Bridging the Gap: Building a Community of Financial Well-being

2018 AFCPE® Research and Training Symposium

AFCPE Pre-Symposium: Monday, November 12 - Wednesday, November 14
AFCPE Symposium: Wednesday, November 14 - Friday, November 16
Schedule Subject to Change

Dr. James Dodson is a licensed clinical psychologist with over 20 years experience. With degrees from Baylor University and FIT and an internship at Vanderbilt University, Dr. Dodson uses evidence-based approaches when addressing behavioral health issues. He is developing the Money Behavior Assessment to describe one's strengths and weaknesses pertaining to financial matters. Describing how one's personality type pertains to financial behavior might increase adherence to a financial plan designed by a financial therapist. Ultimately, financial therapists can use this tool once fully developed to help clients achieve a better financial outcome.

The MBA describes behaviors of spending, saving, shopping, communication, and risk tolerance with money in effort to reveal how one's personality type influences financial decisions. It is based on the widely accepted Jungian dimensions of Introversion/Extroversion, Intuitive/Sensing, Feeling/Thinking, and Perceptual/Judgement most commonly measured with the Myers-Briggs Type Indicator.

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