Qianwen Bi

Faculty Member

Dr. Rachel Bi

Biography

Dr. Qianwen Bi is an associate professor in the Personal Financial Planning program and the head of the Finance and Economics Department at Utah Valley University Woodbury School of Business. She has been teaching financial planning software in the classroom for over 12 years and has been leading the Technology Applications in Personal Financial Planning course at Utah Valley University for eight years. Working with students at the WSB FinTech Center, Dr. Bi has been exploring new business applications using cutting-edge technologies such as Artificial Intelligence (AI), Blockchain, Cloud Computing, and Machine Learning. The FinTech center has a mission to advance our education and promote for student successes through interdisciplinary hands-on innovative projects.

Education

Ph D, Texas Tech University, 2015

Major: Personal Financial Planning

MBA, Texas Tech University, 2011

Major: MBA

MS, Texas Tech University, 2011

Major: Personal Financial Planning

BS, Dalian Maritime University, 2007

Major: Management of Information Systems

Teaching

FIN 4290

Technological Applications in Personal Financial Planning, Spring 2024

Presentations

Bi, Rachel , AI Summit, "AI in Financial Planning", UVU and Silicon Slope, Orem, Utah. (June 15, 2023)
Bi, Rachel (Panelist), Fintellect Think Tank, "Software Standards for Financial Planning", FP Canada CFP Board, Webminar. (October 4, 2022)
Bi, Rachel (Author Only), Tang, Jingpeng (JP) (Author Only), Array, Array , 2022 Intermountain Engineering, Technology and Computing (IETC), "Stock Market Feature Selection Using Orthogonal Array", IEEE, Orem, Utah. (May, 2022)
Bi, Rachel , Roots of Knowledge, "FinTech Evolution", UVU Library, Orem, Utah. (April, 2022)
Bi, Rachel (Panelist), Panel Discussion on SRIs, "Panel Discussion on SRIs", UWHEN, Orem, Utah. (April 13, 2022)
Bi, Rachel (Presenter & Author), 2022 Utah FPA Symposium, "New Trends of Financial Planning Software", Utah FPA, Salt Lake City, Utah. (March, 2022)

Scholarly/Creative Works

Dean, Luke , Bi, Rachel , (2022) "Guide to Careers in Financial Planning" . CFP ® Board.
Teng, Lufei , Bi, Rachel , (2022) "The Effects of FDI Inflows on Income Inequality_ Evidence from OECD Countries" (vol. 14). Research of Financial Management.
Bi, Rachel , Dean, Luke , Guo, Tao , Sun, Xu , (2022) "The Impact of Using Financial Technology on Positive Financial Behaviors" (Issue: 4, vol. 35). Journal of Financial Planning.
Bi, Rachel , (2022) "The Profession Ecology of Chinese Financial Planners 2022" . China Machine Press.
Teng, Lufei , Bi, Rachel , (2022) "The effects of FDI inflows on income inequality_ Evidence from OECD countries" (vol. 14). Research of Financial Management.
Fu, Yi , Zhao, Jinshi , Bi, Rachel , (2021) "Research on the Prediction of A-Share “High Stock Dividend” Phenomenon – A Feature Adaptive Improved Multi-Layers Ensemble Model. Special Issue Machine/Statistical Learning and Modeling with Potential Applications" (Issue: 416, vol. 23). Entropy.

Awards

Presidential Award of Excellence

UVU Board of Trustees - March 4, 2019

he Board of Trustees and I are delighted to announce the recipients of the 2019 Awards of Excellence. These honors recognize those who have made significant contributions to the mission and commitments of Utah Valley University and whose efforts have done much to further the success of our students.

UVU Academic Service Learning Community-based Research Fellowship Award

Center of Social Impact - October 30, 2018

The purpose of the Community-based Research Fellow program is to support faculty led high-impact community-based participatory research service-learning classroom projects that benefit students, the University, and the community partner.

Summer Research Grant Award

Woodbury School of Business - May 1, 2018

This research grant will be used on developing a paper regarding “The Impact of Blockchain and Artificial Intelligence (AI) Technology on Financial Planning.”

AFCPE Best Journal Article Award

Association for Financial Counseling & Planning Education® (AFCPE®) - November 17, 2017

For 35 years, AFCPE has set the highest standards for the field of financial counseling and education. My article, Financial software use and retirement savings, Journal of Financial Counseling and Planning, Volume 28, Issue 1, has been selected by the AFCPE® Journal Task Force as the 2017 Journal Article Award winner!

UVU Academic Service Learning Community-based Research Fellowship Award

Center of Social Impact - October 27, 2017

The purpose of the Community-based Research Fellow program is to support faculty led high-impact community-based participatory research service-learning classroom projects that benefit students, the University, and the community partner.

Summer Research Grant Award

Woodbury School of Business - May 1, 2017

This research grant will be used on developing a paper regarding "The Impact of Financial Software Use on Financial Literacy Education."