Sponsored by CFP Board Center for Financial Planning
Financial Planning is a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances.
The Financial Planning Research Network on SSRN (FinPlanRN) includes research in all areas of financial planning, welcoming contributions from a broad range of fields, from retirement planning and portfolio choice to psychology and sociology, all indirectly or directly informing financial planning practice. Topics include client psychology; consumer financial decision-making; household finance; portfolio choice; financial therapy, literacy, and wellness; consumer protection, policy, and regulation; psychology and human decision-making; and the human sciences among other areas. SSRN helps researchers and practitioners discover the most cutting-edge research long before it is published, while showcasing the broad range of fields that relate to financial planning theory and practice such as economics, financial economics, and management.