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Financial Planning Review

Financial Planning Review, housed in the CFP Board Center for Financial Planning and published by Wiley, is a double-blind, peer-reviewed academic journal that features research within financial planning, as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice. Research from the journal is also included in the Financial Planning Research Network on SSRN, a collection of cutting-edge research in all areas of financial planning.

Boost Your Financial Planning Knowledge

In addition to Financial Planning, topics covered include, but are not limited to:

  • Portfolio Choice
  • Behavioral Finance
  • Household Finance
  • Psychology and human decision-making
  • Financial therapy literacy and wellness
  • Consumer financial decision-making
  • Consumer protection, policy, and regulation
  • Human sciences

Accepted papers span the broad spectrum of research methodologies and data analyses.

Financial Planning Review is available electronically from the Wiley Online Library and the CFP Board Center for Financial Planning. Each edition of the Review is also distributed to over 93,000 CERTIFIED FINANCIAL PLANNER™ professionals throughout the United States.

Financial Planning Review Metrics

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Acceptance rate: under 40%

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Each edition is distributed to over 93,000 CFP® professionals, in addition to being distributed on Wiley

Editions & Recent Additions

Read the Latest Installment 

Volume 5, Issues 2-3 is now available via the Wiley Online Library and contains the following papers:

From the Executive Editor
Stephen M. Horan

Americans' financial resilience during the pandemic
Robert L. Clark, Olivia S. Mitchell

Work-life balance and burnout in financial planning profession
Aman Sunder, Jennifer Lehman, Rebecca Henderson

Priorities and challenges: Wealth management and financial planning among affluent Black families
Fenaba R. Addo, Keith Beverly

The relationship between parents' personality traits and leaving unequal bequests to children
Matthew Sommer, HanNa Lim

Banks retail clients' profiles and the gender gap in subjective financial literacy of spouses
Marie-Hélène Broihanne


Volume 5, Issue 1 (March 2022)

Volume 4, Issue 4 (December 2021)

Volume 4, Issue 3 (September 2021)

Volume 4, Issue 2 (June 2021)

Volume 4, Issue 1 (March 2021)

Volume 3, Issue 4 (December 2020)

Volume 3, Issue 3 (September 2020)

Volume 3, Issue 2 (June 2020)

Volume 3, Issue 1 (March 2020)

Volume 2, Issue 3-4 (September-December 2019)

Volume 2, Issue 2 (June 2019)

Volume 2, Issue 1 (March 2019)

Volume 1, Issue 3-4 (September-December 2018)

Volume 1, Issue 1-2 (March-June 2018)

Submission Process

Original manuscripts can be submitted using the Financial Planning Review submission system. Submitted papers must be in accordance with the requirements of Financial Planning Review.

Please email if you have any questions.
Editors & Editorial Board
  • Dr. Kristy Archuleta, University of Georgia
  • Dr. David Blanchett, PGIM DC Solutions
  • Dr. Keith Campbell, University of Georgia
  • Dr. Inga Chira, CFP®, California State University- Northridge
  • Dr. Stuart Heckman, CFP®, Kansas State University
  • Dr. Rawley Heimer, Boston College
  • Dr. Russell James, CFP®, Texas Tech University
  • Dr. Fran Lawrence, University of Missouri
  • Dr. Angela Lyons, University of Illinois
  • Dr. Jason McCarley, Oregon State University
  • Dr. John Nofsinger, University of Alaska-Anchorage
  • Dr. Lance Palmer, CFP®, University of Georgia
  • Dr. Vanessa Perry, George Washington University
  • Dr. Wade Pfau, The American College
  • Dr. Abigail Sussman, University of Chicago
  • Dr. Tom Warschauer, CFP®, San Diego State University
  • Dr. Hal Hershfield, University of California, Los Angeles
Advisor searching network of research papers.

Included in the Financial Planning Research Network

Papers from our Financial Planning Review journal are included in the Financial Planning Research Network on SSRN (FinPlanRN), a collection of cutting-edge research from various authors and publications in all areas of financial planning.

CFP Board's Center for Financial Planning sponsors the Financial Planning Research Network. Topics include client psychology; household finance; portfolio choice; financial therapy, literacy and wellness; consumer protection, policy and regulation; consumer financial decision-making; and more. The Network contains more than 7,000 papers involving nearly 10,000 authors.