The Journal of Financial Planning welcomes original, advanced papers on any aspect of financial planning—typically research-based and 5,000 words in length. When submitting a paper for peer review please indicate if any portion of the manuscript has been published or posted online elsewhere, and if it has, please provide the citation and/or web address. Please consider the composition approach and elements detailed below to give your paper its best chance of succeeding through peer review to publication.
Keep our readers—primarily experienced financial planning professionals—in mind as you write. Provide timely, practical material that applies to, or will directly benefit, financial planners in their work. Assume the reader has a fundamental but not esoteric knowledge.
The Journal of Financial Planning uses The Chicago Manual of Style (16th edition) as a guide for formatting, writing style, and references. Your writing style should be easy to read and follow, yet professional. Thoughts and concepts should be clearly presented and easy to comprehend. Examples that illustrate key points are encouraged.
Authors are encouraged to write with the following guidelines in mind:
- Avoid the use of first person narrative, when possible. For example, rather than state, “I added an unconstrained variable to the model,” write “An unconstrained variable was added to the model.”
- The review of literature and presentation of results should generally be written in past tense. For example, stating something like, “Grable (2013) presented findings regarding past portfolio performance” is preferable to saying, “Grable presents findings …”
Authors are encouraged to stay focused on guiding the reader through the paper. State early the paper’s purpose, the material it will cover, and why that material is important and useful to the reader. Include a literature review of previous research on which the paper builds; additionally, explain how the paper differs and adds to the literature. After laying out the new research, clearly summarize the paper's premise and key findings or recommendations.
Content should be objective and avoid mentioning or promoting specific financial products or services. Any statements or assertions should be supported by sufficient research and data.
Academic research in financial planning should have a direct and demonstrable application or benefit for financial planners. All research should be readily accessible by editorial staff, review board members, and readers.