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  • The Value of Financial Advice: A Narrative Review and Conceptual Frameworks

    Associate Professor Kirsten L. MacDonald, Ms Karen L. Wildman, Mrs Ellana Loy, Professor Mark Brimble
    134-163
    2025-12-15
  • Protecting Well-Being through Financial Shocks

    Emily Koochel, Megan McCoy, Sonya Lutter
    50-66
    2025-02-28
  • Financial Education and Financial Health: The Mediating Role of Financial Knowledge

    Van Dinh, Sonya Lutter
    e006
    2026-09-30
  • Financial literacy and the level of financial planning individuals use

    Lua A. V. Augustin, Terrance K. Martin
    205-222
    2022-09-30
  • The Effect of Financial Knowledge on Workers’ Expectation of Never Retiring

    Zezhong Zhang, Sherman D. Hanna, Miss Lei Xu
    20-31
    2024-09-18
  • Personal financial planning education in Australian universities

    J. E Cowen, W. T. Blair, S. M Taylor
    43–57
    2006-03-30
  • The Role of Universities in the Development of the Personal Financial Planning Profession

    Thomas Warschauer
    201-216
    2002-09-30
  • Entry-level financial planning practice analysis preparing students to hit the ground running

    John R Salter, Vickie L. Hampton, Danielle Winshester, Deena B. Katz, Harold R. Evensky
    195-216
    2011-09-30
  • Easing college students’ transition into the financial planning profession

    Joseph W. Goetz, Joseph W. Tombs, Vickie L. Hampton
    231-251
    2005-09-30
  • Financial adviser users and financial literacy

    Bhanu Balasubramnian, Eric Brisker
    127-155
    2016-06-30
  • The financial planning education and training agenda in Australia

    Ken Bruce, Rakesh Gupta
    61-74
    2011-03-31
  • An integrated model for financial planning

    Natalie Chieffe, Ganas K. Rakes
    261–268
    1999-12-30
  • Effective Financial Education Strategies: Empowering Students with Personal Application

    Richard Stebbins, Diana Quito
    87-105
    2025-12-15
  • Financial literacy of U.S. households Knowledge vs. long-term financial planning

    Yasser Alhenawi, Khaled Elkhat
    211-244
    2013-09-30
  • Utilization of financial advisors by affluent retirees

    John R. Salter, Nathan Harness, Swarn Chatterjee
    245-263
    2010-09-30
  • Improving collegiate financial literacy via financial education seminars

    Jonathan Handy, Beth Pontari, Thomas Smythe, Suzy Summers
    315-341
    2021-12-30
  • Launching a CFP Board Registered Program at an AACSB-accredited Business College: A Case Study and Analysis

    William B. Elliott, Xianwu Zhang
    1-11
    2025-12-15
  • Career and education choice as central elements of long- term financial planning

    Inga Timmerman, Nikanor Volkov
    179-200
    2020-09-30
  • Utilizing Experiential Learning Techniques in a Financial Planning Program: Allowing Students to Learn from Themselves

    Steve Fraser
    48-61
    2025-12-15
  • Elevating Professional Skills Through Authentic, Scaffolded Learning in a Financial Planning Capstone

    Elisabeth Sinnewe
    37-47
    2025-12-15
  • Financial education and asset allocation

    Steven D. Dolvin, William K. Templeton
    133-149
    2006-06-30
  • Retirement planning guidelines a Delphi study of financial planners and educators

    Sue Alexander Greninger, Vickie L. Hampton, Karrol A. Kitt, Susan Jacquet
    231–245
    2000-09-30
  • Financial planners in Australia an evaluation of gaps in technical and behavioral skills

    Beverley Jackling, Colin Sullivan
    211-228
    2007-09-30
  • Expanding financial education and planning opportunities through service-learning

    Lance Palmer, Joseph Goetz, Swam Chatterjee
    157-175
    2009-06-30
  • Accumulating and spending retirement assets A behavioral finance explanation

    Diane K. Schooley, Debra Drecnik Worden
    173-186
    2013-06-30
  • Addressing Diversity, Equity, and Inclusion in Financial Planning Education

    Miranda Reiter, Katherine Mielitz, Tanaka Chimbane
    106-120
    2025-12-15
  • Who takes personal finance?

    Jaclyn J. Beierlein, Margot Neverett
    151-171
    2013-06-30
  • Should personal finance be the first finance course?

    Jaclyn J. Beierlein, Margot Neverett
    245-267
    2013-09-30
  • Analysis of U.S. Savings Bonds

    Tom L. Potts, William Reichenstein
    41-56
    1995-06-30
1 - 29 of 29 items

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Financial Services Review

The Journal of Individual Financial Management

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