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Academic Research Presentations (JFP/AFS), Part 3

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Financial Advice, Investment Knowledge, and Portfolio Diversification; Author: Tiffany Murray, MS, AFC® The Role of Disappointment Aversion and Expectation Proclivity in Describing Financial Risk Aversion; Author: John Grable, PhD, CFP® Retirement Reassured: Managing Client Risks in Retirement with Guaranteed Living Withdrawal Benefits; Author: R. Scott Strait, PhD

  • Distinguish between objective and subjective investment knowledge and recognize the role of overconfidence
  • Describe disappointment aversion and the establishment of expectations are associated with financial risk taking
  • Calculate the percentage of a client's portfolio to allocate to a lifetime income solution using the "Retirement Reassured" method for optimal results

Tiffany Murray, PhD

Program Director, Red to Black® Peer Financial Coaching

Tiffany Murray, MS, AFC® is currently working towards a Ph.D. in Personal Financial Planning at Texas Tech University where her research focus is collegiate financial wellness. She serves as the program director of Red to Black® Peer Financial Coaching, an ambassador for the TTU PFP department, and a student liaison to the alumni advisory board. Originally from Auburn, Alabama, Murray received both her bachelor and master's degrees from The University of Alabama. Prior to moving to Texas, she worked in California at Countrywide Financial Corporation for three years and then spent nine years at Western Asset Management Company.

John E. Grable, PhD, CFP®

Athletic Association Endowed Professor, University of Georgia

John E. Grable, Ph.D., CFP® holds an Athletic Association Endowed Professorship at the University of Georgia. Dr. Grable served as the founding editor for the Journal of Personal Finance and the founding co-editor of the Journal of Financial Therapy. His research interests include financial risk-tolerance assessment, evidence-based financial planning, and behavioral financial planning. He is Director of the Financial Planning Performance Laboratory and a co-editor of Financial Planning Review. 

R. Scott Strait, OhD

Chief Technology Officer/Co-Founder, RetireOne

R. Scott Strait received his Ph.D. in Engineering-Economic Systems from Stanford University in 1988. In 2011 he co-founded and currently serves as Chief Technology Officer for RetireOne®—the leading independent platform for fee-based insurance solutions. He has an extensive record of IT leadership and strategic technology transformation within financial services, most recently at Charles Schwab & Co. At Schwab, Scott was CTO, divisional CIO for the Schwab Institutional business serving independent financial advisors, and divisional CIO for the Schwab Investor Services business. Prior to Schwab, Scott was with Lawrence Livermore National Laboratory and Arthur Andersen, where he was a CPA.

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Academic Research Presentations (JFP/AFS), Part 3
Open to view video.
Open to view video.
Exam
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