- The AFS Conference will feature speakers, symposia, and several special sessions. Among them, we will introduce a new panel session for PhD students, highlighting how to best navigate the job market.
- With the generous support of our sponsors, the Academy has awarded several best paper awards during past meetings and we anticipate continuing Best Paper awards in 2021.
- We will continue with our Emerging Scholar Award to a current graduate student for promising research work on a paper or poster presented at the conference.
The role of cultural values in financial advice relationships
Keywords
culture, values, financial, planning, advice
Short Description
The cultural background and values of individual clients is an important aspect to consider in the provision of personal financial advice. However, cultural differences also create the potential for misunderstanding and miscommunication in the financial planning process. This qualitative study attempts to address the issue of cultural competence in financial planning by using data collected from interviews with 21 Australian Financial Advisers. Results suggest that culture does play a role in client selection of advisers as well as foundational relationship building. This is significant for the future of financial planning because it can provide scope for the development of future education and training to better suit professionals operating in a globalised multicultural marketplace.
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/907fd03d4ff1829ce219d7b8d51e3ff8.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Amanda Craft, Griffith Business School")
Amanda Craft, Griffith Business School
Job Title
PhD Candidate