Welcome to the Academy of Financial Services!
The Academy of Financial Services is a global academic membership organization established in 1985, making 2025 our 40th anniversary. It is comprised of professors, students and financial planning practitioners focused on research and teaching standards in the profession of financial planning, and those interested in the role of research to improve professional standards. AFS publishes the B-indexed diamond open-access journal Financial Services Review which allows free access to researchers for submission and publication and to everyone for access to published research.
NEW: $60,500 raised for FSR by OACIP
Posted Mar 26, 2025
Thank you to Lyrasis and the University Libraries that have already stepped forward to support FSR through the Open Access Community Investment Program. We have raised $60,500 of our $69,000 target!
Lyrasis/OACIP informed us that if your librarian, department or institution is interested in supporting FSR, they can still do so!
We are still looking or 3 libraries at $1000/yr for three years!
See here for links on which libraries have already stepped up and the details you can provide your institution.
AFS Member Survey
NEW Announced March 21, 2025
As we head into our 40th year, irrespective of whether you are a current member or not, we would like your feedback to help us better serve the community. We would appreciate you taking a few minutes to fill in the SURVEY.
AFS Adds 5 Additional Board Members for 2025
NEW Announced March 6, 2025
As part of our 40th anniversary preparations, AFS is honoured to announce the addition of 5 new Board members for 2025, including Dr. Tom Warschauer, the inaugural president of AFS in 1985.
See here for the full list.
See the full Board here.
NEW Announced March 6, 2025
Dr. John Grable, Editor of Financial Services Review is pleased to announce the publication of Vol 33 No 1 for 2025. This issue includes an outstanding 10 new research papers!
In addition, for AFS members there is a CE Quiz approved for 4.0 hours by CFP Board. Click here to access the quiz. Not a member but like to find out more about our journal based CE - click here?
NEW Call for Papers 2025 is Open
Posted February 24th, 2025
AFS is thrilled to announce that in this, our 40th anniversary year, our annual research conference will be held in collaboration with CFP Board Connections Conference in Chicago IL, October 6th to 8th. This will bring together the top research in financial planning globally with a dedicated research track that is seamlessly integrated to the broader CFP Board event. Our theme for 2025 is
40 Years of Advanced Research in Financial Planning: Reflecting on the Past, Driving the Future
To find out more see here
To access the Submission Portal click here
Your AFS Board for 2025
Posted February 11, 2025
Congratulations and thank you to everyone that ran for election in support of AFS' open and democratic process to elect officers and directors, as per our bylaws. Thanks also to those members that took the time to review the videos for each candidate and for voting!
Please welcome:
Michelle Cull, University of West Sydney - President Elect for 2025 and your AFS President for 2026/2027
Kirsten McDonald, Griffith University, EVP Program for 2025/2026
Mustafa Nourallah, Mid Sweden University, VP International for 2025/2026
Thomas Korankye, VP Marketing for 2025
Norah Feng, Massey University, Director for 2025/2026
Eun Jin (EJ) Kwak, University of Wisconsin-Green Bay, Director for 2025/2026
Questions? Email support@academyfinancial.org.
Thank you to our 2024 Sponsors!
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