Skip to main content

2022 Academic Research Colloquium

October 24 - 25, 2022

The Center for Financial Planning hosted the sixth annual Academic Research Colloquium for Financial Planning and Related Disciplines on October 24-25, 2022 at the Conrad hotel, Washington, D.C.

The Colloquium featured:

  • 28 research paper presentations and even more research paper poster exhibits
  • ARC Awards Ceremony recognizing the best papers that relate directly or indirectly to financial planning practice/financial planning body of knowledge.
  • CFP® practitioner sessions to learn the implications of research
  • Networking Luncheons to connect and engage CFP®s and researchers in the financial planning profession.

The Colloquium is organized by the CFP Board Center for Financial Planning.


Justin Fitzpatrick, Ph.D, CFA, CFP®

Income Lab

Miranda Reiter, Ph. D., CFP®

Texas Tech University

Chia-Li Chien

Associate Provost of Graduate Programs

The American College of Financial Services

Cäzilia Loibl

Professor, Department of Human Sciences

The Ohio State University

Sara Stolberg Berkowicz

Chair of the Advisor Development Department

The College for Financial Planning

Jimmy Cheng

Director of Financial Planning Research

Morningstar, Inc.

Harry Turtle

Professor of Finance

Colorado State University

David Blanchett

Managing Director and Head of Research