Jia Qi

College of Family and Consumer Sciences

Financial Planning, Housing and Consumer Economics

Ph.D. Student, Graduate Assistant

Education

Degree Field of Study Institution Graduation
Ph.D. Financial Planning University of Georgia 2024
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 3260 - Computer Application in Financial Planning

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
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

Service

Organization Title Year(s) Service Type
American Council on Consumer Interests (ACCI) Reviewer 2022

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., Zhang, Y., Worthy, S. (2024). Social Determinants of Health and Desirable Financial Behaviors: The Mediation Effect of Financial Knowledge. 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. Accepted.

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

Jump to top