Northwestern Mutual Case Competition

The Suffolk/Northwestern Mutual Wealth Management Case Competition gives you and undergraduates from other area universities an opportunity to show off your wealth management skills in a real-life setting.

Students are given a case by the Northwestern Wealth Management division [PDF], which represents the kind of wealth management done on a daily basis in the industry. Students initially submit a written proposal of approximately five pages to meet the requirements of the case. This proposal should include details about how to achieve the goals in the case.

A committee composed of Suffolk faculty will judge each case and select 3-5 teams who then present their cases to a panel of faculty and representatives from Northwestern Mutual. Finalists' presentations last approximately 12 minutes. 

Official rules [PDF]


The top three teams receive awards of $1,000 (first place), $600 (second place), and $400 (third place).


Registration of team of up to three students. Register your team by emailing [email protected].

  • March 29 - Students to hand in 5 (five) page case write-up
  • April 3 - Finalists selected for competition
  • April 10- Final Presentations to Northwestern Mutual and Wealth Management Experts