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Academic Research Presentations (JFP/AFS), Part 2

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Are Financial Apps and Websites Effective in Helping Individuals with their Financial Goals? Implications for Financial Planners; Author: Blaine Pearson, PhD, CFP® The Connection Between Personality, Well-Being and Risk Aversion; Author: Taufiq Hasan Quadria, PhD Understanding the Potential of Tele-Financial Planning: Lessons from a Systematic Literature Review of Tele-Mental Health; Author: Brian Walsh, CFP®

  • Understand the relationship between financial technology and its effectiveness in helping clients reach their financial goals
  • Identify best practices from tele-mental health research that might be relevant to financial planners
  • Analyze a client’s degree of risk and loss aversion and insure recommendations are consistent with a client’s risk propensity, attitudes, capacity, knowledge, and needs

Blain Pearson, PhD, CFP®

Instructor - Department of Personal Financial Planning, Kansas State University

Blain Pearson, Ph.D., CFP®, is a faculty member in the Department of Personal Financial Planning at Kansas State University, where he teaches courses in Behavioral Finance, Financial Counseling and Communication, and Capstone in Personal Financial Planning. Blain’s primary research interests include the normative analysis of household financial decisions, demographic variations in financial behavior, and retiree well-being. Blain earned his BBA and MBA from Campbell University, his Ph.D. from Texas Tech University, is a CERTIFIED FINANCIAL PLANNER™, and has multiple years of industry experience. 

Taufiq Hasan Quadria

Instructor and PhD Student, Texas Tech University

Taufiq is an instructor and Ph.D. student in the personal finance program at Texas Tech University. 

Brian Walsh, CFP®

Sr. Manager of Financial Planning, SoFi

Brian Walsh, CFP®, leads financial planning at SoFi. His advice has been quoted in dozens of media outlets such as CNBC, Fortune, Money, and Yahoo Finance. He is currently enrolled in Kansas State University’s personal financial planning Ph.D. program and was previously the director of financial planning solutions at TIAA.


Academic Research Presentations (JFP/AFS), Part 2
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