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Taylor & Francis

Prepare your manuscript for Financial Analysts Journal.

Review the checklist, choose your article type, and turn your draft into a cleaner submission package.

Checked 2026-08-01
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Article types

Review
Research Article
Perspective
Viewpoint
Letter
Commentary
Editorial
Clinical Trial
Protocol
Systematic Review
Lectio

Readiness requirements

Review the key details below, or download the complete checklist with every stored source-backed requirement.

Abstract length

  • Include or confirm the abstract length required by the journal. Articlo checks this item and flags anything that still needs author input.

Keywords

  • Provide 3-8 keywords chosen by the author.
  • Authors should provide 3 to 8 keywords.
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  • Keywords are the terms that are most important to the article and should be terms readers may use to search.

Reference style

  • Articlo formats your supplied references to the journal's stored style and checks that citations match the reference list; source validity is not verified.
  • Please use this reference guide when preparing your paper.
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  • It should use simple language with no technical expressions and no reference or endnote citations.
  • A declaration must be included within the submission stating: Confirmation the authors take full responsibility for the integrity of the whole content, including accuracy of references.

Figure and table rules

  • Keep every figure and table numbered, captioned, and cited in the manuscript.
  • Group tables at the end of the manuscript.
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  • Figures should be high quality (1200 dpi for line art, 600 dpi for grayscale, and 300 dpi for color, at the correct size).
  • Tables and figures should be kept to a minimum and included only to the extent that they advance the narrative.
  • To this end, tables should not exceed eight columns and should fit in a portrait layout.
  • As an author, you are required to secure permission if you want to reproduce any figure, table, or extract text from any other source.
  • You will also need to upload your LaTeX source files, which should be uploaded as a single zip file alongside your submission and marked as “LaTeX Source Files." Figures should be saved either in the text or if created in Excel, in a separate Excel file.
  • Material that is integral to the understanding of your article but that would interrupt the flow (such as the derivation of an equation or a data table) should be placed in an appendix at the end of your article.
  • Figures should be supplied in one of our preferred file formats: PS, JPEG, TIFF, or Microsoft Word (DOC or DOCX) files are acceptable for figures that have been drawn in Word.

Funding statement

  • You should declare only the acquired funds and grants that are directly relevant to the work reported in your article; for example, This work was supported by the [Funding Agency #1] under Grant [number xxxx]; [Funding Agency #2] under Grant [number xxxx]; and [Funding Agency #3] under Grant [number xxxx].

Competing interests

  • Include or confirm the competing interests required by the journal. Articlo checks this item and flags anything that still needs author input.

Ethics statement

  • Include or confirm the ethics statement required by the journal. Articlo checks this item and flags anything that still needs author input.

Blinded manuscript

  • Review: Remove author names, affiliations, acknowledgements, and other direct identifiers from the blinded manuscript file.
  • Review: All published perspectives articles must successfully proceed through double-blind peer review.
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  • The PDF should be uploaded as the “Manuscript - with author details”/”Manuscript - anonymous” file.
  • Review: To help ensure the integrity of our double-blind peer-review process, we ask that you remove all identifying information from the manuscript.

Cover letter

  • Authors are required to sign an agreement for the transfer of copyright to CFA Institute.
  • Authors are responsible for obtaining permission to reproduce copyrighted material from other sources and are required to sign an agreement for the transfer of copyright to the publisher.

Title page and author information

  • One author will need to be identified as the corresponding author.

