Financial Services Review

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Financial Services Review (FSR) is the official publication of the Academy of Financial Services. The purpose of this refereed academic journal is to encourage research that examines the impact of financial issues on individuals. In contrast to the many corporate or institutional journals that are available in finance, the focus of this journal is on individual financial management.

The FSR journal provides a forum for those who are interested in the individual perspective on issues in the areas of Banking/Banking Services, Education in Financial Services, Employee Benefits, Estate and Tax Planning, Financial Counselling, Financial Planning, Insurance, Investments, Mutual Funds, Non-bank Financial Institutions, Pension and Retirement, Planning, and Real Estate. While the annual meeting in October provides an opportunity to discuss and present these topics to colleagues, the journal allows a much wider audience of those interested in this subject matter.

Financial Planning Articles


  • Lance Palmer, Joseph W. Goetz, Swarn Chatterjee, 2009, "Expanding financial education and planning opportunities through service-learning", Financial Services Review, 2009- Volume 18 p. 157
  • Joshua M Frank, 2009, "Credit card policies for allocating payments: its impact on risk-based pricing and comprehension by consumers", Financial Services Review, 2009- Volume 18 p. 261




  • Karen Eilers Lahey, Dr. Doseong Kim, Melinda L. Newman, 2006, "Full retirement? An examination of factors that influence the decision to return to work", Financial Services Review, 2006- Volume 15 p. 1–19




External Links

Financial Services Review