The CFP Board Center for Financial Planning hosts the 2021 Academic Research Colloquium on Financial Planning

WASHINGTON, October 8, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the fifth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021. Tickets are available for purchase for $49 and many sessions of the symposium will be eligible for Continuing Education (CE) credit.

The Colloquium is an initiative of the Financial Planning Center in collaboration with the Financial Planning Standards Board (FPSB) and FP Canada. It is an international gathering of researchers, practitioners, graduate students and leaders in the practice of financial planning.

“Now in its fifth year, the Colloquium brings together renowned researchers from around the world to present their work on investments, psychology, behavioral finance and other areas related to financial planning to academics and practitioners,” said the CFP Board CEO Kevin R. Keller, CAE. “This year, we are honored to have speakers discussing behavioral economics and the psychology of financial decision-making – two timely and important areas affecting the financial planning profession. We look forward to reviewing research at the event and announce the recipients of the Best Paper Awards.”

Research Papers

The 2021 colloquium maintains a very competitive acceptance rate for research papers in the field of financial planning and related academic disciplines. This year’s acceptance rate was the lowest ever at 18%, down from 25% in 2020.

“The 2021 Colloquium was not only the most competitive area for academic papers, but also promises to be the largest with an open invitation to over 90,000 CFP® professionals and researchers worldwide in the field of financial planning. “said the CFP Board Center for Financial Chief Planning Officer DA AbramsCAE.

This year, 28 research papers were accepted by researchers, including:

  • 21 of Ivy League institutions, leading American research universities and programs of study in financial planning.
  • Seven of international institutions of Canada, France, Switzerland, Singaporeand China.

At the Colloquium, the Center will announce the recipients of the seven Best Paper Awards.

Speakers and topics

Colloquium attendees will hear from high-level speakers, presenters, and panelists, who will shed light on topics concerning behavioral economics and the psychology of financial decision-making. Keynote speakers will include:

  • John BeshearsPh.D.- Professor of Business Administration in the Negotiation, Organizations & Markets unit at Harvard Business School
  • Marie-Helene BroihannePh.D.- Professor of Finance and researcher at the LaRGE Research Center of the University of Strasbourg
  • Wade D. PfauPh.D., CFA, RICPDirector of the Retirement Income Certified Professional Program and Professor of Retirement Income at the American College of Financial Services, and
  • Suzanne B. ShuPh.D- John S. Dyson Professor of Marketing at from Cornell University Dyson school applied economics and management.

All sessions will bring together world-class researchers and practitioners from around the world to discuss topics related to financial planning such as:

  • Psychology and Human Decision Making
  • Behavioral finance
  • Consumer financing and regulation
  • Portfolio choice
  • Household finances
  • Financial therapy
  • Literacy and well-being
  • humanities, and
  • Implications of research on financial planning.

Colloquium Sponsors

The conference is made possible thanks to the support of main sponsor Merrill, major sponsors Ballentine Partners, Capital Group and Vanguard, benefactor sponsors FARE, JP Morgan Chase and Morgan Stanley, champion sponsor Wealthspire, supporting sponsors LPL and Facet Wealth, and contributing sponsor, FlexShares. The CFP Board also wishes to express its deepest gratitude to the Centre’s founding sponsors, Northwestern Mutual, Envestnet and the Charles Schwab Foundation, in partnership with Schwab Advisor Services.

More information about the Colloquium, including the agenda and registration information, can be found on the CFP Board website.


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. . CFP’s Board of Directors, along with its Financial Planning Center, is committed to increasing public awareness of the CFP® certification and access to a diverse, ethical and responsible financial planning workforce. competent. Widely recognized by businesses as the standard in financial planning, the CFP® certification is held by more than 90,000 people worldwide. 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.

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