Personal finance: An interdisciplinary profession

Jane Schuchardt, Dorothy C. Bagwell, William C. Bailey, Sharon A. DeVaney, John E. Grable, Irene E. Leech, Jean M. Lown, Deanna L. Sharpe, Jing J. Xiao

Research output: Contribution to journalArticlepeer-review

14 Scopus citations


This commentary recommends that financial counseling and planning research, education, and practice be framed as an interdisciplinary profession called personal finance. Authors summarize the history of the profession and key theories providing the conceptual foundation. In order for the emerging profession of personal finance to achieve significant visibility and gain maturity, professionals must reach consensus on defining collective scholarship. Readers are encouraged to engage in the dialogue and comment on the call to action by contacting the lead author.

Original languageEnglish
Pages (from-to)61-69
Number of pages9
JournalJournal of Financial Counseling and Planning
Issue number1
StatePublished - 2007


  • Financial counseling
  • Financial planning
  • Household behavioral finance
  • Interdisciplinary profession
  • Personal finance


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