Monday, February 26
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IARFC Releases the 2023 Spring Edition of its Journal of Personal Finance

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The 2023 Spring 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.

“I hope you enjoy our “Spring 2023 edition of the Journal,” commented Lemoine. “This edition deepened my understanding of financial scales, the value of working with an advisor, retirement contributions, and annuitization. Our profession is constantly evolving and we are grateful to be part of that journey!”

The following five articles are included the 2023 edition, Volume 22, Issue 2:

  • Personal Finance Scales: A Literature Review
  • The Role of Financial Advisors in Shaping Investment Beliefs
  • Investment Advisor Use and Stock Market Return Expectations
  • An Exploration of Contributing Factors Related to Retirement Plan Participation
  • Bequest Expectations and Annuity Ownership

“The Journal of Personal Finance gives our Consultants a more in depth study of the issues we face in today’s financial climate,” noted IARFC Trustee Chair, Barry L. Dayley, MRFC®. “The analysis behind the research presents conclusions that are important to consider when thinking through a client’s financial circumstances and developing future recommendations to their financial plan. This form of continuing education is a vital component of the Association’s member benefits.”  

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 or contact the editor. Register to take the CE quiz at the IARFC Store.


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