The Edward Jones Portfolio Challenge


The Portfolio Challenge

Eller students are invited to step into the shoes of a financial advisor and learn to invest money in today's market.

When will the challenge start?

  • Kickoff Presentation: Thursday, Sept. 6, 5 - 7 p.m. in McClelland Hall Room 208A
  • Final Application for Participation Deadline/1-2 Page Executive Summary Due: Tuesday, Sept. 18 
  • Paper Submissions Due/Final Analysis: Tuesday, Oct. 16
  • Final Presentations: Thursday, Nov. 8, 5:00pm in McClelland Hall room 201A/B
    • 5 - 7 pm: Presentations
    • 7 - 8 pm: Networking, Refreshments and Awards Program

How it Works

"For a Fictitious Edward Jones client"

  • Students form groups of two, three, or four participants
  • Students are provided the case prior to kickoff meeting and have 10 days after the meeting to develop an executive summary
  • Students' work, including supporting documentation, is judged by the review committee, and teams selected to continue have 2 weeks to develop a full analysis
  • Up to five teams are chosen as finalists
  • The top finalist teams will have three weeks to prepare their presentation
  • Top finalist teams then present their solution to a panel of Eller Faculty and Edward Jones Professionals.
  • A $1,000 prize for the winning team, $300 for the second place team, and $200 for the third place team.


Please fill out the form below with all team information.

Fields marked with * are required.



Member #1

Member #2

Member #3

Member #4


For further information please contact: Katelyn Rose.