2019 Academic Research Colloquium

Event Details

2019 Academic Research Colloquium

  • Dates: February 19 - 21, 2019
The CFP Board Center for Financial Planning is pleased to invite you to join us in Arlington, Virginia on February 19-21, 2019, for the 2019 Academic Research Colloquium for Financial Planning and Related Disciplines.

This international meeting of researchers, practitioners, and graduate students, held in cooperation with Financial Planning Standards Council and Financial Planning Standards Board will showcase rigorous, relevant research within financial planning, as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice.

The agenda for the 2019 Colloquium includes:

  • Paper presentations and five best paper awards with a $2,500 cash prize for the author(s) of the winning paper
  • Poster sessions
  • Keynote presentations from renowned researchers
  • Sessions for doctoral students in financial planning and related research areas
  • Sessions for CFP® practitioners to engage with researchers. 
For more information, visit the event webpage.

Facebook Live at the 2019 Academic Research Colloquium

Through Facebook Live, select presentations from the Colloquium 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.

  • 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

Immediately following the Colloquium, the annual CFP Board Registered Programs Conference will take place February 21-22, 2019, in the very same hotel.