can't participate this time? check out CCEE's spring 2021 Personal Finance Challenge December 9, 2020 | 11 AM - 3 PM

Click here if you’re interested in becoming a mentor or judge for The Adviser’s Contest 2020!

About The Adviser's Contest

The Adviser’s Contest provides California’s high school students with the opportunity to gain a hands-on learning experience while competing with other students from across the state!

  • Students teams are assigned a mentor– who is typically a Chartered Financial Analyst (CFA) or professional with a background in finance–and a fictional client case study
  • Over 4 weeks, students prepare a presentation with their mentor in anticipation of the virtual competition day

Topics Covered



Retirement Planning

Skills Practiced

Public Speaking


Presentation Delivery

Teaching Resources

You can use the following resources to help prepare student teams for the contest:

We’ve included two retired case studies from the CCEE archives to give you a sense of what this year’s case studies will be like.

This test is optional for you to use in class to determine which teams will compete in the live final

These lessons and materials can be used with a class, club, or any setting to help prepare students for the contest. They cover the wide range of topics that will be dealt with in The Adviser’s Contest.

 Get a feel for how students can prepare their presentation based on this student example from the 2019 competition.

Mark Your Calendar!

Friday, October 30 @ 4-4:30 PM
Teacher Information Session

Learn more about The Adviser’s Contest and how to incorporate it into your class or club!

*Missed the info session? Watch the recording here 

Thursday, November 12 @ 4:00 PM (PT)

Student teams must be registered by Thursday, November 5th at 4:00 PM (PT) in order to be paired with a mentor.

Friday, November 13 @ 3:30-4:30 PM
Teacher Virtual “Office Hours” + Mentor Assignments Issued

Teachers are welcome to drop by CCEE’s open “office hours” and ask any questions about the contest. Mentor assignment lists will also be emailed and issued to teachers at 3:30 PM.

Join CCEE's Mailing List!