2021 Invitation to Present

After careful deliberation – placing the health and safety of our members and staff at the forefront of our decision – we have decided to make the 2021 AFCPE Symposium a virtual experience!

Be a part of this year’s virtual experience by submitting a proposal to present at the 2021 AFCPE Symposium.

Breakout Speakers will be confirmed by mid-August 

Help us make this our strongest program yet!
With a virtual symposium, we are looking for a variety of presentations to hold the interest of our audience. When you submit your proposal, you'll have the opportunity to indicate the session length you prefer:

  • 50 minutes
  • 25 minutes
  • Or even 10 minutes!

Check one, or all boxes if you are flexible! 

Nervous about presenting virtually?
Don't be. We'll be offering all speakers tips and training to help you deliver your best presentation!

AFCPE will provide the following to presenters of accepted proposals:

  • Speaker hub filled with tips and training videos to help you deliver your best presentation
  • Early access to Virtual Platform to upload any necessary presentation slides and/or files
  • 10% discount on AFCPE Symposium Registration

All accepted speakers are expected to register as Symposium attendees.

The Symposium Task Force will still consider 6 types of proposals:

  • Practitioners’ Forum
  • Research Paper
  • Research to Practice Forum
  • Poster
  • Student Research Paper*
  • Student Project*

*Applicants must be current university or college students studying full-time at the undergraduate (at least 12 credits), graduate (at least 9 credits), or PhD (at least 3 credits) level. If a student is currently enrolled at an AFCPE Registered Education Program, full and part-time students at any level of study may apply.

If Accepted: The student will receive a Symposium Student Scholarship, covering the cost of registration.

Please note: Student Research Paper submissions are considered to present during a breakout session and Student Project submissions are considered to present during the Poster Session.

Symposium submission topics should be relevant to household finance, consumer finance, personal finance, and behavioral finance. Topics of interest include, but are not limited to the following:

  • Financial well-being
  • Financial literacy
  • Financial capability
  • Financial education
  • Financial behavior / Behavior economics
  • Borrowing behavior
  • Saving and investing behavior
  • Cross-cultural comparisons of consumer financial issues
  • Social Issues: Diversity and Inclusion, Poverty Mentality, Scarcity
  • Credit
  • Retirement planning
  • Financial counseling and coaching
  • Financial planning
  • Financial therapy
  • Health and financial issues
  • Consumer financial protection
  • Financial issues of low-income consumers
  • International issues of consumer finance
  • Faith and finances
  • Life cycle issues: college savings/student loans, investing, reverse mortgages, estate planning
  • FinTech

All submissions are reviewed anonymously by five reviewers. Please remove any identifying information. (i.e. names, organizations, universities, etc.


Questions?

Practitioners’ Forum Guidelines:

The Practitioners' Forum offers you the opportunity to share your successes or "ideas that work" with your colleagues in financial counseling, coaching, planning, and education.

These sessions also provide an opportunity for you to exchange ideas, gather feedback, and expand your impact. Practitioners Forums can:

  • Describe financial counseling, coaching, planning, or education programs or strategies
  • Present a workshop on new practical tools and techniques or marketing approaches
  • Share successful partnerships, e.g., How local needs were addressed or how funds were assembled to support a program/project

Format for Practitioners Forum Submission
In a maximum of two double-spaced pages (maximum page count does not include references or citations), use the following headings to describe the content and method of delivery of the program or strategy:

  • Description of content and method
  • Objective/purpose
  • Impact/value to the field
  • Target audience
  • Questions or implications for researchers to help further improve the program/project tool.*

*This part of the proposal is optional but encouraged. AFCPE is a diverse and inclusive organization that is committed to bridging the gap between practitioners and researchers in the field. By suggesting opportunities for further exploration, you help us advance the field and close these gaps.

Please identify the forum type in your submission:

  • Evidence-based practice/technique/program
  • Emerging trend/potential for future research

Criteria for Evaluation
Download the scoring rubric.

Research Paper Guidelines:

Symposium papers include reports of research, comprehensive reviews of the literature, or description and/or evaluation of an educational or counseling/coaching methodology or program.

What makes the AFCPE Symposium so unique, is that your audience is made up of practitioners, educators, and researchers.

By presenting your research here, you'll receive recognition and insights from fellow researchers, but also inform the practical side of our field with your findings, thus opening opportunity for future research.

For this reason, if selected, we encourage you to frame your presentation a little differently. Focus on key findings and implications for practice.

Format for Research Paper Submission

Please submit a detailed abstract (max. 25 double-spaced pages in 12-point font – maximum page count does not include citations) that provides relevant information about your study. Use the following format:

  • Title
  • Background
  • Purpose
  • Conceptual background or theory (if any)
  • Hypotheses or research questions
  • Methodology (data source, sample characteristics, variables, analysis)
  • Results and discussion with financial counseling and planning implications

Criteria for Evaluation
Download the scoring rubric.

Journal of Financial Counseling & Planning (JFCP) Consideration
Any accepted Research or Student paper will be accepted for an expedited review for the JFCP. If you choose to have your paper reviewed and accepted for publication in our journal, please submit an abstract to the Proceedings.

