College for Financial Planning®—a Kaplan Company Research

Horan, S., McCoy M., & Robinson, T. (2023, Dec. 8). The state of financial planning research [Conference session]. Academic Research Colloqium of the CFP Board, Washington, D.C.

Sunder, A., Palmer, L, & Goetz, J. (2023). Clock-Out: What Explains “Quiet Quitting” in Financial Services? [Conference session]. American Council on Consumer Interests (ACCI) May 16-18, 2022, Palace Station Hotel & Casino, Las Vegas, NV, USA.

Mannaioni, D. Diversity in Financial Planning [Conference session] ACHE Annual Conference 2022.

Shnaider, S., Nickerson, A., & Sunder, A. (2019, April) Using Housing Equity for Retirement: Benefits and Costs.

Riecke, C. (2020, December) Financial Designations: Can they be Gateways to Financial Planning Education? [Conference session] CFP Registered Program Conference.

Harris, M. (2023, Sept.) “Beating Bobrow: Rescuing a Disallowed IRA Rollover.” AFS Conference.

Berkowicz, S. B. (2023, December) Popcorn and Portfolios: The Effect of Popular Movies on Equity Investment Ownership. Poster presented at CFP Board Academic Research Colloquium, Washington, DC.

Jeong, D., Sunder, A., Lee, H., Koonce, J., Bansal, R., & Palmer, L. Factors Associated with the Probability of VITA Discontinuation at University Programs in One to Three Years. [Conference] VITA-U Conference 2023., May 23-25, 2023, University of Puerto Rico, Mayaguez, Puerto Rico.

Mannaioni, D. Braving the Leadership Landscape. OLC Accelerate 2022.

Shnaider, S. (2019, May) Economic Indicators: Filtering Out the Noise and Panic to Get Good Information, [Webinar].

Robinson, T. (2022, October) Financial Planning Review Editors. Academic Research Colloquium (ARC) for Financial Planning and Related Disciplines.

Berkowicz, S. B. (2022, October) Collaborative divorce: A model for joint work of financial and mental health professionals. Paper presented at CFP Board Academic Research Colloquium, Washington, DC.

Jeong, D., Sunder, A., Lee, H., Koonce, J., Bansal, R., & Palmer, L. Why University-Affiliated VITA Programs Discontinue. Presented at the VITA-U Conference 2023., May 23-25, 2023, University of Puerto Rico, Mayaguez, Puerto Rico.

Mannaioni, D., (2020, December) Financial Designations: Can they be Gateways to Financial Planning Education? [Conference session] CFP Registered Program Conference.

Shnaider, S. (2023, May) Financial Analysis Thought Leadership, [Webinar].

Berkowicz, S. B. (2021, November) Does Gray Divorce Delay Retirement? Research poster presented at CFP Board Academic Research Colloquium, online.

Jeong, D., Sunder, A., Lee, H., Koonce, J., Bansal, R., & Palmer, L. The Current State of VITA at Colleges and Universities. [Conference session] VITA-U Conference 2023., May 23-25, 2023, University of Puerto Rico, Mayaguez, Puerto Rico.

Shnaider, S. (2023, July) Recession: Which Indicators Should Cause Financial Planners to Be Concerned? [Webinar].

Berkowicz, S. B., (2021, January 31) Through the Lens of Behavioral Finance – Investor Biases, CFFP, January 31.

Sunder, A., Palmer, L., & Goetz, J. (2022). Cash in the Cookie Jar: Did Liquidity Help Families During the Great Recession? [Conference] American Council on Consumer Interests (ACCI) Conference 2022., May 19-21, 2022, Sheraton Sand Key, Clearwater Beach, FL, USA.

Shnaider, C., & Sunder, A. (2022). Homeownership: Should Advisors Ignore the Elephant in the Room? [Conference] American Council on Consumer Interests (ACCI) Conference 2022., May 19-21, 2022, Sheraton Sand Key, Clearwater Beach, FL, USA.

Jeong, D, Sunder, A., & Palmer, L (2022). To File or Not to File: Characteristics of Households in the United States That Did Not File an Income Tax Return between 2001 and 2019. [Conference] American Council on Consumer Interests (ACCI) Conference 2022., May 19-21, 2022, Sheraton Sand Key, Clearwater Beach, FL, USA.

