FinPlanRN is sponsored by CFP Board Center for Financial Planning.
The mission of CFP Board is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice.
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.
The following FinPlanRN areas are available in this new network and subscriptions will be free during the start-up phase.
CONSUMER BEHAVIORAL FINANCE
View Papers: http://www.ssrn.com/link/Consumer-Behavioral-Finance.html
Description: This area includes content on all aspects of consumer behavioral finance to foster a better understanding of those elements of human psychology, both cognitive (mental) and affective (emotional) that influence the decision making process. The origins of behavioral finance have a strong theoretical foundation in the fields of experimental and cognitive psychology, sociology, and behavioral economics and strives for greater explanation and insight into finance and investments based on research from the social sciences. This eJournal presents research on the behaviors in various financial planning and investment settings to describe the behavior of consumers in the various stages of the financial planning process.
CONSUMER LEGAL & OVERSIGHT
View Papers: http://www.ssrn.com/link/Consumer-Legal-Oversight.html
Description: This area includes content on consumer protections in the form of legal and legislative oversight, enforcement, policies, and regulation over advisors, fiduciaries, and associated financial companies. Specific topics include acting as a fiduciary, regulatory and professional standards, loyalty and care, and impact of changes in regulation.
View Papers: http://www.ssrn.com/link/Estate-Planning.html
Description: This area includes content focused on the development and implementation of estate, gift, and related income tax strategies. Topics include wills, trusts, probate, and charitable estate planning from a best practice, planning and fitness, and policy and legislative perspective.
FINANCE PLANNING FUNDAMENTALS
View Papers: http://www.ssrn.com/link/Finance-Planning-Fundamentals.html
Description: This area includes content relating to the fundamental process of planning and managing client communication and personal financial activities such as buying a home, managing debt, and saving for life events such as higher education.
FINANCIAL PLANNING EDUCATOR
View Papers: http://www.ssrn.com/link/Financial-Planning-Educator.html
Description: This area is designed for the sharing of teaching materials in financial planning. All materials related to financial planning are encouraged. This includes casebooks, reviews of casebooks, lecture notes, class summaries, outlines, supplementary materials (for your own or someone else's book), syllabi, problem sets, PowerPoint presentations, videos, and other teaching materials.
FINANCIAL PLANNING NEGATIVE RESULTS
View Papers: http://www.ssrn.com/link/Financial-Planning-Negative-Results.html
Description: This area includes content in which negative results were found. Negative results are instances in which the expected outcome of the research was not borne out by the results. The negative results area includes papers that have controversial or provocative results that challenge established theories as well as papers that replicate or support findings published elsewhere.
HOUSEHOLD FINANCIAL PLANNING
View Papers: http://www.ssrn.com/link/Household-Financial-Planning.html
Description: This area includes content on the knowledge and skills needed to execute everyday household financial planning, covering topics such as financial therapy, literacy and overall well-being.
View Papers: http://www.ssrn.com/link/Human-Sciences.html
Description: This area includes content on the philosophical, biological, social, and cultural aspects of human life which have implications for financial planning.
View Papers: http://www.ssrn.com/link/Insurance.html
Description: This area includes content related to property and casualty insurance products, government and health care insurance plans, disability and long term care insurance, and creditor insurance. Areas of research can include determining and estimating insurance needs, advanced uses of insurance, and understanding contractual policy terms contained within life and disability insurance policies.
View Papers: http://www.ssrn.com/link/Investments.html
Description: This area includes content related to assets or items acquired with the goal of generating income or appreciation. It includes research related to wealth management and investment advisory, including, portfolio construction, asset allocation, traditional and alternative investments, impact and sustainable investing, risk management, financial technology, tax and estate planning, and retirement planning.
PRACTITIONER ARTICLES & RESOURCES
View Papers: http://www.ssrn.com/link/Practitioner-Articles-Resources.html
Description: This area includes content on all topics within Financial Planning written by and for practitioners including papers that have no data or methodology, take a position on a topic or offer a best practice, are written specifically for a practitioner, practice or firm, or are written by a firm or corporation designed to help the broader profession of financial planning.
PSYCHOLOGY & HUMAN DECISION-MAKING
View Papers: http://www.ssrn.com/link/Psychology-Human-Decision-Making.html
Description: This area includes content that has a consumer focus (e.g., how and why consumers make certain financial decisions) and includes clinical or cognitive psychology with implications for financial planning. Topics include but are not limited to cognitive biases, cognitive dissonance, and heuristics.
View Papers: http://www.ssrn.com/link/Retirement-Planning.html
Description: This area includes content relating to goal setting, the mechanics of various retirement savings and income plans, tax-efficient wealth accumulation, and post retirement income strategies. Additional content includes information on retirement plans for business owners and key employees involving defined contribution and benefit plans, property transfers, and diversification. Non-financial aspects of retirement, budgeting, diversification of sources of retirement income, monitoring, and modification are also included.
View Papers: http://www.ssrn.com/link/Taxation.html
Description: This area includes content on taxation related topics that impact individuals, businesses and corporations, and trusts. At the individual level, this includes personal tax returns, income tax assessment rules, tax implications of different types of income, tax deductions and credits, country of residence, and strategies such as foundational income splitting. The corporation and trust level includes income tax assessment rules, taxation of business ownership structures and trusts, capital gains deductions and deferral opportunities, tax deductions for self-employed business owners, tax shelter risks, and tax consequences in the event of death.
HOW TO SUBSCRIBE
You can subscribe to these areas at no cost, by clicking on the "subscribe" links listed above.
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FINANCIAL PLANNING RESEARCH NETWORK
The Financial Planning Research Network (FinPlanRN) hosts research content. You can subscribe to new content notifications through the SSRN User HeadQuarters at http://hq.ssrn.com.
Financial Planning Research Network
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