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7th Annual Academic Research Colloquium

Join us December 7-8, 2023 as the CFP Board Center for Financial Planning hosts the seventh annual Academic Research Colloquium for Financial Planning and Related Disciplines in Washington, D.C.

December 7, 2023 - 8:00 AM - December 8, 2023 - 7:00 PM

The Colloquium will feature:

  • Paper presentations and research paper poster exhibits.
  • ARC Awards Ceremony recognizing the best papers and posters that relate directly or indirectly to financial planning practice/financial planning body of knowledge.
  • CFP® practitioner sessions to discuss how to put academic research into practice.
  • Networking Luncheons to connect and engage CFP® professionals and researchers in the financial planning profession.

  • Who should attend?

    Leaders from financial planning academia and practice including:

    • Graduate & post graduate level scholars & researchers from financial planning and related disciplines.
    • Financial planning faculty from colleges & universities with a CFP Board Registered Program.
    • CFP® professionals seeking knowledge for practitioner implications and to obtain Continuing Education credits.
    • Leaders of financial services firms with an interest in utilizing research to advance firm operations and client services.




Shlomo Benartzi

Professor Emeritus


Mike Kothakota, Ph.D., CFP®

Head of Research

CFP Board