March 12, 2027
York University, Toronto

Canadian Financial Planning Research Conference (CFPRC)

A small, research-focused academic conference dedicated to advancing financial planning and consumer finance research.

• Submit Paper

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.
The conference emphasizes:- 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 setting

Call for Papers

We invite submissions of original research related to:- Household finance
- Retirement planning
- Financial advice and decision-making
- Behavioural finance
- Consumer financial behaviour
- Financial regulation and policy

Important Dates

- Submission Deadline: October 15, 2026
- Notification: December 1, 2026
- Conference: March 12, 2027

Submit Your Paper

• Submit Paper

Please submit papers via email:
📧 [email protected]- Submit full papers in PDF format
- Include author information
- Papers will be reviewed for quality and fit

Committee

Tanya M. Staples, CFP®

Tanya M. Staples, is a CFP®  Professional and financial planning professor at Conestoga College. Tanya spent 15 years in private practice and volunteering to support the development of technical knowledge curriculum for the Certified Financial Planner®  designation.

Pierre-Étienne Pilote

Pierre‑Étienne Pilote, Ph.D. is an associate professor in the Department of Accounting at the École des sciences de la gestion (ESG) at the Université du Québec à Montréal (UQAM). His research focuses on personal financial planning, taxation, and the role of financial advisors in shaping clients’ financial outcomes. He completed his Ph.D. in Business Administration at Concordia University, where his doctoral work examined how financial planners, technology, and specialized expertise influence individual financial results.

Daniel W. Richards

Dr. Daniel Richards is an Associate Professor in Financial Planning at York University, specialising in personal finance and behavioural finance. His research examines how individuals make financial decisions and how financial advice is delivered and received, with particular focus on gender imbalances in the financial advice profession, ethical challenges in advisor–client relationships, and behavioural influences on financial outcomes.