CFP Board Center for Financial Planning appoints new co-editors for Financial Planning Review

WASHINGTON, October 4, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that it has appointed three new co-editors of the Centre’s academic financial planning journal, Financial Planning Review: Thomas R. RobinsonPh.D., CFA, CPA, CFP®, CAIA; Megan McCoy, Ph.D., LMFT, AFC, CFT-1; and Conrad CiccottelloPh.D., JD New Co-Editors Join Editor-in-Chief Stephen HoranPh.D., CFA, CIPM, CAIA and co-founder and co-editor Chris Gezcy, Ph.D., Adjunct Full Professor of Finance at The Wharton School.

Peer-reviewed double-blind academic journal, Financial Planning Review presents research in the area of ​​financial planning as well as disciplines that are directly or indirectly related to the body of financial planning knowledge or the practice of financial planning. The journal seeks to maximize academic impact through the publication of rigorous and relevant research in a variety of fields, including psychology, behavioral finance, and consumer finance and regulation. Each edition of Financial Planning Review is distributed to more than 93,000 CERTIFIED FINANCIAL PLANNERSMT professionals everywhere United States.

“Drs. Robinson, McCoy and Ciccotello are all exceptional educational leaders, with over 75 years of combined experience in the financial advice ecosystem. Their breadth of expertise reflects the mission of the journal, and we are delighted to have them join the editorial team of Financial Planning Review,” said Financial Planning Review editor-in-chief Stephen Horan, Ph.D., CFA, CIPM, CAIA. “With their excellent track records in publishing academic research in financial planning, these three new co-editors are poised to lead our auspicious and accomplished team as we seek to expand the body of knowledge in financial planning.”

Thomas R. Robinson

thomas robinson, Ph.D., CFA, CPA, CFP®, CAIA, is a globally recognized educator, author, and advisor with over 35 years of experience in financial services and financial services education. He is currently President and Chief Investment Officer of Robinson Global Investment Management LLC. Previously, he served as President and CEO of AACSB International, the world’s leading business school accreditation and membership body. Prior to joining AACSB, Robinson served as the Managing Director of Education for a global team at CFA Institute. Prior to that, he spent 14 years at University of Miami, as a tenured accounting faculty member and administrator. Today, he is also a Professor of Practice – Finance at the College for Financial Planning and a member of the Board of Directors and Chairman of the Audit Committee of the Chartered Alternative Investment Association.

Robinson earned his bachelor’s degree in economics from University of Pennsylvania and holds an M.A. and Ph.D. from the Weatherhead School of Management in Case Western Reserve University.

Megan McCoy

Megan McCoyPh.D., LMFT, AFC®, CFT-I™, is Assistant Professor at Kansas State University Department of Personal Financial Planning, where she teaches undergraduate, graduate, and doctoral courses focusing on financial wellness, financial therapy, and couple dynamics in finances. An expert in psychology and financial therapy, she sits on the board of directors of the Financial Therapy Association and is associate editor of the Financial Therapy Journal.

McCoy received his bachelor’s degree in psychology from University of North Carolina and a Masters in Marriage and Family Therapy from Drexel University. She holds a doctorate. in human development and family sciences, with an emphasis on marital and family therapy, University of Georgia.

Conrad Ciccottello

Conrad CiccottelloPh.D., JD, is director of the Reiman School of Finance at Daniels College of Business in University of Denver. Previously, he was Chairman of the Risk and Insurance Department at Robinson College of Business in Georgia State University (from 2015 to 2017) and Director of Asset and Wealth Management Programs (from 1999 to 2017). A former editor of Financial Services ReviewCiccotello’s work has appeared in over 60 publications, including articles in the Journal of Financial Economics, Journal of Law and Economics, Journal of Financial and Quantitative Analysis, management science, Journal of Financial Analysts and the Company law review.

Ciccotello obtained his baccalaureate at Lehigh University and his MBA at St. Mary’s University. He holds a doctorate. in the finance of Pennsylvania State University. He is also a graduate of the University of Suffolk faculty of law and member of the Pennsylvania and bars of the Supreme Court.

The latest edition of Financial Planning Review is available at The editorial management will inform authors and readers of this information and other Financial Planning Review developments at the CFP Board Academic Research Colloquium, which will be held October 24-25, 2022in washington d.c.

The Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the United States. The CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. . The CFP Board, with its Center for Financial Planning, is committed to increasing public awareness of CFP® certification and access to a diverse, ethical and skilled financial planning workforce. Widely recognized by the public, advisors and firms as the standard in financial planning, the CFP® certification is held by more than 93,000 people in United States.

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together professionals, businesses, educators, researchers and CFP® experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that provides opportunities to conduct and publish new research that adds to the planning body of knowledge.

SOURCE Certified Financial Planner Board of Standards, Inc.