able to choose semester to enter and play as a team of 1, 2 or 3 students � Open to all students currently studying a university level qualification either part time or full time � Scoped advice client scenario � Great prizes for students and $2,500 for the winning university • What’s new? � Insurance has become an explicit goal of the accumulator client � Additional AMP support – teleconference prior to submissions with a planner development coach � Academic suggestion to include super switching in client goals included again Page 2 | June FPAF Presentation – UNE Armidale
Two parts to the University Challenge … Part 1: Case Study • Submission of a strategic discussion paper. • Case study is based on a couple aged 37 and 33 with 2 children aged 1 and 3. They want advice on: � Paying off mortgage � Saving for University for the children � Consolidating super funds and building up funds in their offset account � Ensuring they are adequately insured � Investing in line with their risk profile • Templates, calculators and client information supplied from AMP. Part 2: Finals Day (Top 5 teams) Held on Monday 26 th October 2015 in AMP Circular Quay building. • • Two more formal assessments: � Technical quiz in front of an AMP audience (20% of assessment) � Present discussion paper advice to “client” (with a twist) + 10 minute topical question speech to the judges (80% of assessment) • Various professional development sessions when not doing the above. June FPAF Presentation – UNE Armidale Page 3 |
Semester 2 dates are fast approaching March April August September October Finalists Semester 1 Semester 1 Semester 2 Semester 2 announced case study submissions case study submissions and released due released due Finals day Semester 1 Submit Semester Semester 2 Submit Semester 2 Notification of Competition opens 1 Discussion Competition Discussion Paper Finalists ( 9 th March) ( 12 th October ) Paper opens – Case Due Date ( 14 th September ) Due Date Study (20 th April) Distribution Finals Day (3rd August) (26 th October ) Page 4 | June FPAF Presentation – UNE Armidale
Prizes for everyone who makes it to finals day 1 st place team 2 nd place team 3 rd place team 4 th place team 5 th place team Winning university $2,500 grant from $4,000 $2,500 $1,000 $600 $400 AMP Registration to 2015 Student membership Student membership Student membership Student membership FPA Professionals of FPA of FPA of FPA of FPA Congress in Brisbane + Student membership of FPA CCH book pack CCH book pack CCH book pack CCH book pack CCH book pack including 2015 including 2015 including 2015 including 2015 including 2015 Master Master Financial Master Financial Master Financial Master Financial Financial Planning Planning Guide Planning Guide Planning Guide Planning Guide Guide Subscription to IFA Subscription to IFA Subscription to IFA Subscription to IFA Subscription to IFA magazine magazine magazine magazine magazine Subscription to Subscription to Subscription to Subscription to Subscription to Money Management Money Management Money Management Money Management Money Management Subscription to Subscription to Subscription to Subscription to Subscription to Professional Planner Professional Planner Professional Planner Professional Planner Professional Planner Certificate of Certificate of Certificate of Certificate of Certificate of participation participation participation participation participation Attendance at the 2016 AMP Summit in Adelaide Page 5 | June FPAF Presentation – UNE Armidale
University promotion accounts for 45% of applicants How did you find out about the University Challenge? Previous Applicant / Fellow team member Facebook 2014 2015 4% 4% FPA 3% Facebook 3rd 4th University Email/Society/Ne University 1st 1st wsletter Lecturer / Tutor 10% University Family / Friend 2nd 2nd Lecturer/Tutor 35% Google / Media 6th 3rd University 4th 3rd Google/Media newsletter 10% FPA 5th 5th Other 7th 3rd Other Previous 5th 4th 10% applicant / Fellow team Family/Friend member 24% Page 6 | June FPAF Presentation – UNE Armidale
Current breakdown by University of registrations in 2015 University Applicants TAFE NSW - HIGHER EDUCATION 5 University of New South Wales 5 Deakin University 3 Macquarie University 2 La Trobe University 2 RMIT University 2 Monash University 2 Queensland University of Technology 1 Victoria University 1 University of Western Sydney 1 University of Wollongong 1 University of Melbourne 1 University of Sydney 1 Griffith University 1 University of Technology Sydney 1 Grand Total 29 Your help is appreciated to promote the semester 2 game Page 7 | June FPAF Presentation – UNE Armidale
How can you assist… Expose as many of your students as possible to the University Challenge using any of the following AMP promotional resources: 1. Powerpoint slides to promote to students through lectures/tutorials and/or learning portals. 2. E-Posters that can be emailed to all students and/or put on learning portal. 3. E-flyers given to student societies/posted on bulletin boards and can be distributed to students. 4. Coverage on student learning portals with links to the AMP University Challenge website & Facebook . 5. University Challenge representatives are available to speak at your lectures/tutorials or assist you to promote the challenge to current students 6. Short 2 minute video showcasing 2013 student experience https://www.facebook.com/photo.php?v=10151852460889891 Page 8 | June FPAF Presentation – UNE Armidale
Your ideas and feedback are welcome! Come and talk to me in a break today or send an email via one of the addresses below: Louise_Trevaskis@amp.com.au Learning@amp.com.au Or alternatively, call Louise on 0434 734 098 THANKS FOR YOUR ONGOING SUPPORT… Page 9 | June FPAF Presentation – UNE Armidale
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