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.
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.
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.
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.
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.
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).
Communication Essentials for Financial Planners: Strategies and Techniques tackles the counseling side of practice to help financial planners build more productive client relationships.
The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors and perceptions that impact client decision-making and overall financial well-being.
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.