2017 Academic Research Colloquium
for Financial Planning and Related Disciplines

February 7-9

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Agenda
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2017 CFP Board
Registered Program Conference

February 9-10

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Agenda
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Sponsored By

Merrill Lynch


Both events were held at the
Renaissance Arlington Capital View Hotel
Arlington, Virginia, United States

2017 Academic Research Colloquium
for Financial Planning and Related Disciplines

February 7, 2017, 1:00 pm ET—February 9, 2017, 12:00 pm ET

Organized by the CFP Board Center for Financial Planning in collaboration with the Canada-based Financial Planning Standards Council and the international Financial Planning Standards Board Ltd., the first-ever Colloquium gathered the global academic community to showcase rigorous and relevant research within financial planning and related disciplines that directly or indirectly relates to the global financial planning practice and body of knowledge.

In addition, there were opportunities for current and prospective faculty to interview for positions within CFP Board Registered Programs.

View the Agenda»

    Keynote Speakers:  
    Dr. Julie Agnew | CFP Board Center for Financial Planning Academic Research Colloquium for Financial Planning and Related Disciplines Dr. Julie Agnew, Class of 2018 Associate Professor of Finance and Economics, College of William and Mary’s Mason School of Business, Presentation: How Psychology Can Affect Investors’ Financial Decisions
    Dr. J. Michael Collins | CFP Board Center for Financial Planning Academic Research Colloquium for Financial Planning and Related Disciplines Dr. J. Michael Collins, Associate Professor of Public Affairs and Human Ecology, Faculty Director of the Center for Financial Security, University of Wisconsin-Madison, Presentation: Using Field Experiments to Evaluate the Impact of Financial Planning Interventions
    Dr. Chris Geczy | CFP Board Center for Financial Planning Academic Research Colloquium for Financial Planning and Related Disciplines Dr. Chris Geczy, Adjunct Professor of Finance, Academic Director, Wharton Wealth Management Initiative, Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, Wharton School, University of Pennsylvania, Presentation: How Clients’ Changing Lives and Moods Affect Risk Tolerance
    Dr. John Grable, CFP® | CFP Board Center for Financial Planning Academic Research Colloquium for Financial Planning and Related Disciplines Dr. John Grable, CFP®, Athletic Association Endowed Professor of Family and Consumer Sciences, University of Georgia, Presentation: Frontiers of Financial Planning Research and their Expansion beyond the Core Areas of Financial Planning
    Dr. Hal E. Hershfield | CFP Board Center for Financial Planning Academic Research Colloquium for Financial Planning and Related Disciplines Dr. Hal E. Hershfield, Assistant Professor of Marketing, Anderson School of Management, University of California-Los Angeles, Presentation: Considering the Future Self
       
    Learn more about the speakers from the 2017 Academic Research Colloquium for Financial Planning and Related Disciplines »

Papers and Posters

Review the List of Accepted Papers   Review the List of Accepted Posters
   

Best Paper Awards

The Colloquium featured a series of Best Paper Awards that were presented at the event with a $2,500 cash prize for the author(s) of the winning paper.

  1. The TD Ameritrade Institutional Best Paper Award in Behavioral Finance recognized the best research paper that brings psychological insight into human behavior and decision-making with implications for financial planning practice.   Review the award details »
  2. The Northwestern Mutual Best Paper Award in Insurance/Risk Management recognized the best research paper in the discipline of Insurance/Risk Management with implications for financial planning practice. Review the award details »
  3. The Merrill Lynch Student Best Paper Award was presented to the graduate student with the best research paper that directly or indirectly relates to financial planning practice. Review the Award Details »
  4. The BMO Wealth Management Best Paper Award in Consumer Finance recognized the best research paper that focuses on factors that impact the client-planner relationship, including but not limited to financial therapy, sociology, and communication and counseling. Review the award details »
  5. The CFP Board Center for Financial Planning Best Paper Award in Investments recognized the best research paper that focuses on the area of investments, with implications for financial planning practice. Review the award details »

2017 CFP Board Registered Program Conference

February 9, 2017, 1:00 pm ET—February 10, 2017, 4:00 pm ET

Immediately following the Colloquium, the CFP Board Registered Program Conference brought together faculty and program directors from institutions around the country that deliver professional financial planning education and assist individuals in pursuing CFP® certification.

This year’s theme, Bringing Practice to Theory, was a platform for furthering our discipline relative to specific subject matter areas, engaging students both within the classroom and in online learning platforms, as well as facilitating certificate and degree-seeking students’ journeys toward CFP® certification.

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Center for Financial Planning Corporate Sponsors:

Lead Founding Sponsor

TD Ameritrade

 

Founding Sponsor Circle

Northwestern Mutual

 

Chairs Circle

Capital One

 

Pinnacle Circle

Edelman Financial

 

Benefactors Circle

TFC Financial


TD Ameritrade Institutional, division of TD Ameritrade, Inc., member FINRA/SIPC is separate from and not affiliated with the Certified Financial Planner Board of Standards, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.