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The CFP Board Center for Financial Planning is pleased to announce the BMO Wealth Management Best Paper Award in Consumer Finance that will be presented at the Academic Research Colloquium for Financial Planning and Related Disciplines in Arlington, Va. on February 7 – 9, 2017. This Best Paper Award is the next in a series of awards that will recognize authors from a variety of disciplines and sub-disciplines that relate to financial planning.

The BMO Wealth Management Best Paper Award in Consumer Finance will be awarded to the scholar with the best paper that focuses on the client-planner relationship, including but not limited to financial therapy, sociology, and communications and counseling. It carries a $2,500 cash prize for the author(s) of the winning paper.

The first-ever Colloquium – held at the Renaissance Arlington Capital View Hotel – will gather the global academic community to showcase rigorous and relevant research within financial planning and related disciplines that directly or indirectly relate to financial planning practice and the body of knowledge.

“Expanding the body of knowledge within financial planning is key to advancing and growing the profession as a whole,” said Dr. Charles Chaffin, Director of the Center’s Academic Home. “The CFP Board Center for Financial Planning is grateful for Best Paper sponsors like BMO Wealth Management that are willing to support research that will strengthen financial planning practice.”

The criteria for this award include:

  • Relevance and significance of topic and research question(s) that relate to client-centric financial planning and/or consumer protection
  • Clarity of research question(s)
  • Thoroughness of literature review
  • Appropriateness of methodology for study
  • Contribution to the body of knowledge of financial planning

“A rigorous academic underpinning is key to the profession,” said Jason Miller, National Head of Wealth Planning, BMO Wealth Management. “We value partners like the CFP Board Center for Financial Planning that are helping to shape the industry and commend this year’s award recipients.”

The CFP Board Center for Financial Planning is hosting the Colloquium in collaboration with the Canadian-based Financial Planning Standards Council and the Financial Planning Standards Board Ltd., owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States.

For a complete list of Best Paper Awards that will be awarded at the Academic Research Colloquium, or to register to attend the event, visit


BMO Harris Bank provides a broad range of personal banking products and solutions through nearly 600 branches and approximately 1,300 ATMs in Illinois, Wisconsin, Indiana, Kansas, Missouri, Minnesota, Arizona and Florida. BMO Harris Bank’s commercial banking team provides a combination of sector expertise, local knowledge and mid-market focus throughout the U.S. For more information about BMO Harris Bank, go to the company fact sheet. Banking products and services are subject to bank and credit approval. BMO Harris Bank N.A. Member FDIC. BMO Harris Bank is part of BMO Financial Group, a North American financial organization with approximately 1,500 branches, and CDN $688 billion in assets (as of October 31, 2016).


Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.


Dan Drummond, Director of Communications
Mobile: 202-243-8621

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