2020 Academic Research Colloquium

February 20-22, 2020
Renaissance Arlington Capital View Hotel
Arlington, VA


Information regarding the 2020 Academic Research Colloquium for Financial Planning and Related Disciplines, including registration instructions, will be available soon.

learn about 2019 Academic Research Colloquium

On February 19-21, 2019, the CFP Board Center for Financial Planning, in cooperation with Financial Planning Standards Council and Financial Planning Standards Board, hosted 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, 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 featured:

  • 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 featured three new sessions of interest for practicing CFP® professionals. These sessions, devoted exclusively to exploring the implications of research to financial planning practice, were 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 focused 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 also featured a series of Best Paper Awards that were presented at the event with a $2,500 cash prize for the author(s) of the winning paper. The Center congratulates the winners of the Best Paper Awards presented at the event: 

  • TD Ameritrade Best Paper Award in Behavioral Finance – Jonathan Huntley and Felix Reichling, both of Wharton School, University of Pennsylvania, and Valentina Michelangeli of Bank of Italy, for “Chasing Returns in Retirement Accounts: Do Learning, Literacy, and Experience Matter?”
  • Northwestern Mutual Best Paper Award in Insurance/Risk Management – Steven Lee and Benjamin F. Cummings, both of The American College of Financial Services, and Jason Martin of Swarthmore College, for “Victim Characteristics of Investment Fraud”
  • Emerging Scholar Best Paper Award – Ioannis Branikas of Lundquist College of Business, University of Oregon, for “Advertising Exposure and Portfolio Choice: Estimates Based on Sports Sponsorships”
  • Best Paper Award in Investments – Lauren Cohen and Christopher Malloy, both of Harvard Business School, Harvard University, and Quoc Nguyen of DePaul University, for “Lazy Prices”
  • Best Paper Award in Household Finance – Vikas Agarwal, Hadiye Aslan, Lixin Huang, and Honglin Ren of J. Mack Robinson College of Business, Georgia State University, for “Policy Uncertainty and Household Stock Market Participation”

Center for Financial Planning Founding Sponsors


Lead Founding Sponsor


Founding Sponsors

Northwest Mutual-50



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