CFP Board Center for Financial Planning Announces Call for Papers and First-Ever Global Financial Planning Research Colloquium

Categories: Press Release

The CFP Board Center for Financial Planning today announced a Call for Papers that will be presented at the first-ever global Academic Research Colloquium for Financial Planning and Related Disciplines to take place in Washington, D.C. on February 7-9, 2017.

Along with the Canadian-based Financial Planning Standards Council and the international association, Financial Planning Standards Board, the Center will be hosting a global meeting of researchers, graduate students and leaders of financial planning practice. The colloquium is designed to be a forum to gather and share while providing a showcase for rigorous, relevant research within financial planning, as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice.

“We are excited to serve as hosts – along with our partner organizations – of this landmark occasion,” said Marilyn Mohrman-Gillis, Executive Director of the Center for Financial Planning. “The financial planning profession will benefit from the in-depth academic research, insights and opinions from leading academicians around the world.”

The deadline for submitting an expression of interest to offer a paper or poster is April 30, 2016. The colloquium will be held at the Renaissance Arlington Capital View Hotel on February 7-9, 2017. A fact sheet with information about the colloquium, how to submit an expression of interest, additional deadlines and other details can be found here.

The Center’s Academic Research Colloquium for Financial Planning and Related Disciplines will feature paper presentations; invited speakers; interviews for open financial planning faculty positions; and a focus on poster/concurrent sessions for doctoral students within financial planning programs as well as related research areas. As the Lead Founding Sponsor of the Center, TD Ameritrade Institutional is supporting the Colloquium and other important Center initiatives.

“We are striving to create impact for research in financial planning. Our vision for the colloquium is to create a platform for the presentation and discussion of theoretical and applied research from a broad range of disciplines and sub-disciplines that connect to financial planning practice,” said Charles Chaffin, Ed.D. CFP Board’s Director of Academic Home, Center for Financial Planning. “I encourage my colleagues from a wide range of research areas to join us in contributing to the body of knowledge of this growing academic discipline.”

The review committee welcomes papers on the following topics that relate or indirectly relate to financial planning practice/financial planning body of knowledge:

  • Retirement Planning
  • Financial Management
  • Psychology and Relationship-building
  • Taxation
  • Insurance /Risk Management
  • Sociology
  • Investments/Asset Management
  • Financial Planner Education/Pedagogy
  • Estate planning/Wealth Transfer
  • Marriage and Family Therapy
  • Communication and Counseling
  • Behavioral Finance
  • Other topics related to financial planning
  • Proposals for panel discussions devoted to research areas that affect financial planning practice or financial planner education will also be considered for inclusion in the program.

There will also opportunities for both Best Paper Awards as well as Student Best Paper Awards. More information regarding Best Paper Awards as well as colloquium registration and hotel information will be provided in April, 2016.


The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  CFP Board currently authorizes nearly 74,000 individuals to use these marks in the U.S.


The CFP Board Center for Financial Planning seeks to build capacity for the financial planning profession by creating a sustainable supply of new and more diverse financial planners to replace the retiring workforce, and by building an academic home that offers opportunities for conducting and publishing new research, adding to the financial planning body of knowledge. More about the Center and its initiatives can be found at

CONTACT: Dan Drummond, Director of External Communications P: 202-379-2252 M: 202-550-4372 E: Twitter: @cfpboardmedia