The Spring issue of the Financial Academic Journal is now available

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Spring Personal Finance Journal

The academic research presented in the articles provides stimulating concepts and facts that help me assess my practice and the methods I use to interact with my clients … IARFC Trustee Chair and CEO H. Stephen Bailey, MRFC®

JPF Editor-in-Chief, Dr. Benjamin F. Cummings, CFP®, RFC® is Associate Professor at Utah Valley University. He has conducted award-winning research on the use and value of financial advice and has been cited in the media, including MarketWatch and USA Today. His main responsibilities include teaching behavioral finance as part of the PhD in Financial and Retirement Planning. program and advise doctoral students on thesis research. His research focuses on retirement, charitable, tax and investment decision making.

“The Spring issue of the Journal of Personal Finance features intriguing research covering a wide range of topics,” comments Dr. Cummings. “The articles really encourage his readers to think differently about financial planning. We hope you take the time to read this issue. “

The following six articles are included in the 2020 edition, Volume 19, Number 1:

  • Evolution of Household Net Financial Assets After the Great Recession: Did Financial Planners Make a Difference
  • The Relationship Between Financial Advisor Designations and Misconduct
  • Financial Risk Tolerance Among White and Hispanic Households
  • Framing longevity income
  • Financial capacity as a determinant of health
  • The impact of using financial software on financial literacy education – Evidence from China

“Personally, I read the Journal of Personal Finance cover to cover,” comments IARFC President and CEO H. Stephen Bailey, MRFC®. “The academic research presented in the articles provides stimulating concepts and facts that help me assess my practice and the methods I use to interact with my clients. This has been of great benefit to our members over the years. “

Launched in 2002, the Journal of Personal Finance has gained in reach, acceptance and recognition among practitioners and academics. The JPF hosts articles from finance professionals and consultants on financial products and services, client relations, retirement planning, long-term care, practice management and business operational efficiency. .

For IARFC members, the JPF is an advantage and a source of continuing education credits. Members can take the IARFC Personal Finance Journal online quizzes. Two hours of CE IARFC will be awarded to members who score 70% or more per quiz.

To order a hard copy or electronic version of the Journal of Personal Finance, to learn more, or to view article submission guidelines, visit https://www.iarfc.org/publications/journal-of- personal-finance / submission -directives or contact the editor. Register to take the CE quiz at the IARFC store.

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