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2018 winning papers recognized, presented at 2018 Academic Research Colloquium

The CFP Board Center for Financial Planning today announced a Call for Papers that will be presented at the third annual Academic Research Colloquium for Financial Planning and Related Disciplines to take place in Arlington, Va., February 19-21, 2019.

The deadline for submitting a paper or abstract is September 15, 2018. Information about the colloquium, the submission process, a list of qualifying topics, additional deadlines and other details can be found here.

The Center recognized the recipients of this year’s Best Paper Awards at the 2018 Academic Research Colloquium for Financial Planning and Related Disciplines in Arlington, Va. in February:

  • The TD Ameritrade Best Paper Award in Behavioral Finance – Cary Frydman of University of Southern California and Baolian Wang of Fordham University, for "The Impact of Salience on Investor Behavior: Evidence from a Natural Experiment"
  • The Northwestern Mutual Best Paper Award in Insurance/Risk Management – Vickie L. Bajtelsmit and Tianyang Wang, both of Colorado State University, for "Household Financial Planning Strategies for Managing Longevity Risk"
  • The Merrill Lynch Student Best Paper Award – Pavel Brendler of University of Wisconsin, for “Earnings Inequality and Income Redistribution through Social Security”
  • The CFP Board Center for Financial Planning Best Paper Award in Consumer Finance – John E. Grable, CFP®, Amy Hubble, CFP®, Michelle Kruger, each of the University of Georgia, for "Do as I Say, Not as I Do: An Analysis of Portfolio Development Recommendations Made by Financial Advisors"
  • The CFP Board Center for Financial Planning Best Paper Award in Investments ­­– Mark Fedenia of University of Wisconsin-Madison, Hilla Skiba of Colorado State University, and Tatyana Sokolyk of Brock University for "The Effect of Familiarity with Foreign Markets on Institutional Investors’ Performance"

“We congratulate the winners of each of the five Best Paper Awards from the 2018 Academic Research Colloquium. Each represents strong scholarship that answer relevant questions relative to both theory and practice,” Charles Chaffin, Ed.D., Director of Academic Initiatives, CFP Board Center for Financial Planning. “We have just released the Call for Papers for the 2019 colloquium and are developing some new and innovative strategies for enhanced engagement of academe and practice.” 

The 2019 Academic Research Colloquium, establishing itself as a premiere academic research conference, will have some new and expanded outlets for practitioners to engage with researchers regarding pertinent questions affecting financial planning. More information about these sessions will be released soon.

The Best Paper series of awards recognizes authors from a variety of disciplines and sub-disciplines that relate to financial planning. The award carries a $2,500 cash prize for the author(s) of each winning paper. More information about opportunities for the 2019 Best Paper Awards, as well as an Emerging Scholar Best Paper Award, will be provided later in 2018, but before the final paper submission deadline.

The colloquium gathers the global academic community to showcase rigorous and relevant research within financial planning and related disciplines that directly or indirectly relates to the global financial planning practice and the body of knowledge. The CFP Board Center for Financial Planning hosts 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.


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