Promoting financial planning research and education for the benefit of the public, financial planners, academia and industry.

The Foundation is committed to technical research that examines best practices in financial planning decision-making, behavioural research that examines the impact of human behaviour on effective financial planning and societal research that examines the benefits of financial planning on society as a whole.

Support the Foundation by making an investment in critical research today.

Founders Club

Thank you to our supporters and partners for their generous donations and time in supporting the research priorities of the Foundation.

Research Update: Financial Stress and Self-Efficacy

Using data from the Financial Planning Standards Council's Value of Financial Planning longitudinal survey, this project has studied how financial stress and self-efficacy predict a person's likelihood to seek professional financial help. A brochure outlining the results of this study can be found here.


2018 Annual Academic Research Colloquium for
Financial Planning and Related Disciplines

February 20 to 22, 2018 - Arlington, Virgina

Register Now