Herring, D., Sharpe, D., & Sunder. A. Ready or not, retirement is coming! How do women, Gen X-ers and Baby Boomers fare? [Conference] FPA conference 2022., Dec 11 to Dec 14, 2022, Seattle Convention Center, 705 Pike St, Seattle, WA

Mannaioni, D., Sunder, A. and Henderson, R. (2019). Financial Designations: Can they be gateways to financial planning education? [Conference presentation]. Academy of Financial Services and Financial Planning Association 2019 Conference, Virtual.

Mannaioni, D. (2020). Financial Designations: Can they be gateways to financial planning education?[Conference presentation]. CFP Board Registered Programs 2020 Conference, Virtual.

Nickerson, A., Shnaider, C, & Sunder, A. (2019, May). Housing value for retirement: Whom does it fail?[Conference presentation]. American Council on Consumer Interests 2019 Conference 2019, Arlington, VA, United States.

Pasztor, J., Sunder, A., & Henderson, R. (2019, February). Success in CFP®education: Results from students’ performance data.[Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.

Pasztor, J., Sunder, A., & Henderson, R. (2019, May). Diversity in financial planning: Digging little deeper for rationality.[Conference presentation]. American Council on Consumer Interests 2019 Conference, Arlington, VA, United States.

Pasztor, J., Sunder, A., & Henderson, R. (2019, February). Success and satisfaction of women in financial planning. [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.

Sunder, A., Palmer, L., Goetz, J. W., & Chatterjee, S. (2019, February). Comprehensive advisors vs. modular advisors: A study of household financial assets during the Great Recession.[Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.

Sunder, A., Palmer, L., Chatterjee, S., Goetz, J. (2024). Benefits of consistent and comprehensive financial advice during the Great Recession. Journal of Behavioral and Experimental Finance, in press.

Feldman, T. & Feldman, S. (2023). Understanding the firm risk premium. Journal of Business Valuation and Economic Loss Analysis. Manuscript in preparation.

Sunder, A., Chatterjee, S., Palmer, L., & Goetz, J. W. (2024). Benefits of Comprehensive Financial Advice during Economic Uncertainty. Journal of Behavioral and Experimental Finance. Under Review.

Mannaioni, D. Young People, Social Media, and Financial Literacy Education.

Roper, B. Bitcoin: The Paradoxical Safe Asset.

Riecke, C. Young People, Social Media, and Financial Literacy Education.

Harris, M. Thoughts on using the Bitcoin ETF in an IRA.

Henderson, R., Lehman, J., & Sunder, A. (2024). Work‐life balance and burnout in financial planning profession. Financial Planning Review, Under Review.

Roper, B. Stock Market Index Overconcentration.

Feldman, T. Stock Market Index Overconcentration.

Sunder, A., Chatterjee, S., Palmer, L., & Goetz, J. W. (2024). Cash in the Cookie Jar: Did Liquidity Help Families During the Great Recession?

Harris, M. SECURE Act on Inherited Accounts.

Mannaioni, D., Sunder, A., & Henderson, R. (2021). Financial designations: Possible gateways to CFP® education for diverse professionals?

Angell, M. Hire a Paraplanner.

Pasztor, J., Sunder, A., & Henderson, R. Diversity Initiatives in Financial Planning.

Shnaider, C. and Sunder, A. Owner and Advisor Treatments of Housing Value.

CFA Institute Honors Three Individuals for Exemplary Contributions to the Investment Profession.

“9 Money Moves to Avoid Before the New Year”, AARP newsletter, December, 2023.

“CFA Vs MBA? Here’s Why You Should do Both,” Seb Murray, Business Because, 2019. CFA Vs.

“5 Insurance Moves to Make if You’re Getting Divorced in Your 50s”, PolicyGenius, June, 2023.

