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News Release

CFP Board Center for Financial Planning, TD Ameritrade Institutional Announce First Academic Research Award for Behavioral Finance

June 08, 2016

The CFP Board Center for Financial Planning, in collaboration with TD Ameritrade Institutional, today announced the first in a series of Best Papers Awards that will be presented at the Center’s inaugural Academic Research Colloquium for Financial Planning and Related Disciplines in Washington, D.C. on February 7-9, 2017.

The TD Ameritrade Institutional Best Paper Award for Behavioral Finance will seek to recognize research papers that bring psychological insight into human behavior and decision-making with implications for financial planning practice.

The first-ever Colloquium will gather the global academic community to showcase rigorous and relevant research within financial planning and related disciplines that directly or indirectly relates to financial planning practice and the body of knowledge.

“Financial planning isn’t just about managing investments and crunching numbers. Advisers need to truly understand how their clients think about money and their emotional response to financial market trends,” said Kate Healy, Managing Director of Marketing at TD Ameritrade Institutional. “We’re excited to sponsor the Center’s Best Paper Award in behavioral finance because the more we know about how people think about their finances, the better RIAs will be able to serve investors.”

As the Lead Founding Sponsor of the Center for Financial Planning, TD Ameritrade Institutional is supporting the Colloquium and sponsoring the Best Paper Award in the discipline of behavioral finance. The Best Paper Award carries with it a $2,500 cash prize that will be awarded at the Colloquium to the author of the winning paper. Additional Best Paper Awards – and their sponsors – will be announced at later dates leading up to the Colloquium.

“One of the major goals of the Center is to create an Academic Home that offers opportunities for showcasing new research in financial planning,” said Marilyn Mohrman-Gillis, Executive Director of the Center for Financial Planning. “These Best Paper Awards – and the work that will be done – will go a long way in helping to achieve that goal by producing high-quality, substantive academic research that will benefit the financial planning community and add to the profession’s body of knowledge.”

Additional Details

The Best Paper Award winner will be selected from among the complete papers submitted for presentation at the Colloquium. A selection committee will review all submissions, with each submission reviewed anonymously by at least two peer reviewers.

The winning paper’s author (or at least one of the authors if there is more than one) must be registered for the Colloquium to receive the award. The recipient of this award will be announced during the Academic Research Colloquium. The Colloquium will be held February 7-9, 2017 in Arlington, Virginia. Please see the full registration information.

Paper Submission Deadline: August 31, 2016 September 15, 2016

A reminder regarding the submission

  • Email your paper or abstract to
  • Include a cover page for the abstract or paper with the following details:
    • Names, addresses, and institutional affiliations of all authors, with one author listed as the primary contact person
    • Whether the submission should be considered for a paper presentation or a panel discussion
  • Important details:
    • The names and affiliations of the author(s) should not appear on the paper itself
    • Authors will be notified of acceptance or rejection of the paper by September 30, 2016 October 15, 2016
    • One author from each accepted paper must be registered for the Colloquium prior to October 31, 2016
    • Papers already accepted for publication in a refereed journal will not be considered
    • Submitted abstracts are expected to result in completed papers before presentation at the colloquium
    • Authors of accepted papers will also be asked to serve as discussants for other papers

Please Note: Authors who plan to present at the Colloquium only need to submit an abstract by the submission deadline of August 31, 2016 September 15, 2016; however, to be eligible for the TD Ameritrade Institutional Best Paper Award, the author(s) must submit a complete paper by the submission deadline.   Access the Call for Papers and Posters for additional information.



Millions of investors and independent registered investment advisors have turned to TD Ameritrade’s (Nasdaq: AMTD) technology, people and education to help make investing and trading easier to understand and do. TD Ameritrade has time and again been recognized as a leader in investment services. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how, bringing Wall Street to Main Street for more than 40 years. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC.

About TD Ameritrade Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation. Brokerage services provided by TD Ameritrade, Inc., member FINRA / SIPC.


About the CFP Board center for financial planning

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge


Jessica Lewis
Communications Specialist
Mobile: 301-655-0389