CFP Board Center for Financial Planning, TD Ameritrade Institutional Announce First Academic Research Award for Behavioral Finance

The CFP Board Center for Financial Planning, in collaboration with TD Ameritrade Institutional, today announced the first in a series of Best Papers Awards that will be presented at the Center’s inaugural Academic Research Colloquium for Financial Planning and Related Disciplines in Washington, D.C. on February 7-9, 2017.

The TD Ameritrade Institutional Best Paper Award for Behavioral Finance will seek to recognize research papers that bring psychological insight into human behavior and decision-making with implications for financial planning practice.

The first-ever Colloquium will gather the global academic community to showcase rigorous and relevant research within financial planning and related disciplines that directly or indirectly relates to financial planning practice and the body of knowledge.

“Financial planning isn’t just about managing investments and crunching numbers. Advisers need to truly understand how their clients think about money and their emotional response to financial market trends,” said Kate Healy, Managing Director of Marketing at TD Ameritrade Institutional. “We’re excited to sponsor the Center’s Best Paper Award in behavioral finance because the more we know about how people think about their finances, the better RIAs will be able to serve investors.”

As the Lead Founding Sponsor of the Center for Financial Planning, TD Ameritrade Institutional is supporting the Colloquium and sponsoring the Best Paper Award in the discipline of behavioral finance. The Best Paper Award carries with it a $2,500 cash prize that will be awarded at the Colloquium to the author of the winning paper. Additional Best Paper Awards – and their sponsors – will be announced at later dates leading up to the Colloquium.

“One of the major goals of the Center is to create an Academic Home that offers opportunities for showcasing new research in financial planning,” said Marilyn Mohrman-Gillis, Executive Director of the Center for Financial Planning. “These Best Paper Awards – and the work that will be done – will go a long way in helping to achieve that goal by producing high-quality, substantive academic research that will benefit the financial planning community and add to the profession’s body of knowledge.”

ABOUT TD AMERITRADE HOLDING CORPORATION

Millions of investors and independent registered investment advisors have turned to TD Ameritrade’s (Nasdaq: AMTD) technology, people and education to help make investing and trading easier to understand and do. TD Ameritrade has time and again been recognized as a leader in investment services. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how, bringing Wall Street to Main Street for more than 40 years. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC.

About TD Ameritrade Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation. Brokerage services provided by TD Ameritrade, Inc., member FINRA / SIPC.