Article structure and word limits

  • The title should be concise and preferably not exceed 80 characters with spaces but provide a clear indication of the topic(s) covered in the article.
  • Review: These instructions will ensure we have everything required so your paper can move through peer review, production and publication smoothly.
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  • Your research funder or your institution may require you to publish your article open access.
  • Use our APC finder to view the APC for this journal.
  • Research Article: Research articles must contribute to existing knowledge and should be able to articulate that contribution within the context of existing academic literature.
  • It should explain how the research is connected with the relevant literature in the field and how it adds to this literature.
  • If the information is important, it should be included in the text.
  • When asterisks are used, p-values should not be reported.
  • A declaration must be included within the submission stating: Originality and accuracy of content has been confirmed by the authors.
  • Authors must provide full methodological details and adhere to relevant reporting guidelines where applicable.
  • Authors must retain the original and revised versions which must be shared upon request.
  • The PLSP guidelines for authors must be followed at all times.
  • Research Article: Research articles should be clearly communicated, written in a scholarly manner, and have clear and rigorous methodologies with appropriate replicability, reliability, and robustness.
  • Research Article: In addition to these standards, research articles in the Financial Analysts Journal should demonstrate the relevance of their findings for the practice of investment management.
  • Letter: An important criterion is that the letter should not invite a response from the author(s) of the article; in other words, the article and the letter should stand on their own.
  • The emphasis should be on the practical implications and/or applications of the work, with, if appropriate, some indication of possible future work that can be done in the field.
  • All equations should be entered in MathType.
  • Each zipped folder needs to be uploaded separately and named appropriately so it is clear what is contained within each folder.
  • Image descriptions are typically used by systems such as pronouncing screen readers to make images accessible to people that cannot read or see the object due to a visual disability.

Reporting guidelines

  • Include or confirm the reporting guidelines required by the journal. Articlo checks this item and flags anything that still needs author input.

Artificial intelligence disclosure

  • Add or confirm the author-written Artificial intelligence statement; Articlo flags it if author input is still needed.
  • Please include a statement disclosing whether and how generative AI has been used in the research and manuscript preparation process.
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  • Use of AI tools as part of ethical research studies is permitted.
  • A declaration must be included within the submission stating: The name and version number of the AI tool used.
  • Systematic Review: Use of AI tools as part of ethically conducted literature reviews, systematic reviews, meta-analysis and bibliometrics studies is permitted.
  • Use of AI tool assisted plain language summaries (PLS) of authors own work is permitted.
  • Please read our guidance on using AI tools in your research and manuscript preparation to understand scenarios where their use may be permissible, and the required information that must be disclosed.
  • A declaration must be included within the submission stating: Confirmation the authors have checked terms of use for the specific AI tool used, and therefore confirm suitability for publication.

Manuscript structure

  • The conclusion should highlight the major results and key takeaways of the research, in particular from a practitioner’s point of view.
  • Letter / Commentary: Any letter submitted for consideration must be evidence-based rather than opinion-based in order to offer readers a constructive, respectful, and to-the-point commentary that moves the discussion forward.
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  • The introduction should start with a succinct description and motivation of the research question(s), highlighting the relevance of the work for the practice of investment management.
  • Footnotes should be kept to a minimum.
  • Authors must retain full records of the methods undertaken, including full descriptions and records of the prompts used, which must be shared with the journal upon request.

Article type and manuscript length

  • Your paper should be compiled in the following order: title page; abstract; keywords; main text introduction, materials and methods, results, discussion, conclusion; acknowledgments; declaration of interest statement; references; appendices (as appropriate).

Language and text style

  • Because we accept submissions in US English and British English, the American Heritage Dictionary (5th ed.) should be consulted for spelling in US English and the Concise Oxford English Dictionary should be consulted for spelling in British English.
  • It should also include at least one distinct paragraph that discusses the findings of the research and its practical applications and/or implications using simple language.

Statistical reporting

  • Statistical significance should be reported using a single asterisk (*) for results that are significant on a 5% basis and double asterisks (**) for results that are significant on a 1% basis.

Supplementary material

  • Review: If you are submitting in LaTeX, please convert the files to PDF beforehand (you will also need to upload your LaTeX source files with the PDF using the Submission Item “Supplemental Item – Not For Review” for the LaTeX source file).

Study reporting guidelines

  • Authors must provide full methodological details and adhere to relevant reporting guidelines where applicable (e.g. CONSORT-AI, STARD-AI, GAMER, TRIPOD-AI, etc).
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What your package checks

Keywords: 3-8 keywords
Declarations: Artificial intelligence

Source transparency

This preparation guide uses published journal-specific author requirements. Journal instructions can change, so authors should complete a final review before submission.

Open official guideline source