We believe research should work for practice—and for clients. Our mission is to empower the financial planning profession through applied and intervention research that meets the real needs of planners and the clients they serve. By teaching, promoting research, and connecting researchers and practitioners across the world, we’re building a more evidence-informed, transparent, and collaborative future for financial planning.
We endeavor to
advance applied and intervention research in financial planning and related fields—closing the gap between research and practice through integrity, rigor, and collaboration that supports the profession and improves client outcomes worldwide.
Our Mission
The Institute for Financial Planning Science exists to strengthen the empirical evidence-based practice in financial planning, and related fields.
We promote and teach applied and intervention research methods, support the publication and presentation of practical empirical work, and foster international collaboration among scholars and practitioners.
Guided by integrity, rigor, transparency, and a commitment to client-centered planning, we aim to drive innovation that makes research more relevant, accessible, and impactful across the global financial planning profession.
Our Core Objectives
Advance Applied and Intervention Research
Promote rigorous, practice-oriented research that addresses real-world challenges in financial planning. Encourage studies that test, refine, and evaluate interventions to improve client outcomes and professional practice.
Bridge the Research–Practice Gap
Facilitate ongoing dialogue and collaboration between researchers, educators, and practitioners. Translate complex research findings into accessible knowledge that directly informs financial planning practice and education.
Cultivate Research Skills and Education
Teach and disseminate applied research and intervention methods through workshops, courses, and mentorship. Build practitioner and educator capacity to design, conduct, and interpret empirical research relevant to the field.
Promote Global Collaboration and Dissemination
Create international networks and platforms—such as a journal, conferences, and forums—that showcase practical empirical research. Support cross-border partnerships that expand the global evidence base for financial planning.
Uphold Integrity, Rigor, and Transparency
Model and promote the highest standards of research ethics and methodological excellence. Foster a culture of openness, replication, and accountability in all scholarly and professional activities.
Inspire Innovation in Client-Centered Practice
Champion research and practice innovations that enhance the financial well-being of individuals and families. Encourage creative, evidence-informed approaches that keep client outcomes at the center of financial planning
Contact Us
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