2020 Academic Research Colloquium
FOR FINANCIAL planning and related disciplines

February 20, 2020, 12:00 PM ET – February 22, 2020, 12:00 PM ET

Renaissance Arlington Capital View Hotel
Arlington, VA


The CFP Board Center for Financial Planning, in cooperation with the international Financial Planning Standards Board and Canadian-based Financial Planning Standards Council, will host the fourth annual Academic Research Colloquium for Financial Planning and Related Disciplines. This international meeting of researchers, practitioners, graduate students and leaders of financial planning practice was designed to be a forum to gather, share and provide 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.

The 2020 Colloquium will feature:

  • Paper presentations and best paper awards
  • Poster sessions
  • Invited speakers
  • Interviews for open financial planning faculty positions
  • Sessions for doctoral students in financial planning and related research areas
  • CE-eligible sessions for CFP® practitioners that translate research into practical application 



Annamaria Lusardi
Denit Trust Endowed Chair of  Economics and Accountancy
George Washington University School of Business

Lauren Cohen
L.E. Simmons Professor in the Finance & Entrepreneurial Management Units 
Harvard Business School

Dr. J. Anthony Cookson
Co-Director of the Center for Research on Consumer Financial Decision Making
Leeds School of Business, University of Colorado — Boulder

David K. Musto
Ronald O. Perelman Professor in Finance and Faculty Director of the Stevens Center for Innovation in Finance
The Wharton School

Werner De Bondt, Ph.D.
Thomas F. Gleed Endowed Chair of Business Administration
Seattle University

Learn more about the keynote speakers »

Papers and Posters

The Colloquium will feature paper presentations and poster sessions focused on topics that relate or indirectly relate to financial planning practice and/or the financial planning body of knowledge:

  • Big Data / AI / Robo-advising Household Finance
  • Behavioral Economics Insurance
  • Behavioral Finance Investments
  • Communication and Counseling Marriage and Family Therapy
  • Estate Planning Psychology
  • Financial Planner Education/Pedagogy Public Policy
  • Financial Therapy Retirement Planning
  • Financial Sociology Taxation
  • Healthcare
  • Household Finance
  • Insurance
  • Investments
  • Marriage and Family Therapy
  • Psychology
  • Public Policy
  • Retirement Planning
  • Taxation

Access the Call for Papers and Posters for additional information.

Best Paper Awards

The Colloquium will feature a series of Best Paper Awards that will be 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 for Behavioral Finance will recognize 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 for Insurance/Risk Management will recognize the best paper in the discipline of Insurance/Risk Management, with implications for financial planning practice. Review the award details »
  3. The Best Paper Award in Investments will recognize the best paper that focuses on the area of Investments, with implications for financial planning practice. Review the award details »
  4. The Best Paper Award in Household Finance will recognize the best paper in the discipline of Household Finance, with implications for financial planning practice. Review the award details »
  5. The Emerging Scholar Best Paper Award will recognize the faculty member in their first five years in a faculty position, tenure-track or not, with the best research paper that directly or indirectly relates to financial planning practice. Authors who are in their first five years of a faculty position, tenure-track or not and regardless of academic focus, are eligible for this award. Review the award details »

    Faculty Interviews 

    The Colloquium will offer the opportunity for faculty to interview for open positions across various colleges and universities. Learn More »

    Center for Financial Planning Founding Sponsors


    Lead Founding Sponsor


    Founding Sponsors

    Northwest Mutual-50



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