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How to Read and Apply Research-Based Writing

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For financial planning to continue to emerge as a true profession, we must ensure that our best practices are based on the best available science, rather than custom and received wisdom. While this doesn't require that all practitioners become scientists, it does require the ability to recognize and evaluate research-based writing. During this session we will review the key elements of research-based writing in financial planning and offer techniques for evaluating and incorporating it into your daily practice of financial planning.

  • Distinguish between informal and research-based writing in financial planning
  • Better use research-based writing by understanding the nature of the research question and the methodology by which it was tested, as well as the ability to evaluate the ultimate findings
  • Incorporate the results of research-based writing into their daily work with clients

Dave Yeske, CFP, DBA

Founder and Managing Director, Yeske Buie

Dr. Dave Yeske, CFP holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990. Yeske is a past chair of the FPA and has been named a top adviser by Bloomberg Wealth Manager. He has been quoted in national media including The Wall Street Journal, The New York Times, Businessweek, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Yeske has appeared on CBS, CNBC, CNN and NBC News. Yeske's and Yeske Buie's approach to investing were profiled in the Wall Street Journal in 2009 and Yeske was again profiled in the Wall Street Journal in 2010 on The Science of Financial Advising.

Key:

Complete
Failed
Available
Locked
How to Read and Apply Research-Based Writing
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