Facebook Live at the 2019 Academic Research Colloquium

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Facebook Live at the 2019 Academic Research Colloquium

Feb 19, 2019

This week, the CFP Board Center for Financial Planning’s third annual Academic Research Colloquium for Financial Planning and Related Disciplines takes place in Arlington, Virginia. This international meeting of researchers, practitioners, graduate students and leaders of financial planning practice showcases rigorous and relevant research within financial planning, as well as disciplines related to financial planning.

Through Facebook Live, select presentations from the meeting will be live-streamed from CFP Board’s Facebook page. Visit our Facebook page at the event times listed below to view the live-streamed presentations, or to watch the recorded presentations after the events.

  • Tuesday, February 19, 2:30 pm (Eastern):
    Financially Sound Households Use Financial Planners, not Transactional Advisors
    David Blanchett, CFP®, Morningstar Investment Management, LLC
  • Wednesday, February 20, 10:30 am (Eastern):
    Chasing Returns in Retirement Accounts: Do Learning, Literacy, and Experience Matter?
    Jonathan Huntley, Valentina Michelangeli and Felix Reichling, Wharton School, University of Pennsylvania
  • Thursday, February 21, 8:00 am (Eastern):
    Keynote Session: Managing Debt and Managing Each Other: The Interpersonal Dynamics of Joint Financial Decisions
    Scott Rick, Ross School of Business, University of Michigan


Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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