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Registration Now Open for the 2018 Academic Research Colloquium for Financial Planning and Related Disciplines

Abstract and paper submission deadline is September 22, 2017

TORONTO, ON – September 13, 2017 – Early bird registration is now open for the 2018 Academic Research Colloquium for Financial Planning and Related Disciplines, taking place in Arlington, Virginia from February 20-22, 2018. This international meeting will be hosted by the CFP Board Center for Financial Planning, in cooperation with Financial Planning Standards Council (FPSC) and Financial Planning Standards Board, which represents professional standards for more than 170,000 financial planners worldwide. Registration is available here.

The deadline to submit expressions of interest for research presentations is September 22, 2017. Papers will be required for submission by January 15, 2018. More information about the call for papers and posters is available here. The Colloquium will also feature a series of Best Paper Awards, with a $2,500 cash prize for the author(s) of each winning paper.

Building on the success of the inaugural 2017 Colloquium, this international gathering of researchers, practitioners, graduate students and leaders of financial planning practice will showcase rigorous, relevant research within financial planning as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice, such as communication and counselling, behavioural finance, marriage and family therapy, psychology, consumer finance and sociology.

The Colloquium will feature paper presentations, invited speakers and a special focus on poster/concurrent sessions for doctoral students within financial planning programs as well as related research areas. This one-of-a-kind event is a unique global meeting place for cross-disciplinary collaboration and the sharing of peer-reviewed research.

"FPSC is pleased to work with the CFP Board Center for Financial Planning and Financial Planning Standards Board as we engage academics and researchers to develop research that will broaden the worldwide body of financial planning knowledge, in the public interest,” says FPSC President and CEO Cary List.

"As financial planning client situations become increasingly complex, the need for quantifiable, proven information continues to grow,” he says. “A collaborative international body of research will continue to elevate the financial planning profession and provide clarity on the numerous disciplines related to financial planning, benefitting financial planners, educators, students, and ultimately consumers.”

Keynote speakers announced to date include:

  • Dr. John Lynch, Director, Center for Research on Consumer Financial Decision Making, Senior Associate Dean for Faculty and Research, Leeds School of Business, University of Colorado Boulder, who studies the psychology of consumer financial decision making
  • Dr. Jennifer C. Greene, Professor of Educational Psychology, University of Illinois at Urbana-Champaign, whose work focuses on the intersection of social science methodology and social policy
  • Dr. Abigail Sussman, Assistant Professor of Marketing, The University of Chicago Booth School of Business, whose central research examines psychological biases that can lead consumers to commit errors in budgeting, spending, and borrowing, and how the same biases extend beyond financial domains to choices in other areas
  • Dr. Tom Warschauer, CFP®, Professor of Finance, Emeritus, San Diego State University Fowler College of Business Administration, who will talk about the development of the profession of financial planning and the broader advisory industry

The 2017 Colloquium showcased more than 80 research papers and posters presented by researchers from a wide range of educational institutions, including Harvard Medical School, Yale University and The Wharton School. Canada was also well represented, with presentations of research that was completed by Dr. Jodi Letkiewicz of Toronto’s York University. Dr. Letkiewicz was the head researcher on the Financial Stress and Self-Efficacy study funded by the Financial Planning Foundation.

About Financial Planning Standards Council

As a professional standards-setting and certification body working in the public interest, FPSC’s purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies―Certified Financial Planner® professionals and FPSC Level 1® Certificants in Financial Planning―meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics. With FPSC’s formal partnership with the Institut québécois de planification financière (IQPF), which is the only organization authorized to certify financial planners in Québec, there are more than 23,500 financial planners in Canada who have met, and continue to meet, FPSC’s standards. More information is available at and

About the Financial Planning Foundation

The Financial Planning Foundation (FP Foundation) is committed to developing and promoting financial planning research and education for the benefit of financial and allied professionals, education providers and the Canadian public. The FP Foundation aims to address the scarcity of independent, unbiased research into many of the strategies that financial professionals employ to help their clients make better financial decisions. More information is at

 For more information, please contact:

Caroline Horcher

Manager, Public Affairs
Financial Planning Standards Council
416-593-8587, ext. 232 or 1-800-305-9886