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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.

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 over 90,000 CERTIFIED FINANCIAL PLANNER™ professionals throughout the United States.

Financial Planning Review Metrics

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Acceptance rate: under 10%

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Each edition is distributed to over 90,000 CFP® professionals, in addition to being distributed on Wiley

Editions & Recent Additions

Read the Latest Installment 

Volume 4, Issue 2 is now available via the Wiley Online Library and contains the following papers:

From the editorial leadership
Charles R. Chaffin, Vicki L. Bogan, Christopher C. Geczy, John Grable

The unsophisticated “sophisticated”: Old age and the accredited investors definition
Michael Finke, Tao Guo, Sandra Huston

A deeper dive: A mixed methods approach to risk tolerance
Meghaan R. Lurtz, Kristy Archuleta, Michael Kothakota, Timi Joy Jorgensen

Occupational boundaries: Gender capital and career progression in the financial planning industry
Monica O'Dwyer, Daniel W. Richards

A methodological overview to defining and measuring “digital” financial literacy
Angela C. Lyons, Josephine Kass-Hanna


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 if you have any questions.
Editors & Editorial Board
  • Dr. Kristy Archuleta, University of Georgia
  • Dr. David Blanchett, Morningstar
  • Dr. Keith Campbell, University of Georgia
  • Dr. Inga Chira, CFP®, California State University- Northridge
  • Dr. Vickie Hampton, CFP®, Texas Tech University
  • Dr. Stuart Heckman, CFP®, Kansas State University
  • Dr. Hal Hershfield, University of California, Los Angeles
  • Dr. Rawley Heimer, Boston College
  • Dr. Russell James, CFP®, Texas Tech University
  • Dr. Fran Lawrence, University of Missouri
  • Dr. Angela Lyons, University of Illinois
  • Dr. Jason McCarley, Oregon State University
  • Dr. John Nofsinger, University of Alaska-Anchorage
  • Dr. Lance Palmer, CFP®, University of Georgia
  • Dr. Vanessa Perry, George Washington University
  • Dr. Wade Pfau, The American College
  • Dr. Cliff Robb, University of Wisconsin
  • Dr. Abigail Sussman, University of Chicago
  • Dr. Tom Warschauer, CFP®, San Diego State University