Jia Qi
College of Family and Consumer Sciences
Ph.D. Student, Graduate Assistant
Education
| Degree | Field of Study | Institution | Graduation |
|---|---|---|---|
| Ph.D. | Financial Planning | University of Georgia | 2025 |
| Master of Science | Econocmis | Baylor University | 2017 |
| Bechalor of Science | Mathematics | Baylor University | 2015 |
Research
Retirement planning, retirement adequacy, personal financial planning, financial literacy, behavioral financial planning, fintech and robo-advisor adoption, financial decision making, and financial therapy.
Teaching
FHCE 3200 - Introduction to Personal Finance
FHCE 3260 - Computer Application in Financial Planning
FHCE 6200 - Wealth Management
Prior Professional Positions
| Organization | Title | Years of Service |
|---|---|---|
| Hankamer School of Business, Baylor University | Graduate Research Assistant | 2015-2017 |
| Hankamer School of Business, Baylor University | Graduate Teaching Assistant | 2015-2017 |
Awards
| Award Name | Awarded By | Year Awarded |
|---|---|---|
| AFS 2024 Best Paper Award | Academy of Financial Services (AFS) | 2024 |
| Wilbanks Kilgore Scholarship | College of Family and Consumer Sciences, UGA | 2023 |
| Inez Wallace Tumlin Graduate Student Academic Support | College of Family and Consumer Sciences, UGA | 2021 |
| Student / Young Professional Conference Scholarship Awards | American Council on Consumer Interests | 2021 |
| FACS Fund of Excellence | Financial Planning, Housing and Consumer Economics, UGA | 2021 |
| 13th Annual Texas Investor Symposium Awards – 2nd place | Chartered Financial Analyst (CFA) Institute | 2016 |
| Piziak Math Scholarship DE | Baylor University, Department of Mathematics | 2015 |
| William Lowell Putnam Mathematical Competition Awards | Mathematical Association of America (MAA) | 2013, 2014 |
Editorial Appointments
| Position | Name of Journal | Year(s) |
|---|---|---|
| Reviewer | Journal of Financial Counseling and Planning (JFCP) | 2023 - now |
Service
| Organization | Title | Year(s) | Service Type |
|---|---|---|---|
| American Council on Consumer Interests (ACCI) | Reviewer | 2022, 2023, 2024 |
Outreach
Financial Service Provider at ASPIRE Clinic. 2022–2023
Communication Coach at ASPIRE Clinic. 2023
Advisory Committee
Dr. Swarn Chatterjee
Department Head
Department of Financial Planning, Housing and Consumer Economics
University of Georgia
Email: swarn@uga.edu
Dr. Sheri Worthy
Samuel A. and Sharon Y. Nickols Professor, Associate Dean for Academic Programs
College of Family and Consumer Sciences
University of Georgia
Email: sworthy@uga.edu
Dr. Kristy Archuleta
Professor & Graduate Coordinator
Department of Financial Planning, Housing and Consumer Economics
University of Georgia
Email: karchuleta@uga.edu
Areas of Expertise
Retirement planning, retirement adequacy, personal financial planning, financial literacy, behavioral financial planning, and fintech and robo-advisor adoption.
Current Research
Qi, J., Chatterjee, S., & Zhang, Y. Business hardship and COVID adversities of older U.S. business owner. In preparation for submission.
Qi, J., Chatterjee, S., & Zhang, Y. An investigation of a new retirement adequacy measure. In preparation for submission.
Publications
Qi, J., Worthy, S., & Zhang, Y (2024). Social determinants of health and desirable financial behavior. Financial Services Review. Accepted.
Zhang, Y., Qi, J. (2024). Digital trading platforms: Bridging risk tolerance and increased trade frequency during the pandemic. Applied Economic Letters. Accepted.
Zhang, Y., Naveed, K., Qi, J. (2024). Crypto Investment: The Role of Investment Motivations, Investment Confidence, and Risk Perceptions. Financial Services Review. Accepted.
Zhang, Y., Qi, J., & Chatterjee, S. (2024). Exploring the Role of Help-Seeking Behavior, Family Financial Socialization, and Capability on Financial Well-Being. Family Relations, 1-19. https://doi.org/10.1111/fare.13089
Qi, J., Chatterjee, S., Worthy, S., Herndon, K., & Wojdynski, B. (2024). Using an extended post-acceptance framework to examine consumer adoption of fintech. International Journal of Bank Marketing, 42(3), 642- 668. https://doi.org/10.1108/IJBM-10-2022-0448
Qi, J., Chatterjee, S., & Liu, Y. (2022). Retirement Preparedness of Generation X Compared to Other Cohorts in the United States. International Journal of Financial Studies. 2022, 10(2), 45. https://doi.org/10.3390/ijfs10020045
White, K. J., Ouyang, C., Machiz, I., McCoy, M., & Qi, J. (2022). An Application of Financial Resilience to Retirement Planning by Racial/Ethnic Status. The Journal of Retirement, 9(4), 31-45. https://doi.org/10.3905/jor.2022.1.111
Qi, J., Chatterjee, S., & Liu, Y. (2021). Retirement Preparedness of Generation X Compared to Other Cohorts. Consumer Interests Annual, 67. https://www.consumerinterests.org/assets/docs/CIA/CIA2021/QiJiaCIA2021.pdf