CFP Board Center for Financial Planning Recognizes 2022 Academic Research Symposium Sponsors

WASHINGTON, October 13, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced sponsors for the sixth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines.

The symposium will be held in person at the Conrad washington d.c.on October 24-25, 2022. An initiative of the Center for Financial Planning, the Colloquium is an international gathering of researchers, practitioners, graduate students and leaders in the practice of financial planning.

“The CFP Board and the Center for Financial Planning would like to thank our generous sponsors for their support of this year’s Academic Research Colloquium,” said the CEO of the CFP Board Center for Financial Planning. Kate Healy. “These contributions are essential to creating this in-person opportunity for scholars to share their cutting-edge financial planning research and advance the profession.”

The sponsors of the 2022 Academic Research Colloquium are:

  • Merrill Wealth Management — Lead Sponsor
  • Vanguard — Executive Sponsor
  • Ballentine Partners — Partner Sponsor
  • Edward Jones — Partner Sponsor
  • Goldman Sachs — Partner Sponsor
  • Morgan Stanley — Partner Sponsor
  • Prudential — Partner Sponsor

The founding sponsors of the center are:

  • Charles Schwab Foundation, in partnership with Schwab Advisor Services
  • Investnet
  • Merrill
  • North West Mutual

The Colloquium events will take place on October 24-25 of 8 a.m. to 7 p.m. ET:

To learn more about the CFP Board Center Academic Research Colloquium, including agenda and continuing education information, visit the CFP Board website.


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 plan a body of knowledge.

SOURCE Certified Financial Planner Board of Standards, Inc.