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.



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Request for Proposals: Impact of FinTech

The Foundation invites proposals from qualified researchers and
educators interested in developing a study on the possible
impacts of web-based financial planning collaboration tools
(such as financial planning-related questionnaires or calculators)
on consumers' inclination to seek financial planning advice.


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.