2018 Academic Research Colloquium
for Financial Planning and Related Disciplines
February 20-22

VIEW AGENDA  LEARN MORE

2018 CFP BOARD
REGISTERED PROGRAM CONFERENCE

FEBRUARY 22-23

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

Signature Sponsor

Sponsorship Opportunities

The two back-to-back events offered influential sponsorship opportunities to build relationships,
grow your talent pipeline and demonstrate your commitment to the profession.

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SPONSORSHIP PROSPECTUS


2018 ACADEMIC RESEARCH COLLOQUIUM
FOR FINANCIAL PLANNING AND RELATED DISCIPLINES

FEBRUARY 20, 2018, 1:00 PM ET—FEBRUARY 22, 2018, 12:00 PM ET

The CFP Board Center for Financial Planning, in cooperation with Financial Planning Standards Council and Financial Planning Standards Board, hosted the second 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 Academic Research Colloquium for Financial Planning and Related Disciplines featured paper presentations; invited speakers; interviews for open financial planning faculty positions; and a special focus on poster/concurrent sessions for doctoral students within financial planning programs as well as related research areas.


Papers and Posters

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

Retirement Planning
Financial Management
Taxation

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

View Abstracts of Accepted Papers and Posters  VIEW AGENDA


Keynote Speakers

 
Dr. Vicki BoganDr. Vicki Bogan is an associate professor in the Charles H. Dyson School of Applied Economics and Management in the SC Johnson College of Business at Cornell University. She conducts research in the areas of financial economics and behavioral finance with an emphasis on household financial decision making behavior.
Dr. Chris GeczyDr. Chris Geczy has been on the Finance Department faculty at the Wharton School of the University of Pennsylvania since 1997. He is Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research. He is also Academic Director of the Wharton Wealth Management Initiative at Wharton Executive Education.
Dr. John GrableDr. John Grable, CFP® teaches and conducts research in the undergraduate and graduate CFP Board Registered Programs at the University of Georgia, where he holds an Athletic Association Endowed Professorship. He is active in promoting the link between research and financial planning practice and is best known for his work on financial risk-tolerance assessment, behavioral financial planning, and evidence-based financial planning clinical studies.
Dr. Jennifer Greene | CFP Board Center for Financial Planning Academic Research Colloquium for Financial Planning and Related Disciplines Dr. Jennifer C. Greene is a professor of Educational Psychology at the University of Illinois at Urbana-Champaign. She received her BA in psychology from Wellesley College and her PhD in educational psychology from Stanford University. Prior to Illinois, Greene held faculty positions at the University of Rhode Island and Cornell University.
Dr. Michael Liersch Dr. Michael Liersch is Head of Financial Planning for Wealth Management at J.P. Morgan where he leads the firm-wide financial planning center of excellence, providing a unified philosophy, framework and toolset for helping clients achieve their personally meaningful goals. Dr. Liersch also leads the behavioral finance practice for the Wealth Management business. He is a well-known and respected industry leader, and has published extensively on human financial behavior in both the academic and industry press.
Dr. John Lynch is Director of the Center for Research on Consumer Financial Decision Making and Senior Associate Dean for Faculty and Research at the Leeds School of Business, University of Colorado Boulder.
Dr. Abigail Sussman | CFP Board Center for Financial Planning Academic Research Colloquium for Financial Planning and Related Disciplines Dr. Abigail Sussman is an assistant professor of marketing at The University of Chicago Booth School of Business. She is interested in how consumers form judgments and make decisions, from underlying mechanisms to applications. She investigates questions at the intersection of consumer behavior, psychology, and economics, with the aim of improving human welfare.
Dr. Tom Warschauer | CFP Board Center for Financial Planning Academic Research Colloquium for Financial Planning and Related Disciplines Dr. Tom Warschauer, CFP® is Professor of Finance, Emeritus at the San Diego State University Fowler College of Business Administration. He is Program Director of SDSU’s three personal financial planning programs and is Co-Director of its Center for the Study of Personal Financial Planning. San Diego State’s Financial Planning programs were named among the top “stand-out” financial planning programs by Financial Planning magazine.
Learn more about the speakers for the 2018 Academic Research Colloquium for Financial Planning and Related Disciplines »

Best Paper Awards

The Colloquium 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.

    1. The TD Ameritrade Institutional Best Paper Award for Behavioral Finance recognized 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 recognized the best paper on the discipline of Insurance/Risk Management, with implications for financial planning practice. Review the award details »
    3. The Merrill Lynch Student Best Paper Award recognized the best research paper by a student that directly or indirectly relates to financial planning practice. Authors who are enrolled in a graduate program of study, regardless of academic focus, are eligible for this award. Review the award details »
    4. The Financial Planning Review Best Paper Award in Investments recognized the best paper that focuses on the area of Investments, with implications for financial planning practice. Review the award details »
    5. The CFP Board Center for Financial Planning Best Paper Award in Consumer Finance recognized the best paper that focuses on factors that impact the client-planner relationship, including but not limited to financial therapy, sociology, and communication and counseling. Review the award details »

Faculty Interviews at the 2018 Academic Research Colloquium for Financial Planning and Related Disciplines

For the first time, the Academic Research Colloquium for Financial Planning and Related Disciplines offered the opportunity for faculty to interview for open positions across various colleges and universities. Prospective candidates were able to 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.


2018 Steering Commitee

Click here to view the members of the Steering Committee for the 2018 Academic Research Colloquium for Financial Planning and Related Disciplines. 


2017 Academic Research Colloquium


» Download a Summary Document for the 2017 Academic Research Colloquium for Financial Planning and Related Disciplines
(1.2 MB, PDF)

» Review the 2017 Academic Research Colloquium for Financial Planning and Related Disciplines


FEBRUARY 22, 2018, 12:00 PM ET—FEBRUARY 23, 2018, 12:00 PM ET

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

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Sponsorship Opportunities

The co-located CFP Board Center for Financial Planning 2018 Academic Research Colloquium for Financial Planning and Related Disciplines and CFP Board 2018 Registered Program Conference offered influential sponsorship opportunities to build relationships, grow your talent pipeline and demonstrate your commitment to the profession.

The two back-to-back events are the largest gathering of financial planning programs in the country, with unique opportunities to build relationships, grow your talent pipeline and demonstrate your commitment to the profession. 

Download the Sponsorship Prospectus »

 

 


Center for Financial Planning Founding Sponsors

 

LEAD FOUNDING SPONSOR

TD Ameritrade Institutional

FOUNDING SPONSOR

TD Ameritrade Institutional

 

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