AFS 2024: 38th Annual Conference: 

Advanced Research in Financial Planning

September 18 to 20th, 2024

Columbus OH, USA

Held in conjunction with FPA Annual Conference

Registration is open - see below!

AFS is excited to be collaborating with FPA to provide an "integrated conference experience" for AFS members this year. The AFS research conference will run for the full 2.5 days of the FPA Conference as part of a dedicated research track bringing the best of AFS and the Journal of Financial Planning (JFP) to you.

  1.  A dedicated Research Room for presentations designed to bring the most relevant research impacting professional financial planners. This includes research sessions sponsored by the JFP and peer-reviewed research papers presented by AFS members. These sessions will be CE credit approved.
  2. The winner of the JFP's Montgomery-Warschauer Award for best research from the prior year will present their research.
  3. In the Research Room AFS will coordinate other research content such as a panel discussion with the editors of the 4 major FP research journals explaining to planners and academics the type of research content to be found, how to best consume/digest research and apply it to a FP practice and more.
  4. A new FP Research Shark Tank. Based on the format of the popular TV series a select number of research will do 5 minute "pitches" on research that they believe they can do that would be significantly impactful for practitioners. Planners and researchers will then vote on the most exciting research proposal.
  5. AFS will be co-ordinating 2 additional mini-breakout research rooms where researchers will present over 25 additional peer-reviewed, unpublished research selected from the many submissions we anticipate from our Call-for-Papers. Last year we had over 62 completed papers submitted and this year we expect to see more!
  6. Both papers and possible panel discussions on "Best Practices on FP in the Classroom" which will align with a special issue of FSR to be published in 2025.
  7. AFS, as we did last year, will manage these 3 research rooms for fully-hybrid attendance with face-to-face or virtual attendance. Although the content will be exceptional, we hope to see many of you in person as the networking, exhibit hall, FPA keynote speakers and other sessions outside of the research cannot be experienced any other way.


FPA has already opened registration for the conference on their website, but as an AFS member you will received a discounted pricing of

In Person Registration (for AFS Members Only) is Open

$599 for AFS academic/practitioner members

$399 for students

Book Your Hotel Room

FPA has booked discounted blocks of rooms at the Hilton and the Hyatt Hotels for attendees. Go to to book your room today!

Virtual Registration is Open

$199 for non-member 

$75 for AFS member

$25 for AFS Student members

for the full 3 days. Your AFS membership will also provide you access for two AFS only special events at the Conference, the AFS Research Poster Session and the AFS Awards Breakfast (morning to be workable for virtual attendees in Europe and Australasia.) All research sessions will be recorded for those times that are simply impossible for some remote attendees.

AFS will post member registration links and instructions shortly, along with hotel information and other instructions. 

Do you have an unpublished research paper you would like to discuss with your peers? Check out the AFS Call-for-Papers.

NOTE: FPA and AFS are working on reduced "bulk registration" for schools that would like to either send a "busload of students" to the conference or provide bulk virtual access for the students in your classes. Contact us at

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