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Academic Research Presentations (JFP/AFS), Part 1

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Facilitating Virtual Client Meetings for Money Conversations: Skills, Strategies, and Outcomes; Author: Blake Gray Foreign Revenue Exposure: A New World of Diversification; Author: David Blanchett, PhD, CLU, ChFC®, CFP®, CFA® Goal Proximity and Risk Aversion; Author: Michael Finke, CFP®

  • Understand how goal-based risk preferences deviate from conventional economic theory
  • Recognize how to build goal-based portfolio strategies that align with investor preferences
  • Understand how domicile and foreign revenue metrics differ for mutual funds today

David Blanchett, Phd, CLU, ChFC®, CFP®, CFA®

Head of Retirement Research, Morningstar Investment Management, LLC

David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. He has published over 100 papers in a variety of industry and academic journals that have received a number of awards. He is currently an Expert Panelist for the Wall Street Journal, an Adjunct professor of Wealth Management at The American College, and a member of the ERISA Advisory Council.

Dan Moisand, CFP®

Principal, Moisand Fitzgerald Tomayo, LLC

Dan Moisand, CFP(R) believes that to be a true profession, we must expand the body of knowledge and encourage practitioners to be more evidence-based. He is currently serving FPA as the Practitioner Editor of the Journal of Financial Planning. In addition, he is a past national President of FPA. In 2019, he was highlighted as one of the “twenty most influential men and women” in an issue of InvestmentNews that focused on the 50th anniversary of the start of the financial planning profession. A frequent presenter at conferences and events, Dan has spoken to planner groups on six continents.

Blake Grey

PhD Student, Texas Tech University

He's currently working as a research assistant and studying under Dr. Sarah Asebedo of Texas Tech University. Gray is a CFP certificant and has an MBA in Financial Planning from California Lutheran University. His main research interests are the role of psychology in financial planning and planning for special needs families.

Michael Finke, CFP®

Professor, The American College of Financial Services

Michael Finke, Ph.D., CFP®, is a Professor and Frank M. Engle Chair of Economic Security Research at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He was named to the 2013, 2014, and 2020 Investment Advisor IA25 list and the 2012 Investment News Power 20, and received the Montgomery Warschauer best paper award from the Journal of Financial Planning in 2013 and 2014.


Academic Research Presentations (JFP/AFS), Part 1
Open to view video.
Open to view video.
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available