Academic Community Invited to Submit Financial Planning Research Papers for Presentation at 2017 Global Colloquium

Expressions of interest will be accepted until April 30, 2016

TORONTO, March 22, 2016 /CNW/ - Financial Planning Standards Council, the organization that develops, promotes and enforces professional standards in financial planning through Certified Financial Planner® certification in Canada, today announced a call for papers for the first global Academic Research Colloquium for Financial Planning and Related Disciplines. This international meeting will take place February 7-9, 2017 in Washington, DC. 

The Colloquium will be hosted by the CFP Board Center for Financial Planning in cooperation with FPSC and the Financial Planning Standards Board, which represents professional standards for almost 162,000 financial planners worldwide. It will gather the global academic community, industry leaders and CFP professionals to share research within financial planning and related disciplines. The Colloquium will feature presentations of academic papers; other invited speakers; interview opportunities for open financial planning faculty positions; and poster sessions for doctoral students within financial planning programs as well as related research areas.

"Financial Planning Standards Council is pleased to cooperate with the CFP Board in the U.S. and our international body, Financial Planning Standards Board as we engage academics and researchers from around the world to develop rigorous, peer-reviewed research that will broaden the worldwide body of knowledge for financial planning in the public interest," says FPSC President & CEO Cary List.

Papers will be considered on the following topics: Retirement, taxation, insurance, investments, estate transfer, communication and counselling, behavioural finance, marriage and family therapy, psychology, consumer finance, sociology, financial planner education/pedagogy, financial therapy, and other topics related to financial planning.

List says that the Colloquium's focus on a wide range of subject matter will be of significant value to the financial planning profession. "Financial planning is a holistic process encompassing a broad range of knowledge, skills and abilities. Along with more traditional financial planning topics, we welcome the Colloquium's inclusion of research in complementary disciplines such as psychology, sociology and financial therapy, to enrich the financial planning profession's positive impact on society."

The deadline for Expressions of Interest is 30 April, 2016. For more details on the paper submission process, please review the Call for Papers and Posters at

About the Academic Research Colloquium for Financial Planning and Related Disciplines
The Colloquium, hosted by the CFP Board Center for Financial Planning, in cooperation with Financial Planning Standards Council and Financial Planning Standards Board, will take place February 2017 in Washington, DC. The goals of the call for papers and the Colloquium are to:

  • Provide a platform for the presentation of double-blind, peer-reviewed research papers in financial planning and related disciplines that have direct, or indirect, impact on financial planning practice globally.
  • Engage related disciplines such as psychology, behavioural finance, sociology, marriage and family therapy, accounting, communication/counselling, anthropology, etc., that can enhance the global financial planning body of knowledge.
  • Provide a platform for discussion of completed and ongoing research papers, as well as impact future research topics/methodologies in the theory and practice of financial planning.
  • Provide an induction platform for new researchers to financial planning, particularly graduate students from financial planning and related disciplines, as well as researchers within many of the components of financial planning (investments, taxation, communication, etc.).
  • Impact the future direction of global research in financial planning by showcasing diverse research methodologies, data analysis, dissertations, and longitudinal research.
  • Provide opportunities for educational institutions throughout the FPSB network to conduct faculty interviews for open teaching/research positions within financial planner preparation programs.
  • Encourage CERTIFIED FINANCIAL PLANNER® professionals to become consumers of research in financial planning and participate in/guide the future directions of global financial planning research.

About Financial Planning Standards Council
As a standards-setting and certification body working in the public interest, FPSC's purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies (CERTIFIED FINANCIAL PLANNER® professionals and FPSC Level 1® Certificants in Financial Planning) meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics. More information is available at

About the CFP Board Center for Financial Planning
The Center is a broad profession-wide initiative to bring financial services firms, educators and practitioners together to leverage collective resources and engage in a research-to-solutions approach to build capacity for the financial planning profession. The Center's vision is to build capacity for the financial planning profession by creating a sustainable supply of new and more diverse advisors to replace the retiring workforce, and to build an academic home to create a respected body of knowledge and support highly qualified faculty who will deliver job-ready financial planners from top colleges and universities. More information is at

About Financial Planning Standards Board
FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo mark – which it owns outside the United States. FPSB has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the People's Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2015, there were 161,821 CFP professionals worldwide. For more, visit

CFP®, Certified Financial Planner® and the CFP Flame logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated. © 2016 Financial Planning Standards Council. All rights reserved.

SOURCE Financial Planning Standards Council

For further information: Caroline Horcher, Manager, Public Affairs, Financial Planning Standards Council,, 416-593-8587, ext. 232 or 1-800-305-9886


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