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Academy of Financial Services Annual Meeting 2020

Academy of Financial Services

The Academy of Financial Services 34th Annual Meeting September 29-30, 2020 in Phoenix, AZ, USA. 

The Academy of Financial Services will hold its annual conference in conjunction with the Financial Planning Association’s annual conference in Phoenix, AZ, held September 30th through October 1st.

The AFS Conference will feature speakers, symposia, several special sessions, posters, and a reception. Among them, we will start a new panel session for PhD students on how to best navigate the job market.

With the generous support of our sponsors, the Academy has awarded several best paper awards during past meetings and we will continuing best paper awards in 2020. We will also continue the new tradition of presenting the emerging scholar award to a current graduate student for promising research work on a paper or poster presented at the conference.

Also, in 2020, we will start a new program director’s track.  The goal is to allow program directors to present and participate in panel discussions. We welcome all topics related to Financial Planning Program Development and Pedagogy.

Submission Information: Research papers and abstracts covering all aspects of individual financial management and education are sought for inclusion in the program. Papers in the areas of estate planning, insurance, tax accounting aspects of financial planning, investments, and retirement planning are encouraged. Proposals for panel discussions and tutorials devoted to current issues in individual financial management or the practice of financial planning will also be considered for inclusion in the program.

Several sessions will be registered for Continuing Education (CE) credit with CFP® BoardFor further information, visit the AFS website at that will be frequently updated.Please be advised that you must be an AFS member in good standing when you register for the conference. Membership has always been required to register for and attend the AFS Conference.

The submission period ends on May 1st, 2020 with the selection period and formulation of the agenda estimated to be completed by June 25,2020. Notice of acceptance as an oral session or poster is targeting for July 2020. For content questions contact Program Chair, Dr. Terrance K. Martin Jr at


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