The Academy of Financial Services (AFS) is excited to be collaborating with FPA to provide an "integrated conference experience" for AFS members this year. The AFS research conference will run for the full 2.5 days of the FPA Conference as part of a dedicated research track bringing the best of AFS and the Journal of Financial Planning (JFP) to you.
- A dedicated Research Room for presentations designed to bring the most relevant research impacting professional financial planners. This includes research sessions sponsored by the JFP and peer-reviewed research papers presented by AFS members. These sessions are CE credit approved.
- The winner of the JFP's Montgomery-Warschauer Award for best research from the prior year will present their research.
- In the Research Room AFS will coordinate other research content such as a panel discussion with the editors of the 4 major FP research journals explaining to planners and academics the type of research content to be found, how to best consume/digest research and apply it to a FP practice and more.
- A new FP Research Shark Tank. Based on the format of the popular TV series a select number of researchers will do 5 minute "pitches" on research that they believe would be significantly impactful for practitioners. Planners and researchers will then vote on the most exciting research proposal.
- AFS are co-ordinating 2 additional mini-breakout research rooms where researchers will present additional peer-reviewed, unpublished research selected from the many submissions we received. A timetable of these sessions can be found below.
- AFS will manage the research rooms for fully-hybrid attendance with face-to-face or virtual attendance. Although the content will be exceptional, we hope to see many of you in person as the networking, exhibit hall, FPA keynote speakers and other sessions outside of the research cannot be experienced any other way.
A Comprehensive Literature Review on Equity in Financial Planning: Unpacking Gender Barriers and Advancing Women’s Participation in the CFP® Profession.
Short Description
This paper reviews the literature exploring gender inequity in the Certified Financial Planner® profession. In Canada and the United States, the profession has long been considered the domain of men, predominantly white men. Furthermore, women do not receive promotions at the same rate as men nor the same compensation. Findings from this research support that women's experiences in the financial planning sector indicate five types of barriers to entry and advancement in the profession, including 1) dated gender roles, 2) antiquated compensation models, 3) gender bias and discrimination; 4) absence of targeted leadership; and 5) persistent myths and misunderstanding about the profession. By identifying these barriers, this research provides financial planning leaders and organizations the information needed to set policies and develop programs to address gender inequity in the financial planning sector.
Upload a BLIND copy in Word Document format. Ensure all authors names are removed from the submission. Use the Paper Name + BLIND as the name of the file.
Lead & Corresponding Author
Tanya Staples, M.A, CFP®, Kansas State University
Email Address
Names of authors in order
Tanya Staples, Megan McCoy, Ashlyn Rollins-Koons