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Dorothy Nuckols; Isha Chawla; Jesse B. Jurgenson; Jesse M. Ketterman; Jinhee Kim – Journal of Family and Consumer Sciences, 2023
Financial health falls under the purview of family and consumer sciences (FCS) educators and financial counselors. It is important for these professionals to understand the complexities of later life financial concerns in order to help prepare individuals at all stages of life for financial health in their senior years. We examined financial…
Descriptors: Self Efficacy, Money Management, Professional Personnel, Consultants
Englisch, Gido – Action Learning: Research and Practice, 2018
This article attempts to build a cross-reference between a Doctoral program in Business and Administration (DBA) and the concept of 'Action Learning' made known within this programme, while also highlighting the relevance for 'Action Learning' in the authors professional daily life. The experiences made during the studies, when the concept of…
Descriptors: Doctoral Programs, Business Administration Education, Experiential Learning, Consultants
Guillemette, Michael A.; Jurgenson, Jesse B. – Journal of Financial Counseling and Planning, 2017
The purpose of this study is to investigate whether a professional designation affects consumer choice behavior within the area of investment decision making. Forty-six participants were endowed with real money and received hypothetical investment advice from a certified financial planner (CFP) Professional and a stockbroker. Among low-income…
Descriptors: Financial Services, Money Management, Consumer Economics, Investment
Kerns, Dannie J. – ProQuest LLC, 2014
The qualitative phenomenological study explored the lived experiences of financial services industry change managers to understand the genesis of low data management information system project adoption rates. The goal of the study was to find methods to improve data management information system adoption rates. The participant pool consisted of 19…
Descriptors: Qualitative Research, Phenomenology, Finance Occupations, Management Systems
Sofroniou, Nicholas, Ed.; Zukersteinova, Alena, Ed. – Cedefop - European Centre for the Development of Vocational Training, 2013
Today, information and data on skills development come mainly from household and employees surveys: trends in the labour market, demand and supply of skills, data on skill mismatch and skills obsolescence. Recurrent analysis of individual cross-sectional data and their extrapolation into the future indicates significant structural changes over…
Descriptors: Foreign Countries, Employers, Surveys, Labor Needs
Masterson, Kathryn – Chronicle of Higher Education, 2008
This article reports that as many as five colleges or charitable foundations whose endowments have suffered significant investment losses or were unable to access money in their accounts in recent months are considering legal action against their brokers or investment managers, alleging misrepresentation of risk or mismanagement. Jacob H.…
Descriptors: Endowment Funds, Trusts (Financial), Financial Services, Money Management