Poster Guidelines

The Poster Session offers an opportunity for visual presentation of:

  • Research
  • Educational tool(s)
  • An educational or counseling/coaching methodology or program 

During the Poster Session, presenters answer questions and provide additional information to Symposium participants.

Format for Poster Submission
Project or program (not the poster itself) must be described in a maximum length of two double-spaced pages in 12 point font (maximum page count does not include references or citations).

Criteria for Evaluation
Download the scoring rubric.

Research to Practice Forum Guidelines

Research to Practice presentations should demonstrate effective collaboration of researcher and practitioner to advance the field and elevate the standards.

This might be a practitioner who is working closely with a researcher to implement successful research findings

-OR-

This might be a researcher who is collaborating with a practitioner to further test their hypothesis and methodologies.

It is through the integration of research, education, and practice that the AFCPE community improves the economic well-being of individuals and families worldwide.

Format for Research to Practice Forum Submission
Please submit an abstract (max. 5 double-spaced pages in 12-point font, maximum page count does not include references or citations) providing relevant information about your collaboration:

  • Background
  • Description of content and method
  • Objective/purpose
  • Conceptual Background or theory
  • Research methodology (data source, sample characteristics, variables, analysis)
  • Results and discussion with attention to financial research, education, & practice implications.

Criteria for Evaluation
Download the scoring rubric.

Student Scholarship Guidelines: Student Research Paper or Student Project

This year we are offering two submission pathways for full-time undergraduate or graduate students - Student Paper or a Student Project.

Any student submission accepted through these two platforms will receive a Student Scholarship, which includes:

  • Complimentary registration to attend the 2021 AFCPE® Symposium
  • 2022 AFCPE Membership

Student Research Paper

For students who would like to share their research as a breakout session.

Papers may be based on research, a comprehensive literature review, or description or evaluation of an educational or counseling methodology or program.

Please submit a detailed abstract  (max. 25 double-spaced pages in 12-point font – maximum page count does not include citations) that provides relevant information about your study. Use the following format:

  • Title
  • Background
  • Purpose
  • Conceptual background or theory (if any)
  • Hypotheses or research questions
  • Methodology (data source, sample characteristics, variables, analysis)
  • Results and discussion with financial counseling and planning implications

Criteria for Evaluation
Download the scoring rubric.

Journal of Financial Counseling & Planning (JFCP) Consideration
Any accepted Research or Student paper will be accepted for an expedited review for the JFCP. If you choose to have your paper reviewed and accepted for publication in our journal, please submit an abstract to the Proceedings.

Student Project

For students who would like to share their research or project as a poster.

Students must submit a project from the 2020-2021 academic year (i.e. video, fact sheets, case studies, etc.) While the project should be professional, it does not need to be purely academic. A creative project to get people interested in, or excited about, personal finance (e.g. writing and performing a song on a financial topic or instituting a marketing campaign or competition on a personal finance topic) are also appropriate.

Project submission may not be longer than 25 pages (inclusive of tables, graphs, etc.) BUT citations and references may be in addition to page maximum.

Criteria for Evaluation
Download the scoring rubric

Proceedings:

Research Papers and Posters: 
Authors of accepted proposals are expected to submit their final, revised manuscripts in the correct format for publication to the Proceedings* by Monday, September 20, 2021.

For Research Papers, the maximum length is 25 double-spaced pages, including tables, charts, figures, BUT citations and references may be in addition to maximum page limit. Paper submissions should follow APA Guidelines. Tables, charts, and figures should be integrated into the text, and the body of the paper should start immediately under the abstract. In addition, running heads will not be used. All pages should be numbered. Pay special attention to section headings, citations within the text, and references.

Practitioners’ Forum
Authors of accepted submissions are invited to submit a two-page summary of their presentation for the Proceedings. This deadline is September 20, 2021.

Why submit to the proceedings as a practitioner? 
Because it’s a great way to ensure your findings and ideas are available to each and every Symposium participant, regardless if they are able to view your presentation in person.

*Example: 2020 Proceedings

Awards:

A $500 award will be granted to the highest scoring:

  • Practitioners’ Forum
  • Research Paper
  • Student Research Paper
  • Poster

Additionally, an award for “Best Symposium Research to Practice Collaboration” is available for this category which includes a monetary award of $500 and up to 2 complimentary registrations to participate in the 2021 AFCPE Symposium. This award is sponsored by National Endowment for Financial Education (NEFE).

AFCPE’s Commitment to Diversity & Inclusion:

“Diversity and inclusion ensure a safe, positive, nurturing, and tolerant environment with mutual respect, free of prejudice. They celebrate differences, including those visible and invisible, in addition to thoughts and opinions that are essential for the involvement and empowerment of our society.”

– Definition established by AFCPE Diversity & Inclusion Task Force

At AFCPE, every decision we make goes through an equity screen. Here are the questions we ask ourselves when making decisions. Before submitting, make sure your submission has a lens of inclusion.  

Breakout Speakers will be confirmed by mid-August

Comments are closed.