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First Edition of Peer-Reviewed Journal Published in Mid-2018

Financial planning as a recognized profession is taking a major step forward with Financial Planning Review, a double-blind, peer-reviewed academic journal from the CFP Board Center for Financial Planning.

Financial Planning Review will have a significant impact in advancing the profession of financial planning,” said Marilyn Mohrman-Gillis, executive director, CFP Board Center for Financial Planning. “High quality research, which will be the hallmark of the Review, will strengthen the financial planning body of knowledge and serve as a much needed resource for financial planning researchers, educators, CFP® professionals and firms. Ultimately, it will be consumers who will benefit as they receive even better financial planning services as a result of this research.”

Published by John Wiley & Sons quarterly beginning in mid-2018, the Review will feature high quality scholarly research, including rigorous empirical and methodological analyses directly and indirectly related to financial planning practice. These topics include, but are not limited to, financial planning; portfolio choice; behavioral finance; household finance; psychology and human decision-making; financial therapy, literacy and wellness; consumer finance and regulation; and human sciences. Accepted papers will span the broad spectrum of research methodologies and data analyses.

The journal will be available electronically from the Wiley Online Library and the CFP Board Center for Financial Planning Body of Knowledge website, which will launch in 2018. The Center for Financial Planning Body of Knowledge website will contain additional papers, videos, and interactive capabilities that will bring additional relevance to financial planning practitioners and firms. Each edition of the Review will also be distributed electronically to nearly 80,000 CERTIFIED FINANCIAL PLANNER™ professionals throughout the United States.

Financial Planning Review’s co-editors are:  

Vicki Bogan, Ph.D., Cornell University
Chris Geczy, Ph.D., Wharton School, University of Pennsylvania
John Grable, Ph.D., CFP®, University of Georgia

CFP Board Center for Financial Planning Director of Academic Home, Charles R. Chaffin, Ed.D., will serve as executive editor of the Review. “We have assembled a team of co-editors, an editorial board, and a top publisher in Wiley to bring credibility to Financial Planning Review from scholars worldwide,” said Chaffin. “We are building on the success of the Center's first Academic Research Colloquium for Financial Planning and Related Disciplines, which had a low acceptance rate for submitted papers. Our review process will be welcoming to diverse research methods and disciplines, but also rigorous, responsive, and thorough.”

The Call for Papers will be released on October 5, 2017. Submissions will be subject to a double-blind peer-review by respected researchers from a variety of academic disciplines and research methodologies.

Learn more about the co-editors and read quotes from them here.


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