Competent and ethical financial planning advice is critical to advancing the profession. FPA is helping members develop their research to contribute to a high level of competency in the financial planning profession.

At FPA, we value our members of the academic community. After a two-year interruption, the Journal of Financial Planning is once again accepting extended abstracts (1,000 to 1,500 words) of unpublished research to consider for presentation at the FPA Annual Conference in Seattle, December 12-14, 2022.

The research presentations will be co-sponsored with the Academy of Financial Services (AFS).

In the past, these sessions have been well received and well attended, and are helpful for planners and academics to:

  • Learn what topics are at the forefront of financial planning research.
  • Ask researchers questions.
  • Provide valuable input that researchers can utilize in developing full research papers.

Submission Guidelines


We ask that you include an overview of your study purpose, methods, and how your study can be implemented by financial planners (i.e., why it is relevant to financial planners). References need to be clearly listed at the end of the extended abstract. Follow Chicago Manual of Style. Use Arial 11-point font, single-spaced, one space between paragraphs, left flushed, and no paragraph indentations. Also show line numbers within the document.

Sections should include: Introduction, Methods, Implications for Financial Planners, Conclusion, and References. Abstracts more than 1,500 words will be sent back to be revised to be under the word count.

The extended abstract should best communicate the essential information you want to convey in your presentation.

Email your extended abstract by Monday, June 6, 2022, as a Microsoft Word document.

  • Submissions are free; topics on all aspects of financial planning are welcome.
  • Submission deadline is June 6, 2022.
  • All submissions will receive acknowledgement of receipt.
  • Submissions will be sent through a blind peer-review process.
  • Those selected to present their research will receive complimentary full-conference registration.
  • Cash prizes will be awarded onsite for the best theoretical and best applied research (the prizes are $500 each).
  • Please submit no more than a 1,500-word abstract.
  • Research must not have been published yet.
  • Researchers can submit the same research for consideration to both Academy for Financial Services’ Call for Papers and the JFP Call for Papers.
  • Researchers can submit more than one piece of unpublished research to the Call for Papers contest.

Many of the abstracts presented at FPA’s Annual Conference have subsequently been published in the Journal of Financial Planning.