Academic Home & Body of Knowledge

While there is greater demand for personal financial advice and need for financial planners, there is a shortage of qualified faculty to prepare these professionals, as well as limited avenues for conducting and publishing empirical research and contributing to the profession’s body of knowledge.

The Center for Financial Planning supports the creation of an academic home for faculty in financial planning and related disciplines, as well as the development of new research and best practices, to afford unique opportunities for qualified faculty training the next generation of financial planning talent, and to build the financial planning body of knowledge.

Center’s work to develop the Academic Home and Body of Knowledge includes:

  • Publish the first edition of Financial Planning Review, the Center’s new double-blind, peer-reviewed academic journal, in the fall of 2018. The Review will be available electronically on a quarterly basis and will feature rigorous empirical research on topics including financial planning; portfolio choice; behavioral finance; household finance; psychology and human decision-making; consumer finance and regulation; human sciences; and financial therapy, literacy and wellness. 
  • Building the Financial Planning Body of Knowledge website, a searchable online compilation of research from financial planning and related disciplines.  The website will house the Review and will contain additional papers, videos, and interactive capabilities that will bring additional relevance to financial planning practitioners and firms.
  • Hosting the annual Academic Research Colloquium for Financial Planning and Related Disciplines, a gathering of the global academic community to showcase cutting edge research from financial planning and related disciplines that is designed to benefit CFP® professionals, financial planning firms, educators and the profession as a whole. The next Colloquium will be held on February 19-21, 2019, in Arlington, Virginia.
  • Conducting the Financial Planning Teaching Program in partnership with Columbia University. The week-long, experience-based program is designed for current CFP Board Registered Program faculty and doctoral students, faculty in related disciplines, as well as CFP® professionals who are interested in becoming full-time or part-time faculty in a CFP Board Registered Program.  
  • Publishing the CFP Board Center for Financial Planning Book Series to add to the profession’s body of knowledge by exploring both new and traditional subjects within and beyond financial planning. Published by Wiley, the series currently consists of Communication Essentials for Financial Planners: Strategies and Techniques (2017) and Client Psychology (2018).