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.
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
40%
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 2-3is 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
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.
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
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.
