Financial Planning Review

The CFP Board Center for Financial Planning is pleased to announce the launch of Financial Planning Review, a double-blind, peer-reviewed academic journal from the CFP Board Center for Financial Planning.

This new scholarly publication, Financial Planning Review, will feature peer-reviewed research within financial planning, as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice. In addition to Financial Planning, these topics include, but are not limited to: 

  • Portfolio Choice
  • Behavioral Finance
  • Household Finance
  • Psychology and human decision-making
  • Financial therapy literacy and wellness
  • Consumer financial decision-making
  • Consumer protection, policy, and regulation
  • Human sciences

Accepted papers will span the broad spectrum of research methodologies and data analyses.

Financial Planning Review will be available electronically from the Wiley Online Library and the CFP Board Center for Financial Planning. Each edition of the Review will also be distributed to over 84,000 CERTIFIED FINANCIAL PLANNER™ professionals throughout the United States.


Volume 2, issue 1 is now available via the Wiley Online Library and contains the following papers:

On shifting consumers from high‐interest to low‐interest debt
Adam Eric Greenberg
Hal E. Hershfield
How active management survives
J. B. Heaton
Ginger L. Pennington

Boomerang bias: Examining the effect of parental coresidence on Millennial financial behavior
Michael J. Bentley
Vicki L. Bogan

The impact of shared financial decision making on overconfidence for married adults
Dee Warmath
Dominik Piehlmaier
Cliff Robb


Volume 1, Issue 1-2 (March-June 2018)  

Volume 1, Issue 3-4 (September-December 2018)


Original manuscripts can be submitted using the Financial Planning Review submission system. Submitted papers must be in accordance with the requirements of Financial Planning Review.

Please feel free to email if you have any questions.

Special Issue Announcement: FinTech

Technological innovation and change has begun to transform the financial services industry in substantial and frequently unanticipated ways, and the pace of this transformation will only continue to accelerate. The financial planning arena within financial services is no exception, with innovations such as robo-advising, insurtech, and crypto currencies adding additional complexities as well as potential insights. This special issue will present the latest research in FinTech, financial technology, and innovation that encompass the eight major content areas of Financial Planning Review and directly or indirectly relate to financial planning practice.

We currently invite the submission of research papers in areas related to FinTech. Topics of interest include, but are not limited to:

  • Robo-advising, insurtech, and other digital financial advisory/wealth management services
  • Technology related innovations in value storage, transfer and payments (for example, crypto currencies, application of blockchain and other related mechanisms, digital wallets, peer-to-peer payments)
  • Technology-driven lending and investment such as crowdfunding and market-place lending
  • The facilitation of financial inclusion through the use of technology (i.e., access to financial services by the households and enterprises historically outside of developed financial systems)

Paper submission deadline: December 31, 2019



Editorial Board

  • Dr. Kristy Archuleta, Kansas State University
  • Dr. Inga Chira, CFP®, California State University- Northridge
  • Dr. J. Michael Collins, University of Wisconsin
  • Dr. Jonathan Fox, Iowa State University
  • Dr. Sherman Hanna, Ohio State University
  • Dr. Russell James, CFP®, Texas Tech University
  • Dr. Fran Lawrence, University of Missouri
  • Dr. Angela Lyons, University of Illinois
  • Dr. Jason McCarley, Oregon State University
  • Dr. John Nofsinger, University of Alaska-Anchorage
  • Dr. Lance Palmer, CFP®, University of Georgia
  • Dr. Vanessa Perry, George Washington University
  • Dr. Abigail Sussman, University of Chicago
  • Dr. Tom Warschauer, CFP®, San Diego State University
  • Dr. Tansel Yilmazer, CFP®, Ohio State University

advisory editor

executive editor