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Financial Professionals: Articulating Their Roles and Delivery Methods in Financial Education

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Title: Financial Professionals: Articulating Their Roles and Delivery Methods in Financial Education
Language: English
Authors: Virginia Zuiker, Blendine P. Hawkins, Mary Jo Katras, Sara Croymans, Shirley J. Anderson-Porisch
Source: Journal of Human Sciences & Extension. 2022 10(1).
Availability: School of Human Sciences, Mississippi State University. PO Box 9745, Mississippi State, MS 39762. Tel: 662-325-6861; Fax: 662-325-8188; e-mail: jhse@ext.msstate.edu; Web site: https://scholarsjunction.msstate.edu/jhse/
Peer Reviewed: Y
Page Count: 24
Publication Date: 2022
Sponsoring Agency: National Institute of Food and Agriculture (NIFA) (USDA)
Document Type: Journal Articles
Reports - Research
Descriptors: Financial Education, Money Management, Professional Personnel, Monetary Systems, Educational Strategies
ISSN: 2325-5226
Abstract: Financial education is an approach financial professionals use with their clients to build effective money management skills across the life cycle. Financial professionals conceptualize and identify their role in providing financial education in various ways. This study used a triangulation mixed methods design from a 2013 national survey to understand how financial professionals articulate their role and to determine the delivery methods used when working with clients. The survey was first included in the analysis piloted with nine financial professionals, followed by a revised survey sent to memberships of various professional organizations resulting in 251 responses. When financial professionals were asked about the financial delivery method used with their clients, their response indicated it depended on the context of the client and the content of their financial concerns. Therefore, findings suggest that the process or relationship between the practitioner and client must have elements of flexibility and adaptability woven into their delivery method based on what the client brings to the session and/or workshop.
Abstractor: As Provided
Entry Date: 2025
Accession Number: EJ1467471
Database: ERIC
FullText Text:
  Availability: 0
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  Data: Financial Professionals: Articulating Their Roles and Delivery Methods in Financial Education
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  Data: <searchLink fieldCode="AR" term="%22Virginia+Zuiker%22">Virginia Zuiker</searchLink><br /><searchLink fieldCode="AR" term="%22Blendine+P%2E+Hawkins%22">Blendine P. Hawkins</searchLink><br /><searchLink fieldCode="AR" term="%22Mary+Jo+Katras%22">Mary Jo Katras</searchLink><br /><searchLink fieldCode="AR" term="%22Sara+Croymans%22">Sara Croymans</searchLink><br /><searchLink fieldCode="AR" term="%22Shirley+J%2E+Anderson-Porisch%22">Shirley J. Anderson-Porisch</searchLink>
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  Data: <searchLink fieldCode="SO" term="%22Journal+of+Human+Sciences+%26+Extension%22"><i>Journal of Human Sciences & Extension</i></searchLink>. 2022 10(1).
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  Data: School of Human Sciences, Mississippi State University. PO Box 9745, Mississippi State, MS 39762. Tel: 662-325-6861; Fax: 662-325-8188; e-mail: jhse@ext.msstate.edu; Web site: https://scholarsjunction.msstate.edu/jhse/
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  Data: 24
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  Data: National Institute of Food and Agriculture (NIFA) (USDA)
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  Data: <searchLink fieldCode="DE" term="%22Financial+Education%22">Financial Education</searchLink><br /><searchLink fieldCode="DE" term="%22Money+Management%22">Money Management</searchLink><br /><searchLink fieldCode="DE" term="%22Professional+Personnel%22">Professional Personnel</searchLink><br /><searchLink fieldCode="DE" term="%22Monetary+Systems%22">Monetary Systems</searchLink><br /><searchLink fieldCode="DE" term="%22Educational+Strategies%22">Educational Strategies</searchLink>
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  Data: Financial education is an approach financial professionals use with their clients to build effective money management skills across the life cycle. Financial professionals conceptualize and identify their role in providing financial education in various ways. This study used a triangulation mixed methods design from a 2013 national survey to understand how financial professionals articulate their role and to determine the delivery methods used when working with clients. The survey was first included in the analysis piloted with nine financial professionals, followed by a revised survey sent to memberships of various professional organizations resulting in 251 responses. When financial professionals were asked about the financial delivery method used with their clients, their response indicated it depended on the context of the client and the content of their financial concerns. Therefore, findings suggest that the process or relationship between the practitioner and client must have elements of flexibility and adaptability woven into their delivery method based on what the client brings to the session and/or workshop.
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      – Text: English
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        PageCount: 24
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      – SubjectFull: Money Management
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      – SubjectFull: Professional Personnel
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      – SubjectFull: Monetary Systems
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      – SubjectFull: Educational Strategies
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