2025 Award Winners

Tom Warschauer

John Grable

Best Paper Sponsored by FP Canada

Daniel Richards and Ariane Agunsoye

“Doing and Undoing of Gender in Personal Finance by Financial Planners”

Best Paper Sponsored by the Financial Planning Association

Sherman Hanna and Zezhong Zhang

“The Association Between the Use of a Financial Planner and Retirement Adequacy: A Nearest Neighbor Matching Analysis”

CFP Board Best Paper Award

Ravisha Chutani, Kimberly Watkins, John Grable, and Zhenqiu Laura Lu

“Understanding the Impact of Family Financial Socialization and Capability on Financial Well-Being Across Generations”

Kirsten MacDonald, Ellana Loy, and Mark Brimble

“Goal Setting and Financial Advice: A Systematic Literature Review”

Ashlyn Rollins-Koons, Megan McCoy, Tanya Staples, and Kimberly Watkins

“The CFP® Exam Gender Gap: Analyzing Exam Preparedness and Pass Rates”