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.
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 90,000 CERTIFIED FINANCIAL PLANNER™ professionals throughout the United States.
Financial Planning Review Metrics
10%
Acceptance rate: under 10%
100K
Downloads
90K
Each edition is distributed to over 90,000 CFP® professionals, in addition to being distributed on Wiley
Editions & Recent Additions
Read the Latest Installment
Volume 4, Issue 2is now available via the Wiley Online Library and contains the following papers:
From the editorial leadership
Charles R. Chaffin, Vicki L. Bogan, Christopher C. Geczy, John Grable
The unsophisticated “sophisticated”: Old age and the accredited investors definition
Michael Finke, Tao Guo, Sandra Huston
A deeper dive: A mixed methods approach to risk tolerance
Meghaan R. Lurtz, Kristy Archuleta, Michael Kothakota, Timi Joy Jorgensen
Occupational boundaries: Gender capital and career progression in the financial planning industry
Monica O'Dwyer, Daniel W. Richards
A methodological overview to defining and measuring “digital” financial literacy
Angela C. Lyons, Josephine Kass-Hanna
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.