“Here are 5 Smart Investing Habits to Start in 2022”, NextAdvisor/Time Inc., January, 2022. Why that green fund you bought might include a coal miner – Stan Choe, Associated Press & The New York Times (January 23, 2020)

Long leery about ESG, Vanguard Group changes tune, launches ESG bond ETF and promises to ‘evaluate’ more — as rival BlackRock barrels ahead in the category – Oisin Breen, RIABiz (July 21, 2020)

Labor Department gathers information on how retirement plans use ESG funds – Mark Schoeff Jr., InvestmentNews (June 17, 2020)

3 Questions: The pandemic and ESG investing – InvestmentNews (September 22, 2020)

Triple Play: How to root out greenwashing when evaluating ESG investments – InvestmentNews (September 22, 2020)

Betterment goes ‘strategic’ with ESG after stunning 2020 inflows and fortuitous ‘accident,’ stumbling on Rockefeller subsidy of NAACP play – Oisin Breen, RIABiz (October 22, 2020)

You Can Build a Portfolio You Love and Invest Responsibly – Bola Sokunbi, quoted on Citi “Life & Money” blog (November 10, 2020)

The 21 Smartest Money Moves to Make in 2021 – Mallika Mitra, quoted in Money Magazine (Online), December 16, 2020

Naveed, K., Sanchez, D., McCoy, M., & Gray, B. (2025). Strengthening adviser–academic connections: Making financial planning research accessible and actionable. Journal of Financial Planning, 38(5), 80.

Feldman, Todd, & Roper, Barclay (2025). Bitcoin: the paradoxical safe asset. Journal of International Finance and Economics, 25(1), 5–20.

Ouyang, C., Naveed, K., & Chatterjee, S. (2025). Poverty and mortgage delinquency: Unpacking the mediating role of financial overconfidence. Applied Economics Letters, 1–7.

Sanchez, D., McCoy, M., Naveed, K., & Gray, B. (April 2025). Bridging the adviser–academic gap: A call to unite practitioner preferences with academic research. Journal of Financial Planning.

Ouyang, C., Joseph, M., Zhang, Y., & Naveed, K. (2025). The interplay of financial safety nets, long-term goals, and saving habits: A moderated mediation study. International Journal of Financial Studies, 13(1), 47.

Zhang, Y., Naveed, K., & Qi, J. (2025). Crypto investment: The role of investment motivations, investment confidence, and risk perceptions. Financial Services Review, 33.

Ouyang, C., Naveed, K., & Rao, R. K. S. (2025). The impact of subjective financial knowledge on perceived retirement adequacy for US working adults. The Journal of Wealth Management, 28(1), 109–123.

Sunder, A., Palmer, L., Chatterjee, S., & Goetz, J. (2024). Benefits of consistent and comprehensive financial advice during the Great Recession. Journal of Behavioral and Experimental Finance, Vol 41, https://doi.org/10.1016/j.jbef.2024.100900.

Harris, M. A. (2024). Are nonqualified Roth distributions terra incognita? Journal of Financial Service Professionals, 78(4).

Henderson, R., Lehman, J., & Sunder, A. (2024). Clock‐out: What explains “quiet quitting” in financial services? Financial Planning Review, 7(3–4), e1192.

Feldman, T. & Jung, A. (2022). Leading economic indicator and global stock returns. Journal of Wealth Management, 25 (1), 122–134.

Feldman, T. & Liu, S. (2022). A new behavioral finance mean variance framework. Review of Behavioral Finance. 15 (3): 355–370

Sunder, A., Lehman, J., & Henderson, R. (2022). Work‐life balance and burnout in financial planning profession. Financial Planning Review, 5(2–3), e1145.

Sunder, A., Palmer, L., & Goetz, J. (2022). Cash in the cookie jar: Did liquidity help families during the Great Recession? Consumer Interests Annual, 68.

Pinto, J. E., Robinson, T. R., & Stowe, J. D. (2019). Equity valuation: A survey of professional practice. Review of Financial Economics, 37(2), 219–233.

Feldman, T. (2019). Emerging market funds: They may not enhance asset allocation. The Journal of Index Investing, 10(1), 16–26.

Pasztor, J., Sunder, A., & Henderson, R. (2019). Success and satisfaction of women in financial planning. Financial Planning Review, 2(2), e1049.

Ruf, B. M., Das, N., Chatterjee, S., & Sunder, A. (2019). Investments in ESG-rated mutual funds: Is good better than great?. The Journal of Wealth Management, 22(1), 56–61.