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are co-ordinating 2 additional mini-breakout research rooms where researchers will present additional peer-reviewed, unpublished research selected from the many submissions we received.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.
Effective Financial Education Strategies: Empowering Students with Personal Application
Short Description
Financial education may be most effective when it's personalized and applicable to learners' lives, engaging them on a meaningful level and empowering them with practical knowledge and skills. Personalized education recognizes individuals' diverse backgrounds and learning styles, tailoring instruction to meet their unique needs and preferences. By addressing learners' specific interests, goals, and challenges, personalized education fosters a deeper sense of ownership and motivation, leading to increased engagement and better learning outcomes. Moreover, when education is applicable, meaning it relates directly to real-world contexts and experiences, learners can see the relevance and utility of what they're learning, which cultivates a sense of purpose and enhances their overall well-being. This study applies multiple theories of learning to financial education, including Bloom's Taxonomy, behaviorism, constructivism, social learning theory, and experiential learning theory. By integrating these theories, educators can design dynamic and engaging learning experiences that cater to diverse learning styles and preferences.
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
Richard Stebbins, University of Alabama and Kansas State University
Email Address
Names of authors in order
Richard Stebbins