Press Release  Wednesday, Mar 16, 2016

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

DENVER, CO – 16 MARCH 2016 – 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
  • Financial Management
  • Taxation
  • Insurance Planning/Risk Management
  • Investment Planning/Asset Management
  • Estate planning/Wealth Transfer
  • Communication and Counseling
  • Behavioral finance
  • Marriage and family therapy
  • Psychology and relationship-building
  • Consumer Finance
  • Sociology
  • Financial Planner Education/Pedagogy
  • Financial Therapy
  • Other topics related to financial planning


The deadline for Expressions of Interest is 30 April, 2016. For more details on the paper submission process, click this link.

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.

About FPSB

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