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CFP Board holds annual academic research colloquium for financial planning

On Behalf of | Dec 11, 2023 | CFP Board

A conference to explore a number of important topics in the field of financial planning was held last week, according to Yahoo Finance.

The CFP Board Center for Financial Planning brought together world-class researchers and practitioners for its seventh annual Academic Research Colloquium for financial planning and related disciplines.

The event was held Thursday and Friday at the Renaissance Arlington Capital View Hotel in Arlington, Virginia.  An initiative of the CFP Board Center for Financial Planning, the colloquium is an international meeting of researchers, practitioners, graduate students and leaders of the financial planning practice.  Speakers, presenters and panelists discussed topics regarding behavioral economics and the psychology of financial decision-making.

“Robust academic research is fundamental to the advancement of the financial planning profession,” said CFP Board CEO Kevin R. Keller, CAE. “The Academic Research Colloquium has become a hallmark event in the financial planning community and a platform to explore emerging trends, share insights and collectively shape the future of financial planning.”

The opening session featured a state of the profession and colloquium overview, in which panelists from the Financial Planning Review editorial board discussed the state of the financial planning profession, including key trends, to provide context and highlight issues to keep in mind during the two-day conference.

The keynote speaker was Sonya Lutter, Ph.D., CFP®, LMFT, Texas Tech University, whose presentation was called “Applying a Systemic Approach for Better Outcomes”. It was based on her research into the relationship between the psychology of financial planning and a holistic planning process that includes risk management as well as wealth accumulation and client outcomes.

Other topics addressed during the meeting included psychology and human decision-making, behavioral finance, consumer finance and regulation, portfolio choice, household finance, and implications of research on financial planning.

Those who attended the sessions are eligible for 16 Continuing Education credits.

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