College for Financial Planning®—a Kaplan Company Research

Asebedo, S. D., Liu, Y., Gray, B., & Quadria, T. (In-press). How Americans Allocated their COVID -19 Economic Stimulus Payments: Evidence from Mturk? Financial Planning Review, 3(4), e1101. https://onlinelibrary.wiley.com/doi/10.1002/cfp2.1101 

Coombs, J. (2020). Advancing women through sustainable investing. The Green Money Journal, December 2, 2020.

Coombs, J. (2021). Investment lessons from the Green Mountains.  In: Aligning the heart, mind and wallets: A collective experience (Reshaping Capitalism for the Greater Global Good), Ed. D. Hobbs.

Gray, B., & Liu, Y. (In-press). The Relationship between Household Agreement and Financial Satisfaction. Applied Economics Letters. https://doi.org/10.1080/13504851.2020.1864271

Johnson, D. (2020). AWMA-SE Financial Planning for Athletes and Entertainers. College for Financial Planning: Denver, CO.

Liu, Y. (In-press). The effect of mortality salience on asset decumulation decisions. Journal of Personal Finance. 

Liu, Y. (2020). Should We Spend all of our Money in Retirement? A Surprise Reason Why We Don’t and a New Solution. Lubbock Avalanche-Journal.

Liu, Y. (2019). Why Do You Need Annuities in Your Retirement Portfolio? Lubbock Avalanche-Journal.

Maher, J.  (2020, December 15-16) Online education beyond technology: How must educators’ skill sets adjust? [Conference presentation]. CFP Board 2020 Registered Programs Conference, Virtual.

Liu, Y., Asebedo, S. D. & Guillemette, M. (2019, November 19-21). The Relationship between personality traits and stock investment decisions as mediated by financial risk preference.  [Conference presentation]. Association for Financial Counseling & Planning Education (AFCPE) 2019 Research and Training Symposium.

Liu, Y., & Guillemette, M. (2019, November 19-21). Does risk aversion influence annuity market participation? [Conference presentation]. Association for Financial Counseling & Planning Education (AFCPE) 2019 Research and Training Symposium.

Liu, Y., & James, R. N. (2019, November 19-21). The effect of mortality salience on asset decumulation decisions. [Conference presentation]. Association for Financial Counseling & Planning Education (AFCPE) 2019 Research and Training Symposium.

Liu, Y. (2020, October).  Gratitude, money, and generosity: When naming good things leads to doing good. [Conference presentation]. Academy of Financial Services 2020 Conference, Virtual.

Liu, Y. (2020, October).  Determinants of retiree subjective well-being, an international perspective.   [Conference presentation]. Academy of Financial Services 2020 Conference, Virtual.

Liu, Y. (2020, October). How does government support influence U.S. household’s debt repayment behavior under the COVID-19 pandemic?  [Conference presentation]. Center for Economic and Social Rights COVID-19 Work in Progress Conference, Virtual.

Mannaioni, D., Sunder, A. and Henderson, R.  (2019). Financial Designations: Can they be gateways to financial planning education?  [Conference presentation]. Academy of Financial Services and Financial Planning Association 2019 Conference, Virtual.

Mannaioni, D.  2020. Financial Designations: Can they be gateways to financial planning education?  [Conference presentation]. CFP Board Registered Programs 2020 Conference, Virtual.

Nickerson, A., Shnaider, C, & Sunder, A., (2019, May). Housing value for retirement: Whom does it fail?  [Conference presentation]. American Council on Consumer Interests 2019 Conference 2019, Arlington, VA, United States. 

Pasztor, J., Sunder, A., & Henderson, R. (2019, February). Success in CFP® education: Results from students’ performance data.  [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.

Pasztor, J., Sunder, A., & Henderson, R. (2019, May). Diversity in financial planning: Digging little deeper for rationality.  [Conference presentation]. American Council on Consumer Interests 2019 Conference, Arlington, VA, United States.

Pasztor, J., Sunder, A., & Henderson, R. (2019, February). Success and satisfaction of women in financial planning.  [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.

Sunder, A., Palmer, L., Goetz, J. W., & Chatterjee, S. (2019, February). Comprehensive advisors vs. modular advisors: A study of household financial assets during the Great Recession.  [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.

Angell, M. Hire a Paraplanner.

Johnson, D. History of the Financial Planning Profession.

Johnson, D. Current Issues in Financial Planning. 

Liu, Y. (2020). The impact of individual risk aversion and bequest expectations on household annuity ownership. Manuscript submitted for publication.

Liu, Y. (2020). The psychology of COVID-19 economic stimulus relief use. Manuscript submitted for publication.

Maher, J. Measurements of Student Engagement.

Pasztor, J., Sunder, A., & Henderson, R. Diversity Initiatives in Financial Planning.

Shnaider, C. and Sunder, A. Owner and Advisor Treatments of Housing Value.

Coombs, J.  (2020).  Interview by Bola Sokunbi of Clever Girl Finance. 

Maher, J.  5 Steps to Conquering the CFP Exam.  Videos for the general public on the Certified Financial Planner Board Exam.

Why that green fund you bought might include a coal miner – Stan Choe, Associated Press & The New York Times (January 23, 2020)

Long leery about ESG, Vanguard Group changes tune, launches ESG bond ETF and promises to ‘evaluate’ more — as rival BlackRock barrels ahead in the category – Oisin Breen, RIABiz (July 21, 2020)

Labor Department gathers information on how retirement plans use ESG funds – Mark Schoeff Jr., InvestmentNews (June 17, 2020)

3 Questions: The pandemic and ESG investing – InvestmentNews (September 22, 2020)

Triple Play: How to root out greenwashing when evaluating ESG investments – InvestmentNews (September 22, 2020)

Betterment goes ‘strategic’ with ESG after stunning 2020 inflows and fortuitous ‘accident,’ stumbling on Rockefeller subsidy of NAACP play –  Oisin Breen, RIABiz (October 22, 2020)

You Can Build a Portfolio You Love and Invest Responsibly – Bola Sokunbi, quoted on Citi “Life & Money” blog (November 10, 2020)

The 21 Smartest Money Moves to Make in 2021Mallika Mitra, quoted in Money Magazine (Online), December 16, 2020