National Finals

4 fictional family scenarios

These ‘case studies’ require students to use their personal finance knowledge and consider trade-offs and alternatives for that family. In the NPFC Finals, students will have 1 hour to do the assignment so you may wish to assign this for your students to complete during the week and return for group discussion. This tab also contains a sample student presentation and accompanying critique by a judge. If your team makes it to the National Finals, we recommend watching this in advance. 

Brand NEW in 2024! 

This year, based on the judges’ Case Study scores, the top 16 teams in the National Finals will advance to compete for the national championship title in a Quiz Bowl. Click here to find a Practice Quiz Bowl. 

Daniel and Gabriela Hernandéz are Mexican-Americans who live in a large U.S. metropolitan city in the southeast. They both have working visas and hope to apply for green cards some day. 
The Joneses have recently decided to consult a financial expert on what they might do to improve their financial situation and achieve their goals. 
Can Hugo leave his teaching job at age 55? Are there changes that need to be made?
Is Steve’s desire to retire at 62 realistic? What adjustments would need to be made in their budget to allow for that?

National Personal Finance Challenge Case Study Presentation Critique​

This video shows one student team’s financial plan presentation for the Hernandez case study and beginning at minute 22, NPFC judging rubric and judge’s commentary.