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Initiatives

Knowledge for Practice

The Center for Financial Planning is elevating the academic discipline of financial planning and providing practitioners with cutting-edge knowledge and insights to provide outstanding service to clients.

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FINANCIAL PLANNING REVIEW

Financial Planning Review is the profession’s first double-blind, peer-reviewed academic journal that features high-quality scholarly research on topics that relate to the financial planning practice, including financial planning, portfolio choice, behavioral finance, household finance, psychology and human decision-making, consumer finance and regulation, human sciences, and financial therapy, literacy and wellness.

FINANCIAL PLANNING KNOWLEDGE CENTER

The Financial Planing Knowledge Center is designed to share the latest in financial planning research, best practices, and other emerging trends, and features. It brings together educators, practitioners, industry leaders, researchers and scholars from across the financial planning industry.

The Knowledge Center will launch in fall 2021.

February 20-22, 2020

Academic Research Colloquium

The Academic Research Colloquium is an international meeting of researchers, practitioners, graduate students and leaders of financial planning practice. It provides a forum to gather, share and 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.

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august 17-19, 2020

Financial Planning Teaching Seminar

The Financial Planning Teaching Seminar trains individuals who are interested in becoming full-time or part-time faculty at a CFP Board Registered Program.  The Seminar is offered by the Center in partnership with the Columbia University School of Professional Studies.

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UNDERSTANDING DECISION MAKING

CLIENT PSYCHOLOGY PROGRAM

Launched by the CFP Board Center for Financial Planning and the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania, Client Psychology is a new course that aims to help financial advisors develop a more effective client-centered practice by drawing heavily in advances in psychology, behavioral finance, evidence-based decision making, and the human sciences to better understand the biases, behaviors, and perceptions that impact client decision making and financial well-being.

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Book Series

The Center's Book Series adds to the profession’s body of knowledge by exploring both new and traditional subjects within and beyond financial planning. Published by Wiley, the series currently consists of Communication Essentials for Financial Planners: Strategies and Techniques (2017) and Client Psychology (2018).

CFP BOARD CENTER FOR FINANCIAL PLANNING

The Center for Financial Planning is a distinct initiative of CFP Board focused on creating a more diverse and sustainable financial planning profession.

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