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2021 Academic Research Colloquium

The Center for Financial Planning will host the fifth annual Academic Research Colloquium for Financial Planning and Related Disciplines virtually on November 11-12 and 15-16, 2021.

November 11 - 16, 2021

The Academic Research Colloquium is an online international meeting of researchers, practitioners, graduate students and leaders of financial planning practice. It is hosted annually to gather, share and showcase rigorous, relevant research within financial planning and other disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice.

The Colloquium features:

  • Paper presentations and best paper awards
  • Poster sessions
  • Invited speakers
  • Interviews for open financial planning faculty positions
  • Sessions for doctoral students in financial planning and related research areas
  • Sessions for CFP® practitioners to engage with researchers
  • CE-eligible sessions

The Colloquium is organized by the CFP Board Center for Financial Planning in collaboration with FP Canada and the international association, Financial Planning Standards Board. CE credit is offered by the College for Financial Planning.


The registration fee for the 2021 Academic Research Colloquium is $49.

Registration Now Open


Keynote Speakers

John Beshears ARC
John Beshears, Ph.D.

Terrie F. and Bradley M. Bloom Associate Professor of Business Administration in the Negotiation, Organizations & Markets Unit Harvard Business School, Boston, MA

Faculty Research Fellow
National Bureau of Economic Research, Cambridge, MA

Marie-Helene-Broihanne Key Note Speaker
Marie-Hélène Broihanne, PhD

Professor of Finance and researcher

LaRGE Research Center of University of Strasbourg

Wade D Pfau ARC
Wade D. Pfau, Ph.D., CFA, RICP

Program Director of the Retirement Income Certified Professional designation
Professor of Retirement Income The American College of Financial Services, King of Prussia, PA.

Principal and Director McLean Asset Management, Tysons, VA

Suzanne Shu, ARC
Suzanne Shu, Ph.D.

John S. Dyson Professor in Marketing
Charles H. Dyson School of Applied Economics and Management

SC Johnson College of Business and College of Agriculture & Life Sciences Cornell University, Ithaca, NY