• The additional “filter” based on the opinions of
various professionals in the industry combined with
the number of articles, or lack thereof, provides more
insight into the areas of research that require more or
less focus.
• Although the weighting algorithm we developed is
somewhat arbitrary, we feel it provides a documented,
supportable methodology to align the different factors
to provide more focused guidance to FPSC
Foundation.
References
Grable, John E., (2006). Personal Finance, Financial Planning, and
Financial Counseling Publication Rankings. Journal of Personal
Finance, 5(1), 68-78.
Israelsen, Craig L., & Hatch, Shannon. (2005). Proactive Research: Where
Art Thou? Financial Counseling and Planning, 16(2).
Appendices
Appendix A: Databases Used in Search
• ABI/INFORM Globabl
• ABI/INFORM Trade & Industry
• Canadian Research Index
• CBCA Complete
• ProQuest Dissertations & Theses (PQDT)
• ProQuest Asian Business and Reference
• ProQuest Dissertations and Theses - UK & Ireland
• ProQuest European Business
Appendix B: Survey Categories
Investment Planning
• General Investment Planning
• Portfolio Objectives