Skip to main content
Knowledge Center

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.

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 86,000 CERTIFIED FINANCIAL PLANNER™ professionals throughout the United States.

Financial Planning Review Metrics

image of hand with 3 stars

Acceptance rate: under 10%

bar and line with circles chart

Downloads in first 6 months

briefcase with arrow pointing up

Each edition is distributed to over 86,000 CFP® professionals, in addition to being distributed on Wiley

Editions & Recent Additions

Read the Latest Installment 

Volume 2, Issues 3-4 is now available via the Wiley Online Library and contains the following papers:

Financial Planning Review readership report
Charles Chaffin, CFP Board Center for Financial Planning

Human interaction with automated aids; implications for robo-advisors
Megan L. Bartlett, Flinders University, Adelaide, Australia
Jason S. McCarley, Oregon State University, Corvallis

Bequest expectations among the U.S. older adults: The roles of generational differences and personality traits
Lu Fan, University of Missouri
Swarn Chatterjee, University of Georgia

Two-factor risk preference for investment market and credit card risk
Sarah D. Asebedo, CFP® Texas Tech University
Patrick Payne, Western Carolina University

Estate planning among older Americans: The moderating role of race and ethnicity
Shinae L. Choi, The University of Alabama
Ian M. McDonough, The University of Alabama
Minjung Kim, The Ohio State University
Giyeon Kim, Chung‐Ang University, South Korea

Examining the gender pay gap among financial planning professionals: A blinder-Oaxaca decomposition
Derek T. Tharp, University of Southern Maine
Meghaan Lurtz, Kansas State University
Katherine Mielitz, Oklahoma State University
Michael Kitces
David Allen Ammerman, West Texas A&M University


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. Vickie Bajtelsmit, Colorado State University
  • Dr. David Blanchett, Morningstar
  • Dr. Keith Campbell, University of Georgia
  • Dr. Inga Chira, CFP®, California State University- Northridge
  • Dr. Vickie Hampton, CFP®, Texas Tech University
  • 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. Rui Yao, CFP®, University of Missouri
  • Dr. Tansel Yilmazer, CFP®, Ohio State University