Director, Master of Science in Finance and Investment Management, University of North Carolina at Wilmington Executive Director, Financial Planning Review
Charlottesville, VA
Joined June 2009
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Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
#FinancialPlanningReview is growing, with 250+ manuscript submissions annually, 300,000+ article downloads and a B ranking on the 2026 ABDC Journal Quality List. Help guide its next chapter as a Co-Editor. Apply or nominate a colleague by Nov. 30. Contact @Stephen_Horan at shoran@cfpboard.org
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
How does willingness to use #AI for financial advice relate to financial behavior? New research using 2024 NFCS data finds the relationship differs for short- and long-term behaviors and that perceived financial knowledge plays a role. Read the study: onlinelibrary.wiley.com/doi/… #FinancialPlanningReview @Stephen_Horan
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
Breakthrough recognition for Financial Planning Review, CFP Board’s peer-reviewed journal, which earned a spot on the @BusinessDeans Council Journal Quality List, a key benchmark for academic quality. Here’s why this matters for faculty and the profession: cfp.net/news/2026/02/financi…
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
New research in Financial Planning Review explores how public-sector employees may adopt generative AI tools for retirement planning. Behavioral segments, not demographics, were stronger predictors of interest in AI-powered advice. Read the study: onlinelibrary.wiley.com/doi/… #CFPpro #AI
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
New research in Financial Planning Review challenges assumptions about financial literacy and well-being. In a high-inflation environment, more knowledge did not always mean feeling better off. Read the open access study: onlinelibrary.wiley.com/doi/…
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
Looking to shape the future of financial planning? Financial Planning Review is seeking Editorial Board nominees. #CFPpros, academics and practitioners are encouraged to apply or nominate a peer. Nominations must be sent to @Stephen_Horan at shoran@cfpboard.org by June 11.
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
Financial Planning Review is seeking Editorial Board nominees. CFP® professionals, academics and practitioners are encouraged to apply or nominate a peer. Submit to shoran@cfpboard.org by May 30. @Stephen_Horan
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
New research in #FinancialPlanningReview examined how specific financial behaviors influence financial well-being for U.S. Airmen and Guardians. Findings highlight the importance of emergency savings and budgeting. Read the research: onlinelibrary.wiley.com/doi/… @Stephen_Horan
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
#FinancialPlanningReview new research examining retirement financial planning among Malaysian Millennials. Researchers explored how attitude, perceived behavioral control and financial self-efficacy shape retirement readiness. Read now: onlinelibrary.wiley.com/doi/… @Stephen_Horan
Financial Planning Researchers! Remember to submit your academic papers (and encourage your colleagues to do the same) for the 2025 CFP Connections Conference on 6-8 October in Chicago. The deadline for submissions is 15 April 2025.
cfp.net/events/2025/10/conne…
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Independence Day has arrived and the Irish blessing has been bestowed upon us. My tariff podcast with Aerospace Executive @CraigPicken is full of historic, economic, and non-economic perspective. Guess how many dollars flow into Mexico each year?
lnkd.in/e6t5hrye
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Personal Budget: Boom or Bust?
Check out my thoughts on budgeting - the foundation of any personal financial plan.
@WalletHub @CFPBoard @NivineRichie
wallethub.com/edu/b/what-is-…
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The foundation of successful investing is successful budgeting and spending. Check out my credit card tips on @wallethub.
wallethub.com/edu/cc/credit-…
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Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
New research from #FinancialPlanningReview examines the role of financial planners, inheritance receipts and religion in estate planning among U.S. Black adults. Explore the findings here: onlinelibrary.wiley.com/doi/… @Stephen_Horan
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
Calling all researchers and experts in financial planning! Submit your research papers for the CFP Board Connections Conference. Deadline is July 31. Learn more: cvent.com/c/abstracts/f573b7… #CFPConnections24
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
Exciting update! @MichaelKitces joins us at #CFPConnections24 to discuss the future of financial planning, covering the latest trends, innovative strategies and best practices. Secure your spot today at the early registration rate: CFP.net/conference
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
Explore cutting-edge research in financial planning with Financial Planning Review's 50th edition – now available for free until June 30! Don't miss out on this exclusive opportunity to access valuable insights. Read here: cfp.net/knowledge/financial-… @Wiley_finance @Stephen_Horan
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
How does your worldview affect your wallet? See how our perspectives on life shape our financial decisions and what this means for your financial future in this #FinancialPlanningReview article. Free for a limited time: onlinelibrary.wiley.com/toc/… @Stephen_Horan @Sean_McDowell
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
Still blown away by this. Maybe the greatest answer in the history of the show.
Based Money @moicanoufc continues to drop incredible knowledge on us. 💰💸💵
Stephen Horan, Ph.D., CFA, CIPM, CAIA retweeted
Morgen Nations from @TexasTech (pictured w/ CFP Board CEO Kevin Keller [@krkindc]) has won the 2023 Academic Research Colloquium Best Paper in Investments Award for "Social Media and Speculative Investing: An Examination of Social Media as an Information Source and Investing in Highly Speculative Assets.” Congrats! #CFPARC
