Episodes
Wednesday Mar 29, 2023
Academia and Financial Planning - CE Drive w/ Jason Watt S05E13
Wednesday Mar 29, 2023
Wednesday Mar 29, 2023
Academia and Financial Planning
- CE Drive w/ Jason Watt S05E13
Professor Jodi Letkiewicz, a professor at York University, joins Jason for a discussion of pursuing formal education in financial planning, as well the state of research in financial planning.
Supplementary Materials:
Jodi Letkiewicz
https://profiles.laps.yorku.ca/profiles/jodilet/
Sherman Hanna
https://ehe.osu.edu/human-sciences/directory?id=hanna.1
DEPARTMENT OF PERSONAL FINANCIAL PLANNING
https://www.hhs.k-state.edu/pfp/
ACADEMIC RESEARCH COLLOQUIUM
https://www.cfp.net/initiatives/knowledge-for-practice/academic-research-colloquium
Journal of Financial Planning
https://www.financialplanningassociation.org/learning/publications/journal
Financial Services Review
https://www.financialservicesreview.com/
Financial Planning Review
https://onlinelibrary.wiley.com/journal/25738615
Journal of Financial Therapy
https://financialtherapyassociation.org/journal-of-financial-therapy/
Journal of Financial Counseling and Planning
https://connect.springerpub.com/content/sgrjfcp
John G. Lynch, Jr.
https://www.colorado.edu/business/leeds-directory/faculty/john-g-lynch-jr
Financial Literacy, Financial Education and Downstream Financial Behaviors
https://www.budgetchallenge.com/Portals/0/Documents/FinEd_Paper_Fernandes.pdf
The Misguided Beliefs of Financial Advisors
https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12995
The Financial Education Fallacy
https://www.aeaweb.org/articles?id=10.1257/aer.101.3.429
Advice Only Planners
https://www.adviceonlyplanners.ca/
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