Skip to main content
Knowledge

Financial Planning Review

Financial Planning Review, housed in the CFP Board Center for Financial Planning and published by Wiley, is a diamond open-access, 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. A multidisciplinary forum, The Review advances financial planning as an academic discipline and a profession by bringing together different strands of the literature.

Boost Your Financial Planning Knowledge

In addition to traditional Financial Planning topics, such as investment, retirement, tax, and estate planning, other topics 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 Reviewis 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 100,000 CERTIFIED FINANCIAL PLANNER® professionals throughout the United States but is also now available for free to anyone.

Financial Planning Review Metrics

image of hand with 3 stars
28%

Acceptance Rate

bar and line with circles chart
250K

Downloads

briefcase with arrow pointing up
Free

Diamond Open Access

Featured Research

The Value of Holistic Financial Advice
Shlomo Benartzi

Introducing the Financial Planning Longitudinal Study (FPLS)
Stuart Heckman, Emily Koochel, Sonya Lutter, J. Michael Collins

Financial Planning: A Research Agenda for the Next Decade
Vicki L. Bogan, Christopher C. Geczy, John E. Grable

Submissions

Original manuscripts can be submitted using the Financial Planning Review journal platform and are reviewed by an editorial board led by Executive Editor Stephen M. Horan, Ph.D.

Learn More