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Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.

Popular Events

 

#1

Keynote Presentation, Business Meeting, and Luncheon

#2

Wiley Panel Discussion and Lunch: Innovative Teaching Ideas for Personal Finance

#3

Breakfast with Wiley: Resources for Personal Finance

#4

Registration

#5

Break

#6

B1a Using Behavioral Prompts to Improve Saving and Investment Decisions [CFP Behavioral Finance]

#7

P100 Wiley Poster Session and Reception

#8

FPA® Exhibit Hall Grand Opening & Lunch

#9

FPA® Cocktails in the Exhibit Hall

#10

D1b Moderation of Confidence Level on the Impact of Investment Risk Tolerance on Portfolio Risk [CFP Investment Issues]

#11

G3b Work-Life Balance and Burnout Among Women in Financial Planning

#12

Coffee Break

#13

A2a Can student debt lead to bankruptcy?

#14

A2b The Impact of Student Loans on Homeownership

#15

B1b Why Financial Planner Should Know Clients’ Psychological Factor Even in a Same Job: An Exploratory Study About Farmers [CFP Behavioral Finance]

#16

FPA® Financial Planning Challenge: Case Study Presentations [CFP CE]

#17

Break

#18

Break

#19

C1b Gender Differences in Life Insurance Use: Evidence from the 2016 Survey of Consumer Finances [CFP Insurances Issues]

#20

C3b The Effect of Household Student Debt on Life Satisfaction

#21

D1a Information Illusion: Placebic Information and Stock Price Estimates [CFP Investment Issues]

#22

HSBC Best Papers Presentation 1- The Role of Trust in Building the Client-Planner Relationship

#23

AFS Program Director's Meeting

#24

F3b Perceived versus Actual Investor Sophistication; A Behavioral Study

#25

H1a Life Insurance Ownership – A Perspective from Relationship Quality

#26

A1a An Empirical Analysis of the S&P 500 Sector Dogs Trading Strategy [CFP Investments]

#27

A1b The Historical Record on Active vs. Passive Mutual Fund Performance [CFP Investments]

#28

B2b Kiwisaver: The First Ten Years

#29

C1a Associations of Personality Traits and Life Insurance Ownership Among Elderly Americans [CFP Insurances Issues]

#30

C2a Do Sophisticated Investors Have Higher Levels of Personal Financial Wellness?

#31

C3a Debt Load Among College Students

#32

HSBC Best Papers Presentation 2- Credit Usage, Payment Behavior, and the Accuracy Of Consumer Credit Files

#33

P103 Examining the Alternative Financial Service Use among Millennials Using the Information-Motivation-Behavioral Skills Model

#34

P106 Psychological resources and financial stress response

#35

FPA® General Session: Mentoring and Role Models: A View From the Bench

#36

Break

#37

E2a Do Misleading Financial Advisor Credentials Actually Mislead Investors?

#38

E2b Financial Designations: Can they be Gateways to Financial Planning Education?

#39

E3a Exploring the Use of Active Learning to Increase Financial Planning Students’ Confidence and Capability

#40

FPA® Educational Breakout Sessions | Block 1: Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids! [CFP CE]

#41

G2a Automated Portfolio Rebalancing: Automatic Erosion of Investment Performance?

#42

H1b What Are the Determinants of Purchasing Life Insurance Among Older Americans?

#43

H3a Radicalization of Financial Literacy

#44

H3b The Financial Behavior of Leisure Vehicle Owners

#45

AFS Annual Meeting Adjourns

#46

Welcome from the AFS President!

#47

Board Meeting & Dinner

#48

C2b Underlying Dynamics in Life Satisfaction: Finite Mixture Model of Psycho-behavioral Characteristics and Health Risk Behaviors

#49

P101 Estimating Test-Retest Reliability Scores for Financial Risk-Taking Questionnaires

#50

P102 Does Seeking Financial Help Moderate the Association Between Past Trauma and Financial Planning Decisions of Households: Evidence from a National Study