CFP Board Center for Financial Planning, TD Ameritrade Institutional Seek Submissions for 2018 Best Paper Award for Behavioral Finance

Categories: Press Release

The CFP Board Center for Financial Planning, in collaboration with TD Ameritrade Institutional, today announced that it is seeking submissions for the first in a series of Best Paper Awards that will be presented at the Center’s second annual Academic Research Colloquium for Financial Planning and Related Disciplines in Washington, D.C., on February 20-22, 2018.

The TD Ameritrade Institutional Best Paper Award for Behavioral Finance will recognize research papers that bring psychological insight into human behavior and decision-making with implications for financial planning practice.

Building on the success of last February’s inaugural event, the 2018 Colloquium will gather the global academic community to showcase rigorous and relevant research within financial planning and related disciplines that directly or indirectly relates to financial planning practice and the body of knowledge.

“It’s increasingly clear that understanding how human behavior affects investment decisions is critical for financial planners. That’s why we want to create more opportunities for research that will equip them to better guide clients in making more prudent financial decisions,” said Kate Healy, Managing Director, Generation Next, TD Ameritrade Institutional. “We are pleased to again sponsor the Center’s Best Paper Award in Behavioral Finance as we seek to advance the profession and elevate its understanding of how clients truly think about their finances.”

As the Lead Founding Sponsor of the Center for Financial Planning, TD Ameritrade Institutional is supporting the Colloquium and sponsoring the Best Paper Award in the discipline of behavioral finance. The Best Paper Award carries with it a $2,500 cash prize that will be awarded at the Colloquium to the author of the winning paper. Additional Best Paper Awards – and their sponsors – will be announced at later dates leading up to the Colloquium.

“As the 2017 Best Paper Award winners demonstrate, groundbreaking empirical research is being conducted in financial planning and related disciplines today,” said Marilyn Mohrman-Gillis, Executive Director of the Center for Financial Planning.  “We are grateful for TD Ameritrade Institutional’s continued participation in this vital work to expand our profession’s body of knowledge, and look forward to recognizing exceptional research at our 2018 Colloquium.”


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 more than 77,000 individuals to use these marks in the U.S.


The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice.  The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. More about the Center and its initiatives can be found at


Millions of investors and independent registered investment advisors have turned to TD Ameritrade’s (Nasdaq: AMTD) technology, people and education to help make investing and trading easier to understand and do. TD Ameritrade has time and again been recognized as a leader in investment services. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how, bringing Wall Street to Main Street for more than 40 years. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC.


TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation. Brokerage services provided by TD Ameritrade, Inc., member FINRA / SIPC.

CONTACT: Jessica Lewis, Communications Specialist P: 202-379-2256 M: 301-655-0389 Twitter: @cfpboardmedia