The 2022 Fall Issue of the Journal of Personal Finance (JPF) is now available from the International Association of Registered Financial Consultants (IARFC®). The techniques, strategies, and research contained in this academic journal are intended to support financial literacy whether it be directed to consumers, educators, or professional financial consultants.
The JPF editor, Craig Lemoine, Ph.D., MRFC® CFP®, is the Director of the Financial Planning Program at the University of Illinois, Champaign, IL. With an education background dating back to 2003, Dr. Lemoine has a deep understanding of examination and assessment in financial planning. He has served on the CFP® Board Council of Examinations since 2010, has been a professor of Financial Planning at the American College, and has served as a Director on the MRFC Certification Board.
“We are thrilled to share this robust and diverse issue,” explains Journal Editor, Dr. Craig Lemoine, MRFC®. “I am proud to have built this edition based on a strong pipeline of manuscript submissions. Each article in this issue dives into different areas of personal finance, adding to the body of knowledge in student financial well-being, determinants of advisory fees, racial and ethnic differences in ownership of insurance types of life insurance products, studies of personality types and insurance acquisition, and how to identify consumer financial opinion leaders. Additionally, we are able to feature work from the 2022 IARFC National Financial Plan Competition case study champions!”
The following six articles are included the 2022 edition, Volume 21, Issue 2:
- 2022 National Financial Plan Competition Winning Case Narrative – The Franklin Family
- Applying a Human Capital Framework to College Students’ Financial Well Being
- Determinants of Advisory Fee in U.S. Equity Mutual Funds
- Racial/Ethnic Differences in Life Insurance Ownership & Life Insurance Adequacy
- Personality Traits and Life Insurance Ownership Among Older Americans
- Identifying Consumer Financial Opinion Leaders
“The Journal of Personal Finance presents a more researched and quantitative outlook on issues in the Financial Services Industry,” relates IARFC Trustee Chair, H. Stephen Bailey, Ph.D., MRFC®. “These manuscripts explore an in depth viewpoint as they address current opinions and conclusions. My take away advantage from reading these academic works is to think outside the box and at times change my viewpoint on current trends facing our prospects and clients. I am pleased that the Association can bring this insightful information to our members!”
Initiated in 2002, the Journal of Personal Finance has grown in scope, acceptance and recognition among practitioners and academicians. The JPF welcomes articles from practicing financial professionals and consultants about financial products and services, client relationships, retirement planning, long-term care, practice management, and firm operational efficiencies.
For members of the IARFC, the JPF is a benefit and a source of continuing education credits. Members can take the IARFC Journal of Personal Finance Online CE quizzes. Two units of IARFC CE will be awarded to members who achieve a score of 70% or higher per quiz. To order a hard copy or electronic version of the Journal of Personal Finance, find out more information, or review article submission guidelines, go to www.iarfc.org or contact the editor. Register to take the CE quiz at the IARFC Store.
