AMP University Challenge overview


The AMP University Challenge allows you to experience first-hand what it takes to be successful as a financial adviser.  It is a unique opportunity to combine your technical knowledge with your communication skills in a real-world scenario.

The AMP University Challenge is a competition open to all students currently studying either part time or full time at an Australian university or an equivalent Australian tertiary institution, except for those employed directly by the AMP Group of Companies or that are (or have been) Authorised Representatives of any financial services entity.

Following the success of last year's AMP University Challenge, the competition is again offered over two semesters.

First semester students:

  • Your case study will be sent to you upon registration from Monday, 4th March 2024.
  • You'll have until Monday, 6th May 2024 to submit.

Second semester students:

  • Your case study will be sent to you upon registration from Monday, 15th July 2024.
  • You'll have until Monday 9th September 2024 to submit.

What's involved in the AMP University Challenge?

The competition consists of two main components.

Step 1: Case Study – Prepare a Statement of Advice

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Prepare a Statement of Advice that provides strategic financial advice based on a hypothetical case study.

Step 2: Finals day

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The top submissions will be selected by our panel of experts, and those entries will advance through to the finals day. The finals day will offer you networking opportunities with AMP business leaders, industry professionals, practicing financial advisers and leading academic, and consist of the following activities:

1. Technical quiz (20%)

A representative from each team will participate in a multiple-choice quiz testing their technical knowledge across various financial planning related categories.

2. Advice presentation (40%)

A representative from each team will present their Statement of Advice to their hypothetical clients.

3. Topical presentation (40%)

A representative from each team with address the judges on your views regarding an industry related topic (advised pre-finals day).

A judging panel will determine  and announce winners at the finals day.

Important information

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* Employees of the AMP Group of Companies, as well as their immediate families are ineligible to enter. In addition, Authorised Representatives and Representatives (at any time) of any Australian Financial Services Licensee are ineligible to enter.

Terms and conditions

Please follow this link to view the AMP University Challenge terms and conditions.