Texas Tech University

Financial Planning Research Highlights from the 2018 CFP Board Academic Research Colloquium


March 14, 2018

KITCES - From February 20th through February 22nd, the CFP Board’s Center for Financial Planning hosted their second annual Academic Research Colloquium (ARC) for Financial Planning and Related Disciplines in Washington D.C. The event brought together 225 attendees, of which close to 200 were researchers and academic faculty, to share and discuss research relevant to the financial planning profession, as a part of the CFP Board Center’s longer-term goal of establishing itself as the “academic home” for the financial planning profession (and the research that supports it).

The 2018 CFP Academic Research Colloquium again had a strong showing from some core financial planning academic programs, with scholars from Texas Tech, Missouri, and Georgia serving as lead authors for nearly 25% of all research presentations and poster sessions. Notably, this representation is more diverse than last year, as last year the top four programs accounted for nearly 50% of research presented. Additionally, the colloquium was successful in drawing in scholars from outside of the core financial planning programs, featuring lead authors from a total of 35 different academic institutions, including Harvard, Duke, Georgetown, and Notre Dame.

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