March 11-12, 2027
York University, Toronto
Canadian Financial Planning Research Conference (CFPRC)
The CFPRC is a focused, workshop-style conference focused on high-quality research in financial planning, consumer finance, and behavioural finance. As an inaugural annual event, it aims to advance research in financial planning and related fields.
Please submit manuscripts to: [email protected]
Submission deadline: 31st October 2026
About
The Canadian Financial Planning Research Conference (CFPRC) is a small, workshop-style academic event focused on high-quality research in financial planning, consumer finance, and behavioural finance.It is a new academic conference dedicated to advancing high-quality research in financial planning and related fields.The conference brings together international scholars interested in financial planning from cognate fields such as finance, economics, consumer behaviour, marketing, accounting, and related disciplines.
Conference emphasis:
- Community building with networking opportunities
- Rigorous academic work
- Structured, constructive feedback
- Collaboration across institutions
- Engagement with doctoral students
Conference Format
CFPRC is designed as a research workshop, not a traditional conference.
Each accepted paper will:- Be assigned a dedicated discussant
- Receive structured, in-depth feedback
- Be presented in an interactive settingThere will l also be networking events, including a Thursday evening social, and best paper award(s) to recognize outstanding research in financial planning
Call for Papers
The conference brings together international scholars interested in financial planning from cognate fields such as finance, economics, consumer behaviour, marketing, accounting, and related disciplines.
Submissions of original research related to:
- Household finance
- Retirement planning
- Financial literacy
- Behavioral finance
- Financial advice
- Financial Regulation
- Investments
- Insurance
- FinTech
- AI
- AgingOther related topics are encouraged as well.
Important Dates
- Submission Deadline: October 31, 2026
- Notification: November 27, 2026
- Full Paper submission (for discussant): Feb 1, 2027
- Conference: March 11- 12, 2027
Submit Your Paper
Please submit papers via email:
[email protected]- Submit full papers or extended abstracts (minimum 1,000 words) in PDF format
- Include author information
- Papers will be reviewed for quality and fit
Committee
Dr. Daniel W. Richards CFP®
Dr. Daniel Richards is an Associate Professor in Financial Planning at York University. His research focuses on behavioral finance, the delivery of financial advice, and the professionalization of financial planning, with specific expertise in advisor-client ethics and gender dynamics within the profession. An avid contributor to building financial planning as an independent academic discipline, Dr. Richards serves as an Associate Editor for Financial Services Review and sits on the editorial boards of the International Journal of Bank Marketing and the Financial Planning Research Journal.
Dr. Tanya M. Staples, CFP®
Tanya M. Staples is a CFP® Professional and financial planning professor at Conestoga College (ITAL) specializing in advanced financial planning teaching including terminal and/or capstone courses. Tanya's research areas include retirement preparedness of Canadians, gender equity within the profession and overall financial well-being of Canadians. Prior to teaching, Tanya spent 15 years in private practice and volunteering to support the development of technical knowledge curriculum for the Certified Financial Planner® designation, is a board member of the CFFB and a committee member of FP Canada's Projection Assumption Guidelines (PAG).
Dr. Pierre-Etienne Pilote
Pierre-Etienne Pilote, Ph. D. is an Associate Professor in Canadian taxation in the Department of Accounting at the Université du Québec à Montréal (ESG UQAM). His research centres on the role and the impacts of certified financial planners, financial advisors, specialists and financial institutions on clients’ financial outcomes.