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Financial Planning Review

Financial Planning Review, housed in the CFP Board Center for Financial Planning and published by Wiley, is a double-blind, peer-reviewed academic journal that features research within financial planning, as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice. Research from the journal is also included in the Financial Planning Research Network on SSRN, a collection of cutting-edge research in all areas of financial planning.

Boost Your Financial Planning Knowledge

In addition to Financial Planning, topics covered include, but are not limited to:

  • Portfolio Choice
  • Behavioral Finance
  • Household Finance
  • Psychology and human decision-making
  • Financial therapy literacy and wellness
  • Consumer financial decision-making
  • Consumer protection, policy, and regulation
  • Human sciences

Accepted papers span the broad spectrum of research methodologies and data analyses.

Financial Planning Review is available electronically from the Wiley Online Library and the CFP Board Center for Financial Planning. Each edition of the Review is also distributed to nearly 100,000 CERTIFIED FINANCIAL PLANNER™ professionals throughout the United States.

Financial Planning Review Metrics

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40%

Acceptance rate: under 40%

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128K

Downloads

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~100K

Each edition is distributed to nearly 100,000 CFP® professionals, in addition to being distributed on Wiley

Editions & Recent Additions

Read the Latest Installment 
 

 

   

Volume 6, Issue 4 is now available via the Wiley Online Library and contains the following papers:

From the Executive Editor
Stephen M. Horan

A test of the spender-saver perception scale
Michelle Kruger, John E. Grable

Personality, financial risk-taking attitude, and older individuals' stock investment decisions
Yi Liu, Sarah Del Asebedo, Blain Pearson

Affect and financial satisfaction: The mediating role of financial self-efficacy
Olamide Olajide, Sarah Asebedo, Todd Little

Optimal decisions under price dynamics for Roth conversions
James A. DiLellio, Philip M. Goldfeder, Edward F. McQuarrie

PREVIOUS INSTALLMENTS

Volume 6, Issue 3 (September 2023)

Volume 6, Issue 2 (June 2023)

Volume 6, Issue 1 (March 2023)

Volume 5, Issue 4 (December 2022)

Volume 5, Issue 2-3 (June-September 2022)

Volume 5, Issue 1 (March 2022)

Volume 4, Issue 4 (December 2021)

Volume 4, Issue 3 (September 2021)

Volume 4, Issue 2 (June 2021)

Volume 4, Issue 1 (March 2021)

Volume 3, Issue 4 (December 2020)

Volume 3, Issue 3 (September 2020)

Volume 3, Issue 2 (June 2020)

Volume 3, Issue 1 (March 2020)

Volume 2, Issue 3-4 (September-December 2019)

Volume 2, Issue 2 (June 2019)

Volume 2, Issue 1 (March 2019)

Volume 1, Issue 3-4 (September-December 2018)

Volume 1, Issue 1-2 (March-June 2018)

Submission Process

Original manuscripts can be submitted using the Financial Planning Review submission system. Submitted papers must be in accordance with the requirements of Financial Planning Review.

Please email [email protected] if you have any questions.

 

Submitted papers must be in accordance with the requirements of Financial Planning Review and are reviewed by an editorial board led by Executive Editor Stephen M. Horan, Ph.D.

Advisor searching network of research papers.

Included in the Financial Planning Research Network

Papers from our Financial Planning Review journal are included in the Financial Planning Research Network on SSRN (FinPlanRN), a collection of cutting-edge research from various authors and publications in all areas of financial planning.

CFP Board's Center for Financial Planning sponsors the Financial Planning Research Network. Topics include client psychology; household finance; portfolio choice; financial therapy, literacy and wellness; consumer protection, policy and regulation; consumer financial decision-making; and more. The Network contains more than 7,000 papers involving nearly 10,000 authors.