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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