The CFP Board Center for Financial Planning hosts the 2022 Academic Research Colloquium on Financial Planning

WASHINGTON, September 27, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the sixth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held in person at Conrad washington d.c.on October 24-25, 2022. Many sessions of the colloquium will be eligible for Continuing Education (CE) credit.

The Colloquium, an initiative of the Center for Financial Planning, is an international gathering of researchers, practitioners, graduate students and leaders in the practice of financial planning.

“The Academic Research Colloquium brings together academics from around the world to learn from each other and share the latest research in financial planning with practitioners,” said the CEO of the CFP Board Kevin R. Keller, CAE. “Researchers will present contributions from a wide range of fields, from retirement planning to portfolio choice to the psychology of financial planning. This body of knowledge – created by a mix of researchers, writers, of authors and practitioners – is essential in our efforts to create the academic foundations of the financial planning profession.”

Research papers
The 2022 symposium features 28 research papers, including four papers from industry researchers and 24 from national and international research universities.

“The symposium provides an excellent opportunity for researchers from nearly 30 institutions to share and discuss research relevant to the financial planning profession,” said the executive director of the CFP Board Center for Financial Planning. Kate Healy. “The academic papers presented at the Colloquium represent the hottest topics being discussed by financial planning researchers from across the country and around the world.”

At the Colloquium, the Center will announce the recipients of the seven Best Paper Awards, one Early Career Award and one Lifetime Achievement Award.

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 and panelists will include the following:

  • Justin FitzpatrickPhD, CFA, CFP® — Co-founder and CIO, Income Lab
  • Miranda ReiterPhD, CFP® — Assistant Professor of Personal Financial Planning, Texas University of Technology
  • Vickie Bajtelsmitdoctorate — Emeritus Professor, Colorado State University
  • Joseph GoetzPh.D., CRC®, AFC® – Teacher, University of Georgiaand Founding Partner and CIO, Elwood & Goetz Financial Planning and Investments

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

  • Psychology and Human Decision Making
  • Behavioral finance
  • Consumer financing and regulation
  • Portfolio choice
  • Household finances
  • Financial therapy
  • Literacy and well-being
  • Human science
  • Financial Planning Research Implications

Colloquium Sponsors
The symposium is made possible thanks to the support of main sponsor Merrill; the sponsor of the Vanguard leadership; and sponsor partners Ballentine Partners, Edward Jones, Morgan Stanley, Goldman Sachs and Prudential. The CFP Board of Directors wishes to express its gratitude to the founding sponsors of the center: Envestnet, Merrill, Northwestern Mutual and 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 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 the CFP® certification and access to a diverse, ethical and skilled financial planning workforce. Widely recognized by the public, advisors and firms as the gold 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 funding to plan a body of knowledge.

SOURCE Certified Financial Planner Board of Standards, Inc.