The Academy of Financial Services (AFS) is excited to be collaborating with FPA to provide an "integrated conference experience" for AFS members this year. The AFS research conference will run for the full 2.5 days of the FPA Conference as part of a dedicated research track bringing the best of AFS and the Journal of Financial Planning (JFP) to you.
- A dedicated Research Room for presentations designed to bring the most relevant research impacting professional financial planners. This includes research sessions sponsored by the JFP and peer-reviewed research papers presented by AFS members. These sessions are CE credit approved.
- The winner of the JFP's Montgomery-Warschauer Award for best research from the prior year will present their research.
- In the Research Room AFS will coordinate other research content such as a panel discussion with the editors of the 4 major FP research journals explaining to planners and academics the type of research content to be found, how to best consume/digest research and apply it to a FP practice and more.
- A new FP Research Shark Tank. Based on the format of the popular TV series a select number of researchers will do 5 minute "pitches" on research that they believe would be significantly impactful for practitioners. Planners and researchers will then vote on the most exciting research proposal.
- AFS are co-ordinating 2 additional mini-breakout research rooms where researchers will present additional peer-reviewed, unpublished research selected from the many submissions we received. A timetable of these sessions can be found below.
- AFS will manage the research rooms for fully-hybrid attendance with face-to-face or virtual attendance. Although the content will be exceptional, we hope to see many of you in person as the networking, exhibit hall, FPA keynote speakers and other sessions outside of the research cannot be experienced any other way.
FINANCIAL CAPABILITY AND WELL-BEING AMONG FINANCIAL ADVISORS
Short Description
This study explores the financial capability and well-being of financial advisors (FAs), focusing on how their expertise influences their own financial behaviors and stress levels. Financial advisors are crucial in enhancing clients' financial health, yet little is known about their financial management. The research examines the relationships between financial capability, behavior, well-being, and stress, considering the moderating effects of lifelong learning, training, and social interactions. Using a survey of U.S.-based financial advisors and Partial Least Squares Structural Equation Modeling, the findings reveal significant insights into how FAs leverage their financial knowledge to achieve personal financial well-being and manage stress. This study contributes to understanding FAs' financial health, offering practical implications for their training and professional development, aiming to improve their financial strategies and overall well-being.
Upload a BLIND copy in Word Document format. Ensure all authors names are removed from the submission. Use the Paper Name + BLIND as the name of the file.
Lead & Corresponding Author
Chia-Li Chien, PhD, CFP®, PMP®, CPBC, Value Growth Institute and The American College of Financial Services
Email Address
Names of authors in order
Mustafa Nourallah, Ho Ree Chan, Chia-Li Chien, and Peter Öhman