Techniques, Strategies and Research for Consumers, Educators and Professional Financial Consultants
IARFC Members receive a complimentary electronic copy.
Login then under Publications click Journal of Personal Finance, then Archive Issues and select the one you want.
IARFC members who would like a hard copy may purchase one. (Shipping Included - add $15 for delivery outside the U.S.)
Non-IARFC Members may purchase either an electronic or hard copy. Electronic copies are available in the eproducts section of the IARFC store.
The Fall 2024 edition of the Journal of Personal Finance gave me an opportunity to reflect on the next generation of financial advisers and scholars entering our profession. I was blessed with the chance last April to attend the IARFC 40th Celebration & Conference in beautiful Ashville, NC, at the Biltmore Estate. At the conference, students competed in a national financial planning competition, and we are thrilled to publish the winning case study by Elizabeth Bedunah from the University of North Texas.
Elizabeth’s case study is followed by an ensemble piece and fascinating manuscript on Taboo and College Student Finances. More colleges today are offering mentoring programs around credit and personal finance than ever before, and Taylor Et. al explore what topics get a green light and which ones may cause friction in peer counseling relationships.
Drs. Chen, Asebedo & Ning study the Associations Between Fintech Use and Financial Knowledge and Emergency Fund Savings Adequacy: Expected and Unexpected Findings. This piece is a strong read for academic professionals and practitioners alike. This paper’s meaningful results reinforce how Fintech is shaping the personal finance landscape.
Drs. Li and Lei round out traditional submissions in our Fall Journal, with an article exploring Health Deterioration and Stock Investment: Evidence from the Health and Retirement Study. This article adds to a growing body of literature around wealth management as we age, and, from my perspective as a financial planner, growing with our clients as they age.
Our last submission this month is one of a kind. The Journal was approached by Zoya Salam, who had studied Hispanic Youth Communities in Northeast Austin. We are publishing Zoya’s article as a rising scholar. Zoya is a high school junior at Westlake High School though her manuscript was well above that level. I hope this opportunity encourages her to continue scholarship in personal finance through her education.
CE QUIZ
Register for the Journal of Personal Finance Online CE quiz for $20. Read the articles in the Journal and then take the quiz online. The questions are provided at the back of the Journal for reference. Once you have registered, you will receive an email with a link to access the quiz.
Two units of IARFC CE will be awarded to anyone who achieves a score of 70% or higher per quiz. Only one quiz submission per IARFC member is allowed per year.
IARFC CE Guidelines for Professional Self-Study Up to five units may be claimed for studying a business-related book, maximum 15 units. Academic journals up to 3 units each, maximum 15 units.
