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Volume 2, Issue 1 of Financial Planning Review Also Now Available

The CFP Board Center for Financial Planning today announced David Musto, Ph.D., of the Wharton School of the University of Pennsylvania, as guest editor of an upcoming FinTech Special Issue of its double-blind, peer-reviewed academic journal, Financial Planning Review.

“The academic study of financial technology is quickly becoming a critical area of focus moving in parallel to what we see in practice,” said Musto, Wharton’s Ronald O. Perelman Professor of Finance and Director of the Stevens Center for Innovation in Finance. “I hope this issue will bring important rigorous analysis to this burgeoning field.” 

This special issue will present the latest research in financial technology and innovation that encompasses the eight major content areas of Financial Planning Review, and directly or indirectly relates to financial planning practice. Now through December 31, 2019, the Center will accept submissions of research papers in areas related, but not limited, to: 

  • robo-advising, insurtech, and other digital financial advisory/wealth management services;
  • technology related innovations in value storage, transfer and payments;
  • technology-driven lending and investment, such as crowdfunding and market-place lending; and
  • the facilitation of financial inclusion through the use of technology. 

Paper submissions are subject to a double-blind peer-review by respected researchers from a variety of academic disciplines and research methodologies. Learn more here

In addition, the third installment of Financial Planning Review was recently published. Volume 2, Issue 1 of Financial Planning Review is now available electronically. Paper topics include consumer shifts from high-interest to low-interest debt, the survival of active equity management, the financial behaviors of boomerang children, and the impact of shared financial decision making on overconfidence for married couples. 

Published by John Wiley & Sons quarterly, the Review features 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 span the broad spectrum of research methodologies and data analyses. 

The journal is available electronically from the Wiley Online Library. Each edition of the Review is distributed electronically to over 84,000 CERTIFIED FINANCIAL PLANNER™ professionals throughout 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