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are co-ordinating 2 additional mini-breakout research rooms where researchers will present additional peer-reviewed, unpublished research selected from the many submissions we received.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.
AFS Poster Session (AFS members only)
mercredi 18 septembre 2024 à 17:30–19:00 ADT
113-115
Short Description
- 18 posters have been selected for presentation with the Best Poster Research Award voted on by attendees
Posters include:
- Can ChatGPT Complete a Comprehensive Financial Plan? - Shawn Brayman
- The Role of Financial Advisors in Promoting Annuity Literacy: Insights into the Moderating Effect of Financial Knowledge - Thomas Korankye, Qi Sun, Sabina Pandey
- future-proof investor positioning: assessment of a quantitative method that empowers people to map their risk and loss tolerance - Jurgen Vandenbroucke
- Inheritance and its Impact: Resolving Financial Strain in Older Adults - Cory Thompson
- Financial Capability and Well-being Among Financial Advisors - Chia-Li Chien, Mustafa Nourallah, Ho Ree Chan, chialichien, Peter Öhman
- Chinese pension funds: do they outperform? - Yuruo Feng
- Crypto as Currency: The Association of Cryptocurrency and the Use of Alternative Financial Services - David F. Smith
- Reexamining Young Adults’ Financial Overconfidence and Behaviors - Travis Mountain, Namhoon Kim, Kyoungae Lee
- The Impact of Sentiment on Dynamic NASDAQ Movement Prediction - Wenguang Lin
- Intergenerational Wealth and Its Impact on Financial Wellbeing in America - Sunwoo Lee, Kyoung Tae Kim, Olivia Valdes
- Who is better prepared for retirement: An investigation on the retirement readiness of dual income no kid earners and married couples with one or more kids - Ohireime O. Ojeomogha
- Understanding the Financial Information Maze: The Role of Financial Advisors in Shaping Household Risk Tolerance - Congrong Ouyang, Nathan Collier, Mindy Joseph, Gregory Anderson, Tanya Staples
- Using the four-quadrant model of think/feel/fast/ slow to understand the decision-making of self-managed superannuation fund trustees - Roger Colbeck
- Political Stability as a Risk Factor in Global Markets - Brian C. Payne, Noel Pavel Jeutang, Kwabena Kesse
- Life Expectancy and Financial Planning – John A. Turner
- Fostering Neuroinclusive Classrooms and Workplaces for Financial Planning Students - Kimberly Watkins, Naomi Hill, Kenneth John White, Jr.
- What is the Role of Planners' Communication Amid Clients' Financial Anxiety? - Khurram Naveed, Megan McCoy, Steven A. Meyers, Blake Gray, Andrew C. Craft, Yu Zhang
- Financial Stress, Financial Anxiety, and Intergenerational Wealth Transfers: Impacts of Gifts and Inheritances on Financial Well-Being - Kenneth John White, Jr, Timothy Todd, Kristy Archuleta
Lead & Corresponding Author
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Additional Authors
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