2019 Academic Research Colloquium
for Financial Planning and Related Disciplines
February 19-21, 2019


FEBRUARY 21-22, 2019


Register today to receive the early bird discount.

Both events will be held at the
Renaissance Arlington Capital View Hotel
Arlington, Virginia



FEBRUARY 19, 2019, 12:00 PM ET—FEBRUARY 21, 2019, 11:00 AM ET

The CFP Board Center for Financial Planning, in cooperation with Financial Planning Standards Council and Financial Planning Standards Board, is hosting the third 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 and 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 2019 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
  • Sessions for CFP® practitioners to engage with researchers


Dr. Vicki Bogan
Associate Professor
Charles H. Dyson School
of Applied Economics and
Management in the SC
Johnson College of Business
at Cornell University

Dr. Terrance Odean
Rudd Family Foundation
Professor of Finance Group

Haas School of Business at
the University of California,

Dr. Scott Rick
Associate Professor of

University of
Michigan’s Ross School
of Business

Dr. Kent Smetters
Boettner Chair Professor
University of Pennsylvania’s
Wharton School, and
Faculty Research Fellow
National Bureau of Economic

Learn more about the keynote speakers »


For the first time, the 2019 Colloquium will feature three new sessions of interest for practicing CFP® professionals. These sessions, devoted exclusively to exploring the implications of research to financial planning practice, will be led by scholar-practitioners – individuals who have extensive financial planning practice experience and can apply those to relevant, impactful research.

Dr. Sarah Asebedo, CFP®
Assistant Professor of Personal
Texas Tech University

Shawn Brayman, CFP®
PlanPlus Global

Dr. Ed Horwitz, CFP®
Mutual of Omaha Executive Director in Risk Management, Associate Professor of Practice- Department of Economics and Finance, Heider College of Business
Creighton University

Dr. Ron Sages, CFP®
Senior Investment Officer and
Director of Personal Financial

Eagle Ridge Investment
Management, LLC

Dr. David B. Yeske, CFP®
Managing Director
Yeske Buie, and
Practitioner Editor
Journal for Financial Planning

Learn more about the scholar-practitioner speakers »

Papers and Posters

Paper presentations and poster sessions will focus on topics that relate or indirectly relate to financial planning practice and/or the financial planning body of knowledge:

Retirement Planning
Financial Management
Insurance/Risk Management
Estate Planning
Communication and Counseling
Behavioral finance
Marriage and Family Therapy
Consumer Finance
Financial Planner Education/Pedagogy
Financial Therapy
Other topics related to financial planning


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 on the discipline of Insurance/Risk Management, with implications for financial planning practice. Review the award details »
  3. The Emerging Scholar Best Paper Award will recognize the best research paper by a junior faculty member that directly or indirectly relates to financial planning practice. Authors who are serving as faculty members within their first five years of a position, tenure-track or not, regardless of academic focus, are eligible for this award. Review the award details »
  4. 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 »
  5. The Best Paper Award in Household Finance will recognize the best paper that focuses on research questions related to Household Finance. Review the award details »

Faculty Interviews

The Colloquium will again offer the opportunity for faculty to interview for open positions across various colleges and universities. Prospective candidates should complete a registration form and submit their CV in advance of the Colloquium, enabling participating colleges and universities with open positions to contact them directly to schedule an interview during the Colloquium.

Colleges and universities wishing to interview potential faculty candidates at the Colloquium should contact ARC@CFPBoard.org to gain access to candidate CVs as well as reserve a room for interviews during the Colloquium.

FEBRUARY 21, 2019, 8:00 AM ET—FEBRUARY 22, 2019, 12:00 PM ET

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

Center for Financial Planning Founding Sponsors


Lead Founding Sponsor


Founding Sponsors

Northwest Mutual-50



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