Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, today announced a call for papers from the global academic community for the first annual Academic Research Colloquium for Financial Planning and Related Disciplines.
The February 2017 Colloquium, to be hosted by the CFP Board Center for Financial Planning in Washington, DC, in cooperation with Financial Planning Standards Council (Canada) and FPSB, will gather the global academic community to showcase research within financial planning, as well as related disciplines, that directly or indirectly relate to the global financial planning body of knowledge as well as financial planning practice. The Colloquium will feature paper presentations; invited speakers; interviews for open financial planning faculty positions; and a special focus on poster/concurrent sessions for doctoral students within financial planning programs as well as related research areas.
“As the standards-setting body for the global financial planning profession, Financial Planning Standards Board is committed to engaging the international academic community to help us deepen and broaden the Global Body of Knowledge for Financial Planning,” said Wessel Oosthuizen, CFP, chairperson of FPSB’s Professional Standards Committee. “We are pleased to partner with CFP Board and FPSC (Canada) on a global call for papers, and through this process and the Colloquium, to engage with academics and researchers around the world devoted to research areas that affect financial planning practice or financial planner education.”
FPSB welcomes papers on the following topics that relate, or indirectly relate, to financial planning practice/financial planning body of knowledge:
| Retirement Planning | Marriage and family therapy |
| Financial Management | Psychology and relationship-building |
| Taxation | Consumer Finance |
| Insurance Planning/Risk Management | Sociology |
| Investment Planning/Asset Management | Financial Planner Education/Pedagogy |
| Estate planning/Wealth Transfer | Financial Therapy |
| Communication and Counseling | Other topics related to financial planning |
| Behavioral finance |
The deadline for Expressions of Interest is 30 April, 2016.
Through this Call for Papers and the Colloquium, FPSB seeks 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, behavioral finance, sociology, marriage and family therapy, accounting, communication/counseling, 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.
