CFP Board Center for Financial Planning appoints Stephen Horan as editor of Financial Planning Review

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.

“We look forward to the vision, strategy and leadership that Stephen will bring as Editor-in-Chief of Financial Planning Review“said the CEO of the CFP Board Kevin R. Keller, CAE. “With an established record of 30 years of impactful, practice-oriented scholarship, Stephen will help increase the visibility and value of Financial Planning Review.”

Horan has a diverse and award-winning background that includes dozens of peer-reviewed articles focused on wealth management, tax-efficient investing, and investment management, most of which have been reprinted, summarized, or covered in the media. His articles have been published in peer-reviewed journals, including Journal of Financial Analysts, Financial Planning Journal, Wealth Management Journal, Harvard Business Review Latin America, Financial Research Journaland Financial Services Review.

Horan has also received several research awards, including the coveted Graham and Dodd Reader’s Choice Award, CFP Board Best Conference Paper Award, Financial Frontiers Award (silver) sponsored by the Financial Planning Association, CFP Board Board of Examiners Best Academic Paper Award and six research grants.

Horan joins the CFP Board of Directors University of North Carolina Wilmington, where he is an associate professor of finance. Previously, he worked at the CFA Institute for over 14 years, where he led the institute’s professional learning and education programs. Prior to joining the CFA Institute, Horan was a full professor of finance at the School of Business at St. Bonaventure University. He also spent more than eight years in private practice as an expert witness and forensic economist.

Horan holds a Bachelor of Business Administration in Finance from St. Bonaventure University and a doctorate. in the finances of State University of New York at Buffalo.

The Certified Financial Planner Board of Standards, Inc. is a 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 the CFP® certification and access to a diverse, ethical and skilled financial planning workforce. Widely recognized by businesses as the standard in financial planning, the CFP® certification is held by more than 93,000 people in the United States.

SOURCE Certified Financial Planner Board of Standards, Inc.